An automation user in a hidden user that is used to run authorize and run your workflow actions with your backend cloud storages. If you are using mirrored storages such as Google drive or OneDrive and trying to perform automated actions such as creating folders or copying files using HubSpot workflows, you will first need to connect an automation user using the app dashboard.

To do this, first head over to the CloudFiles Native App Dashboard. You can use this FAQ article on 

Once you are on the app dashboard, you can easily connect an automation user using the steps given in the 

. This article also talks in depth about what it means to connect an automation user and how it works.

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How to go to App Dashboard from HubSpot Record?

Automation User for HubSpot

How to replace files directly from HubSpot

HubSpot

Installation guide for CloudFiles HubSpot Integration

Quick start for file connector in HubSpot

Quick start for file sharing & analytics in HubSpot

Quick start for file automations in HubSpot

Quick Starts

Using the CloudFiles widget on HubSpot records

Associating files, folders or datarooms to records

Dataroom Management in HubSpot

Using content library inside HubSpot

File Link Sharing from HubSpot

File link security using HubSpot

Adding HubSpot tracking code for better website integration

Document analytics in HubSpot

File automations with HubSpot

Manage user, account & admin features for HubSpot users

Features

Ungated analytics for collateral in HubSpot email campaigns

Request sensitive files from clients into external storages

Capture contacts from CloudFiles leads in HubSpot

Use-Cases

Create Folder Action

Create Attachment Action

Get Attachment Details Action

Share Attachment Action

Update Link Settings Action

Copy File Action

Create Dataroom Action

Add to Dataroom Action

Delete Dataroom Action

Move HubSpot Files Action

Search in Storage Action

How to get the folder, drive, site ID etc... required for automations?

Setting up parameters for Actions in HubSpot workflows

Workflow Actions

Using file viewed event to automate tasks using CloudFiles

How to Automate Processes with CloudFiles?

Creating Automations with File Viewed Event

Trigger workflow and filter contacts on File views in HubSpot

Workflow Triggers & Filters

How to connect external storage from HubSpot record?

Product

Which HubSpot tiers does CloudFiles work with?

Billing

HubSpot workflow not triggering even after multiple views

How to disconnect & reconnect CloudFiles to HubSpot Account

I cannot see the CloudFiles widget in HubSpot

Troubleshooting

FAQs