Workflow Actions
Detailed instructions to use CloudFiles actions inside HubSpot workflows.
Create Folder Action : 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.
Create Attachment Action : The Create attachment action links files, folders, or datarooms to HubSpot records, displaying them as tiles in the CloudFiles widget for easy access.
Get Attachment Details Action : The Get Attachment details action retrieves attachment details linked to HubSpot records, enabling process automation and automatic creation of attachments and sharing links.
Share Attachment Action : 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 : 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.
Copy Resource Action : 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 Dataroom Action : The Create Dataroom action allows creating or cloning dataroom templates using HubSpot workflows.
Add to Dataroom Action : 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.
Delete Dataroom Action : The Delete Dataroom action in CloudFiles lets you delete file portals through HubSpot workflows.
Move HubSpot Files Action : 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.
