Attach file to ticket using Zapier

[CCullingford]

Here is what I am doing and have working...

When our helpdesk receives gets a voicemail, I have the VM system send an email to a queue on mailparser.io. That email has the phone number of the caller, a transcription of the VM, and a MP3 recording of the VM. 

From that parse, I use Zapier to lookup the phone number to get contact information from the caller, if it exists, I create a new ticket in HubSpot with the transcription as well as to set some other properties of the ticket. 

This works great, but the challenge is that a small set of transcriptions are not great, and they need to go to the recording. This means they have to go to the email to retrieve it. I would like to keep them out of the email queue and make them use HubSpot for all interactions. 

Is there a way to attach the MP3 to the ticket? If not, I may have to write the MP3 to a SharePoint document repository and supply a link in the ticket. 

[RSchweighart · Accepted solution]

Hi @CCullingford,

Have you tried using the Update Ticket step and passing the mp3 in the upload file property? Note, you'll need to map to the ticket record id to update.

Kind of related, I put together a detailed video a few months ago on uploading an image to a note in HubSpot, getting that image, and sending it in an email. The 4min 25sec mark has the pertinent information of getting the image from HubSpot. Wanted to share as it gives more visibility of working with files in HubSpot using Zapier.

Please let me/the community know if this does not work.

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier. 

[Jaycee_Lewis]

Hi, @CCullingford 👋 Thanks for your question. I'd like to invite some of our community experts who have experience with Zapier. Hey @RSchweighart @mangelet @gabriel-nextiny have you tackled anything similar in your work?

Thank you for taking a look! — Jaycee