📎 Attach File to HubSpot Deal via Task — Show in Attachments Section

[HBashar9]

Hi HubSpot Devs 👋

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.

Goal:

• 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

[Jaycee_Lewis · Accepted solution]

Hey, @HBashar9 👋 Looking at the documentation for associations, we can associate the File to a Deal (via Notes) and create a Task and associate it to a specific Deal. But there is not an associate between two engagements, like a Tasks and Note.

To be clear, to get a file to appear as an Attachment on an object record, you must:

• upload the file
• associate the file to a Note
• associate the note to the Object
• this allows the file to appear as an “Attachment”

There is not a way around this requirement. You'll need to adjust your approach slightly to deal with how the system works when creating “Attachments” on Object records when using the APIs. 

Best,

Jaycee