I’m building an integration and need to attach a file to a specific Deal record in the CRM. The file should be linked through a Task, and it should appear in the “Attachments” section in the Deal’s UI.
- Upload a file via API
- Create a Task associated with the Deal
- Link the uploaded file to the Task
- Ensure the file appears under the Attachments
Please refrain from creating duplicate posts for the same topic. Thank you — Jaycee