Document Automations
5 min
cloudfiles provides powerful automations deeply integrated inside hubspot and salesforce these actions can update your records, create folders and datarooms automatically, update link settings etc cloudfiles crm actions hubspot actions cloudfiles provides a number of docid lcxevxtrj3zqq407nsry & docid\ dg8p6iyo15mzvfgh16qil to automate things in hubspot these relate to files, folders, datarooms, link settings, attachments the triggers belong to file views, link creation etc essentially, it has powerful file automation capabilities common use cases include allowing users to upload file into secure cloud servers, updating records when files are viewed, sending follow up emails based on file view time etc the entire list of file automations in hubspot provided by cloudfiles is available at docid\ gbzlxtzygvx8nebukgg2h salesforce actions these take advantage of apex functions and flow based customizations available in the salesforce ecosystem the cloudfiles' salesforce integration, can https //www cloudfiles io/blog/bypass salesforce governor limits for files and https //www cloudfiles io/blog/salesforce file storage cost in addition to the docid lcxevxtrj3zqq407nsry provided in the cloudfiles hubspot integration, here, you can find docid\ jklr1skejfyjuev13cko which will significantly reduce your implementation efforts the entire list of file automations in salesforce provided by cloudfiles is available at docid 4nyi6hnqnavp4dbjah tz api documentation cloudfiles provides api access to enterprise customers for custom needs using cloudfiles apis, you can get data for your custom dashboarding needs and enable some file based automations for your file library the entire documentation related to the apis is here https //documenter getpostman com/view/14718313/tzz5sxj9#1647a523 9fcd 4f21 aac2 35f4196bf537 if you need any api other than the list above contact us at or https //support cloudfiles io/support/solutions/articles/84000370698 list of cloudfiles apis#hs chat open limits there are limitations on the number of actions that can be performed per user per month based on your license pro 100 actions/user/month business 250 actions/user/month enterprise custom these limitations are on an organization level, thus, it will be counted on an cumulative basis for example, if you're on the business license with 5 licenses, you can run 300 5 = 1500 actions every month need help? book time with our team of experts
