# Document Based Workflows

**URL:** <https://community.hubspot.com/t/document-based-workflows/41421>\
**Category:** CRM\
**Tags:** workflows\
**Created:** [July 28, 2021, 2:00pm UTC](https://community.hubspot.com/t/document-based-workflows/41421 "2021-07-28T14:00:39Z")\
**Posts on this page:** 8\
**Page:** 1

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**Author:** ![HannahSarsfield](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hannahsarsfield/32/14279_2.png) [@HannahSarsfield](https://community.hubspot.com/u/HannahSarsfield)\
**Post date:** [July 28, 2021, 2:00pm UTC](https://community.hubspot.com/t/document-based-workflows/41421/1 "2021-07-28T14:00:39Z")

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Hi,

I would like to implement a compnay based workflow based on the number of contacts at that organisation who have downloaded a document - can this be done?

Many thanks,

Hanah

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [July 28, 2021, 2:19pm UTC](https://community.hubspot.com/t/document-based-workflows/41421/2 "2021-07-28T14:19:47Z")

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Hi @HannahSarsfield,

Are you referring to sales [documents](https://knowledge.hubspot.com/documents/use-documents)? If yes, then this can currently not be done, unfortunately. The approach here would be to work with activity properties and counting up a custom number property in workflows – however, whether a contact has seen or downloaded a document is not stored as an activity and can’t be accessed for lists or workflows.

If you’re referring to files that are hosted using the [HubSpot file manager](https://knowledge.hubspot.com/files/upload-files-to-use-in-your-hubspot-content), let me know and I’ll see if I can come up with a solution 🙂

Best regards!

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**Author:** ![HannahSarsfield](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hannahsarsfield/32/14279_2.png) [@HannahSarsfield](https://community.hubspot.com/u/HannahSarsfield)\
**Post date:** [July 28, 2021, 2:23pm UTC](https://community.hubspot.com/t/document-based-workflows/41421/3 "2021-07-28T14:23:58Z")

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Thanks Karsten - yes I was referring to the sales documents.

Would there be anyway I could send internal emails when 2 or more conatcts at an organisation have downloaded a document?

Best,

Hannah

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [July 28, 2021, 2:42pm UTC](https://community.hubspot.com/t/document-based-workflows/41421/4 "2021-07-28T14:42:53Z")

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Hi @HannahSarsfield,

I’m not aware of any ways to achieve this. I think that this is currently not possible.

Best regards!

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**Author:** ![HannahSarsfield](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hannahsarsfield/32/14279_2.png) [@HannahSarsfield](https://community.hubspot.com/u/HannahSarsfield)\
**Post date:** [July 28, 2021, 3:12pm UTC](https://community.hubspot.com/t/document-based-workflows/41421/5 "2021-07-28T15:12:18Z")

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Hi Karsten,

Thanks anyway.

Is there a way to create a workflow when a contact has opened a document a specific number of times?

Best,

Hannah

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [July 28, 2021, 3:26pm UTC](https://community.hubspot.com/t/document-based-workflows/41421/6 "2021-07-28T15:26:58Z")

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Hi @HannahSarsfield,

At the moment there simply isn’t any link between documents and workflows. Nothing. Other users have requested this already in the [HubSpot Ideas section of the community](https://community.hubspot.com/t5/HubSpot-Ideas/Use-clicks-on-Sales-Documents-as-trigger-e-g-for-workflow/idi-p/318049). I’d recommend upvoting. Until the product team reviews this, it’s not possible.

Best regards!

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**Author:** ![HannahSarsfield](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hannahsarsfield/32/14279_2.png) [@HannahSarsfield](https://community.hubspot.com/u/HannahSarsfield)\
**Post date:** [July 28, 2021, 3:48pm UTC](https://community.hubspot.com/t/document-based-workflows/41421/7 "2021-07-28T15:48:44Z")

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Ok thanks Karsten!

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**Author:** ![SiddharthGarg91](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/siddharthgarg91/32/22187_2.png) [@SiddharthGarg91](https://community.hubspot.com/u/SiddharthGarg91)\
**Post date:** [October 7, 2021, 1:55pm UTC](https://community.hubspot.com/t/document-based-workflows/41421/8 "2021-10-07T13:55:41Z")

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Hi @HannahSarsfield , you can look into [CloudFiles](https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/cloudfiles). It can connect documents to workflows and trigger them based on number of views / unique views. I believe that would solve your problem.