Workflow Actions

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.

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 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.

Create Dataroom Action : The Create Dataroom action allows creating or cloning dataroom templates using 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.

Delete Attachment - 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 : The Delete Dataroom action in CloudFiles lets you delete file datarooms through HubSpot workflows.

Delete Resource Action - The Delete Resource action in CloudFiles allows you to remove files or folders from your cloud storage.

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.

Get Resource Property Action - 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? Drive ID, folder ID, folder path or a file path are generally required for automations related to 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.

Move Resource Action - The Move Resource action by CloudFiles is used to move the file from one destination to another destination.

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.

Update Resource Permissions Action - 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 - The Update Resource action in CloudFiles allows you to update metadata, such as renaming files and folders or adding descriptions.