API Integration - Passing through a PDF file or a Linked PDF url

NikitasC333 · ‎Nov 23, 2017

Hi

I would like to have a ‘custom generated’ PDF (form 3rd party website) be pulled through into my Hubspot account (CRM and Sales Pro) so that the PDF doc is linked to Lead in contacts.

If the PDF is not possible to pass through to Hubspot as a file then is it possible as a link?

I look forward to your feedback

Nick

NikitasC333 · ‎Dec 3, 2017

Hi Derek

Perfect, and thank you for your help

Nick

Derek_Gervais · ‎Nov 29, 2017

HI @NikitasC333,

When you upload the file to the file manager, you’ll have the ability to decide which folder it’s stored in. When it’s added to an engagement, you’ll also be able to access it from the contact record.

Derek_Gervais · ‎Nov 27, 2017

Hi all,

You can upload the file to the file manager, then attach the file (using the file ID) to an engagement on a contact record. Below is some documentation on these APIs:

Upload a new file | COS Files API

POST /filemanager/api/v2/files

NikitasC333 · ‎Nov 28, 2017

Hi Derek

Thank you for your response and solution. We will give it go.

I know you only assist with development but maybe you can assist.
When the attached file is pulled through into Hubspot, is it stored to the ‘Archived Files’?

Thanks
Nick

silicium · ‎Nov 27, 2017

It is more interesting how to download file via API.
Thanks

silicium · ‎Nov 23, 2017

It is interesting for me as well.
thanks

APIs & Integrations