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.

Need help? Book time with our team of experts.

Learn how to connect an automation user to backend cloud storages like Google Drive or OneDrive using HubSpot workflows. Follow the step-by-step instructions provided in our FAQ article for a seamless integration process.

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

CloudFiles Connected Folder Widget

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

Add to Dataroom Action

Copy Resource Action

Create Attachment Action

Create Dataroom Action

Create Folder Action

Delete Attachment

Delete Dataroom Action

Delete Resource Action

Get Attachment Details Action

Get Resource Property Action

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

Move HubSpot Files Action

Move Resource Action

Share Attachment Action

Update Link Settings Action

Update Resource Permissions Action

Update Resource Action

Workflow Actions

Workflow Triggers

All CloudFiles Events

All CloudFiles Properties

Workflow Triggers & List Filters

Automated Folder Hierarchies for Managing External Files from HubSpot

Automate Deal Folder and Subfolder Creation with Selective Folder Sharing in HubSpot

Automate Email Notifications to your Internal Team when a File is uploaded in HubSpot

Automatically Capture HubSpot Contacts from File Views

Collect anonymous analytics on publicly shared documents in HubSpot using CloudFiles

Collecting sensitive documents in a compliant way using HubSpot with an external storage system

Create a Client Document Portal in HubSpot with CloudFiles

E-mail Attachment Tracking Dashboard For Marketers

Enable Data Consent and Privacy Compliance for File Views with CloudFiles

Move Files from HubSpot Forms to your Storage Platform using CloudFiles

Send secure collaterals from HubSpot using Email Verification

Selective File collection portal using HubSpot CloudFiles Integration

Setting up a document approval process in HubSpot

Sharing File Portals with Analytics From HubSpot Using CloudFiles

Track File View Analytics with CloudFiles Custom Object

Tutorials

Integration or System User

User Registration and License Management on HubSpot

Managing Licenses and Roles in CloudFiles

Deleting a User from CloudFiles

User-related

What are Automation Credits?

Connect Your HubSpot With CloudFiles

Working with Multiple CloudFiles Accounts

Permanently Delete Your Account

CloudFiles: HubSpot Licensing and Pricing

Billing Management and Subscription Details

Custom Branding & Domain

Setting Custom Sub-Domain for your account

Account-related

Admin, User & Account

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

How to connect external storage from HubSpot record?

Product

Can I purchase multiple types of licenses?

Which HubSpot tiers does CloudFiles work with?

Billing

"Something went wrong" error when clicking the Add button in the CloudFiles dialog box

Attachments not visible in the CloudFiles widget despite having an active license