This tutorial should help you upload the first Document. Before moving forward, make sure your Authentication works and you understand the Key Concepts of the Pipeliner API, and make sure you know how to use API parameters
The Documents represent the physical file (.docx, .pdf, etc.) that can be linked to records in Pipeliner
Tutorial Assignment
Upload Document to the Account.
0. Required fields
1. Prepare Data
Account_id
As we are going to upload document to a specific account, we need to retrieve its ID
Uploading document consists of two steps, but we can actually accomplish this in one request:
Upload document to the Storage
Link Document to Account
Upload document & linking in one step
In this step, we will upload a document and immediately link that to the Account
{"cloud_object": {"filename":"New PDF File.pdf","type":1,"content":"Content in basa64" },"account_id":"0bc376a4-c579-413a-9221-e86e4a134766"}
It is recommended to include the File Type in the file name of the document (like *.pdf, *.jpg). Then Pipeliner can automatically recognize the format that helps sales people with the opening of documents
Uploading files from external storage
If you wish to upload files that are stored in external storage like (Sharepoint, Google drive) you can do that by changing the type attribute. In our case, we are going to Upload a document to Pipeliner that is stored on Google Drive storage.
The list of all types
1 – S3File (recommended - Pipeliner Storage)
2 – S3Image (Pipeliner Storage),
3 – GoogleDriveFile,
4 – OneDriveFile,
5 – BoxFile,
6 – DropboxFile,
7 – SharepointFile,
8 – ExternalURL.
For Uploading external files, you need to specify the url instead of content attribute
{"cloud_object": {"filename":"File from google drive","type":3,"url":"https://docs.google.com/spreadsheets/d/1qDQJPID0UHkGywAoopWLYMWHGVDwCo0M2nov-XmzU-Q/edit?usp=sharing" },"account_id":"0bc376a4-c579-413a-9221-e86e4a134766"}