It would be incredibly valuable to our team to be able to trigger task assignments within a workflow based off of the filename or file extension of an attachment. Our internal workflow involves people uploading certain files to a deal. When certain attachments are added, the next person to handle that file should be notified that they need to do something with it. As it stands right now, when an attachment gets added, a note is added to the deal activity. The only way to trigger a task related to this activity is based on the note body, which then makes the task trigger a manual process and defeats the purpose of the workflow.
Status: Idea Submitted
Yep - really need this to drive automations.
Business cases:
- Tell Sales Ops that a Rep has uploaded a customer purchase order to a Deal
- Notify accounts that a customer has uploaded a remittance advice.
I would use this also once the attachment is uploaded, I would send it to the associated contact.
Just want to bump this up. Also would love to be able to have a trigger based on an uploaded attachment
We also need this to be able to see that an invoice is attached to the deal.
This would be great, can we please get an indication if Hubspot is considering this functionality.
Triggering a notification or email to our internal users based on attachments being added to a deal is important for making our sales process smoother. Any chance HubSpot will work on adding this functionality?