Workflow Actions

detailed instructions to use cloudfiles actions inside hubspot workflows add to dataroom action docid\ yhtyoon7q8tuwx5s6sifw the add to dataroom action lets you add files, folders, and file request blocks from various cloud storage to datarooms through workflows, with customizable destination folders copy resource action docid\ psejycqfha3emsdmv1k4b the copy resource action allows you to create and place copies of files in any cloud storage, including renaming them during the process this works across platforms like sharepoint and google drive create attachment action docid\ wqal9oeb5 ei8hsg1zckm the create attachment action links files, folders, or datarooms to hubspot records, displaying them as tiles in the cloudfiles widget for easy access create dataroom action docid\ vj173 v2 dx9qyyfz4n9z the create dataroom action allows creating or cloning dataroom templates using hubspot workflows create folder action docid\ pv7lhq31uhqys8n5zdxkx the create folder action by cloudfiles allows automatic folder creation in cloud storages using hubspot workflows, supporting complex hierarchies and auto creating folder attachments on hubspot records delete attachment docid\ mjatbmlh8tfm v3iu22rm this action allows you to automatically remove file/folder attachments from hubspot records using workflows which is helpful when there are too many files or folders attached in the cloudfiles widget, or when certain attachments are no longer needed delete dataroom action docid\ npyjawqzqmaqhjzxewlck the delete dataroom action in cloudfiles lets you delete file datarooms through hubspot workflows delete resource action docid\ cypd9eveyu1idmyjzgvq9 the delete resource action in cloudfiles allows you to remove files or folders from your cloud storage get attachment details action docid\ lhksgxm3wipb9fyipisvj the get attachment details action retrieves attachment details linked to hubspot records, enabling process automation and automatic creation of attachments and sharing links get resource property action docid\ h yteeg9i qthvapt2w3g the "get resource property" action in cloudfiles retrieves the external url and various metadata related to a file or folder stored in your cloud library how to get the folder, drive, site id etc required for automations? docid\ w86rc5yehjgbnkhccvcgq drive id, folder id, folder path or a file path are generally required for automations related to hubspot workflows move hubspot files action docid\ cx 3jw grlso4 rmprn a the move hubspot files action transfers files from hubspot's file manager to external storage, counting each file copy as a separate automation action it is ideal for managing files collected via hubspot forms move resource action docid\ jwow522fcxcctltovl5dg the move resource action by cloudfiles is used to move the file from one destination to another destination share attachment action docid\ p6ei6 g 5jdanhfbjs1xk the share attachment action by cloudfiles allows sharing attachments through hubspot workflows, similar to manually creating a sharing link from a hubspot record update link settings action docid\ txeurvb8geaqpdvdcgsxm the update link settings action allows you to modify security settings of links in hubspot, such as disabling downloads, setting expiry dates, and requiring email verification update resource permissions action docid\ nvx0xmv5kyy8gnmwrdb6h the update resource permission action by cloudfiles allows you to manage access to files or folders by specifying email addresses you can grant or revoke access to a particular file or folder update resource action docid\ rdnsdd1eotlane5iictuo the update resource action in cloudfiles allows you to update metadata, such as renaming files and folders or adding descriptions