topic Re: How to create and associate files with Deals? in APIs & Integrations

How to create and associate files with Deals?

jpinto_ic — Tue, 21 Dec 2021 17:36:17 GMT

Hello, everyone. I would like to create and associate files with Deals so that they show up under the attachments panel on the deal page like in the following example:

Can this be achieved throught the API?

Re: How to create and associate files with Deals?

dennisedson — Tue, 21 Dec 2021 19:20:16 GMT

I think @JBeatty 's post here should point you in the right direction to achieve this

Re: How to create and associate files with Deals?

jpinto_ic — Wed, 22 Dec 2021 09:45:06 GMT

Hello. That post details how to retrieve the attachments of a deal not how to add attachments to a deal, which is what I was trying to accomplish. Additionally, the answers seem to be using an API version that is no longer valid.

Re: How to create and associate files with Deals?

JBeatty — Wed, 22 Dec 2021 16:10:33 GMT

Hi @jpinto_ic,

To do this you'll need to make two api calls. The first is uploading the file, the second is adding it as an attachment.

To upload the file use the /files/v3/files endpoint. Here is an example call:

Notice the multipart form data for the content type.

Then with the returned ID in green, you want to add a note to the deal with that attachment. Using the /engagements/v1/engagements endpoint.

If you set the timestamp to the current time(in milliseconds, unix epoch) the empty note will appear at the top of the timeline, you can set it further back so the note does not clutter up the timeline. Regardless the attachment will still appear on the sidebar.

Re: How to create and associate files with Deals?

jpinto_ic — Wed, 22 Dec 2021 16:15:49 GMT

Thanks, Joshua. So, in conclusion, the only way of adding a file to a deal is by associating a deal with a note that has that file attached to it (the note).

Re: How to create and associate files with Deals?

JBeatty — Wed, 22 Dec 2021 16:35:51 GMT

That is correct