Collection of articles related to workflow triggers & list filters.

Learn how to automate tasks using CloudFiles, create powerful automations with the file viewed event, and effectively trigger workflows and filter contacts based on file views in HubSpot. This comprehensive collection of articles is a must-read for anyone

Update Resource Action

Workflow Triggers & List Filters

All CloudFiles Events

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

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

Workflow Actions

All CloudFiles Properties

File Viewed Event

Trigger workflow and filter contacts on File views in HubSpot

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?

How to go to App Dashboard from HubSpot Record?

Automation User for HubSpot

How to replace files directly from HubSpot

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