File Upload in Custom Integration

Developer Support APIs & Integrations
1

As for as I know, Husbpot integration doens’t have anything like file input. While Searching came across docusign integration allows file upload ? how that even possible

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Hello @ramkumar1021,

Welcome to the Community!

Would you mind clarifying in a bit more detail what your ask is here? Are you attempting to figure out how to build your private app by referencing the integration or are you hoping to gain more clarity around how to use the Docusign integration? Once you’re able to clarify your current goal and roadblock in a bit more detail, hopefully our community can help from there!

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apologies for the lack of clarity @SamTassey . What i was saying is, i am attempting to upload a file directly from Hubspot to one Server. The file should got from either user upload or file from hubspot. when searching for that i didn’t saw any option in UI extension like file picker or similar. i thought i had to use iframe to load my page then have to either user upload or making api calls using stored tokens from hubspot to get the files. I came across Docusign integration, it had file upload option, no iframe is used there.

is something i missed in docs or is it some kind of special integration?

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Thanks for the response @ramkumar1021!
I don’t think the Docusign integration is what you’re looking for here in that case, as that would be specifically to integrate between Docusign and HubSpot. Here are a couple resources that should point you in the right direction:

Also tagging in a few folks from the Community to see if theres anything they’d like to add here!
Hey @SteveHTM, @Humashankar, @Jonas_De_Mets -- do you have any suggestions for @ramkumar1021 on this?

Thanks!
Sam, Community Manager

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Thanks for the Response @SamTassey . I think there’s been a misunderstanding. Is there any option i can use file picker(input) in UI Extension(CRM cards of my integration). I saw DocuSign Integration Have that, but don’t how to implement like that

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Hey @ramkumar1021,

Thanks for the additional context. Chiming in here again to see some other folks from the community may have some insight here!

Hey @evaldas, @GiantFocal, @GRajput -- do you have insight for @ramkumar1021 if they’re capable of using “file picker(input) in UI Extension”(CRM cards for ther integration)?
Thanks in advance!!

Sam, Community Manager

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There is nothing in the documentation that would suggest availability of file upload components (either field or drop area).

As @ramkumar1021 mentioned, there are suggested workarounds for uploading files in this documentation, which is either the inline edit in the app card of iframe.

I also checked the"@hubspot/ui-extensions" package directly to compare to the documentation of standard UI components and did not find any file upload related components - documentation seems up to date.

Assuming there is no hidden components available somewehre else, documentaion is alluding it would be likely an iframe. Although the inspector does not show an <iframe> element wrapping it, I would suggest at least trying to use the “openIframeModal” action and see what the result woud be.

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I don’t see any iframe when uploading files in Docusign Integration. Do you know anything about that, upload file without using iframe

Reference

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also thought about this workaround then scraped that idea. it is too much work, went with fetching uploaded attachments.

so is there any way to make special integration deal with hubspot, to avail this specialized things.

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Hey @ramkumar1021, thanks for following up on this topic! :orange_heart:

I understand that you’d like to know if it is possible to add a file picker (input) for file uploads in HubSpot UI Extensions (like CRM cards) similar to the DocuSign integration, without using an iframe. Please let me know if that’s not the case.

I can confirm that there is no native file picker or file upload component available in HubSpot UI Extensions at the moment.

As for the integration, here is the documentation for “Docusign” if you are looking into the native option.

So it looks like you have 2 options for this, as @evaldas mentioned (thank you!)

  • Use hubspot.fetch() in your UI extension to call your own backend, which then uses the HubSpot Files API to retrieve files from HubSpot and forward them to your server.

  • Use an iframe (via a <link> or external panel) to load your own page with a native <input type="file">.

Here is the documentation (already shared on this topic but adding it here for reference):

Now, let’s consult our Top Experts: Hi @evaldas, @Anton and @zach_threadint do you have additional details to share with @ramkumar1021, please? Or can you think of another simpler way to achieve that, please?

Thanks so much and have a lovely day! :sun:
Bérangère

This post was created with the assistance of AI tools

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Usually, when you see a file upload in a third-party integration like DocuSign, they are using the Files API on the backend. Even if it’s not a native “file input” field in the standard builder, they’re likely capturing the file data via code and then using the Files API to upload and associate that document with the record in HubSpot.

Have you checked the API docs for the Files endpoint to see if that works for your specific use case? That’s usually the way to go when building out custom integration features like this.

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I’m not sure how the hubspot integration have file upload. i have checked the elements. it is indeed input element, type file. i made some work around like you said. I never made a integration thought. but this hubspot and its api it is hard and not friendly by the way.