Add Files to Deal via API

SSchulz
Participant

Hi! 🙂

 

We have a multitude of programs to manage our contacts and their companies and deals and everything.
To make this work, we have a custom synchronizing tool that copies the data back and forth.
Now we want to create a PDF externally and send it using HubSpot. The file itself is deal-scoped.

 

So our requirements are:

  • we need access to these files via API, so the tool can do the job
  • we need to be able to access these files from the email
  • the files should preferably be sent as file, not as public link
  • it would be good to restrict access to the files in HubSpot, so not every employee can see every file

My developer account can not link Google Mail, so I can't test this quickly, but from I was told our options are:

 

  • adding the attachments to either deal or company - but that is not possible via API (or at least I could not find a documentation for the endpoint) and these files can only be added as a link to the email
  • adding the files to the marketing files, which works over the API (https://developers.hubspot.com/docs/api/files/files), but these files are "public" files and shouldn't be used for security relevant data, right?

Is there any other option? Or something I'm missing?

 

Thanks for your help!

0 Upvotes
2 Replies 2
dennisedson
Community Manager

@Teun , would be able to help out here 😀

Thanks,

Dennis




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0 Upvotes
Teun
Guide | Diamond Partner

Hi @SSchulz !

 

Right now, HubSpot only allows attachments for one-to-one sales emails, so you only have two alternatives.

 

1. You can include a link to a file in the e-mail, the requirement to make these files private make this quite hard, but you could try this with a signed url (haven't used this myself tho). You can read a bit more here about file URL's.

2. Store the files somewhere outside HubSpot and use the SMTP API to send an e-mail through HubSpot, which allows you to add an attachment to an e-mail. Downside is that you need the transactional email addon and that the e-mail can not be managed in HubSpot (you could create it and copy the HTML tho).

 

I think you should be able to add a file to a deal with the API if I read the docs correctly. In the Files API docs, they mention the Engagement API, but if I click on the relevant endpoint, it seems deprecated. So we might need some input from someone managing this API.



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