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Question

Trigger for Hubspot File Attachment

  • July 31, 2024
  • 2 replies
  • 140 views
A

Is there a way to get a trigger so when someone attaches a file to a Hubspot Deal, I can then upload that file to Sharepoint?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • July 31, 2024

Hi @AndyG 

Depending on your HubSpot plan, an option to explore might be to use HubSpot Workflows to detect a file being attached to a Deal, then trigger a Webhook.

 

Zap trigger: Webhook - Catch Hook

This will provide the unique webhook URL to configure in HubSpot.

 

You may have to use the HubSpot API in Zaps to get the File from HubSpot.

https://developers.hubspot.com/docs/api/files/files

 

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
A
  • AndyG
  • Author
  • New
  • August 1, 2024

Looks like they don’t even have a Workflow trigger for attaching a file, which I guess explains why the Zapier integration doesn’t cover it…  Good advice though, thanks!

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