I’m trying to send a “Sales Document” (not a COS File) to clients after they fill out a certain form. Ideally, it would process not as a workflow, but through my app sending a second, direct API call to email the document.
Currently, it’s easy to send a document via HubSpot Sales > Documents web interface. I haven’t been able to find anything about a Sales API—does such a thing exist?
Alternatively, what would you recommend doing for this usage scenario:
- User fills out form and is presented with several file download options
- User selects zero or more file options
- User receives email from HubSpot (one per document selected) with download link (for tracking)
The Single-send API could be a solution, but I imagine there is a more elegant way…