Upload Document

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

Documents can be found on almost all Main Pipeliner Entities

Tutorial Assignment

Upload Document to the Account.

0. Required fields

Required API field Name	Description
filename	Name of the Document
content	The image in base64 encoded string value.
type	Required. Integer enum values are: 1 – S3File (recommended - Pipeliner Storage) 2 – S3Image (Pipeliner Storage), 3 – GoogleDriveFile, 4 – OneDriveFile, 5 – BoxFile, 6 – DropboxFile, 7 – SharepointFile, 8 – ExternalURL.

1. Prepare Data

Account_id

As we are going to upload document to a specific account, we need to retrieve its ID

{{baseUrl}}/entities/Accounts?include-deleted=false&filter[email1]=[e-mail]

{
            "is_delete_protected": false,
            "id": "0bc376a4-c579-413a-9221-e86e4a134766",
            "is_deleted": false,
            "modified": "2019-02-01 10:01:23.011709+00:00",
            "created": "2019-01-30 11:44:23.586083+00:00",
            "account_type": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/AccountTypes/a456236f-6f23-0908-abfd-384aa0f62f9e",
            "customer_type": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Data/04444b3a-c669-03bc-2c49-bcd7f047d41a",
            "industry": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Data/acbda72f-2054-0b71-9d42-cb35aaa37600",
            "owner": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Clients/00000000-0000-0000-0000-000000011a3d",
            "parent_account": null,
            "parent_account_relation_type": null,
            "picture": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/CloudObjects/5ddfe953-a569-48e1-86bb-271e6506e7d0",
            "unit": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/SalesUnits/ea33e8fb-9a56-4802-a175-2d1f406af7cf",
            "account_class": 5,
            "account_type_id": "a456236f-6f23-0908-abfd-384aa0f62f9e",
            "address": "7 Lillian Plaza",
            "city": "Coronda",
            "comments": "",
            "country": "Argentina",
            "customer_type_id": "04444b3a-c669-03bc-2c49-bcd7f047d41a",
            "email1": "[e-mail]",
            "email2": "",
            "email3": "",
            "email4": "",
            "email5": "",
            "health_category": null,
            "health_status": null,
            "home_page": "www.ziemannandsons.com",
            "industry_id": "acbda72f-2054-0b71-9d42-cb35aaa37600",
            "name": "Ziemann and Sons",
            "owner_id": "00000000-0000-0000-0000-000000011a3d",
            "parent_account_id": null,
            "parent_account_relation_type_id": null,
            "phone1": "[phone]",
            "..."
        }

2. Upload Document

Uploading document consists of two steps, but we can actually accomplish this in one request:

1. Upload document to the Storage

2. 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

Creates new cloudobjectrelation

POSThttps://us-east.pipelinersales.com/api/v100/rest/spaces/<space_id>/entities/CloudObjectRelations

Query parameters

Body

application / json

data of new CloudObjectRelation

modifiedstring (date-time)

Last modification time.

createdstring (date-time)

Creation time.

cloud_objectobject

Relation to CloudObject, see: 'createCloudObjectInput' object for properties.

report_scheduleobject

Relation to ReportSchedule, see: 'createReportScheduleInput' object for properties.

account_idstring (uuid)

Relation to single entity instance.

activity_idstring (uuid)

Relation to single abstract entity instance. E.g. Relation to Lead/Oppty

cloud_object_idstring (uuid)

Relation to single entity instance.

contact_idstring (uuid)

Relation to single entity instance.

email_sequence_idstring (uuid)

Relation to single entity instance.

email_template_idstring (uuid)

Relation to single entity instance.

lead_oppty_idstring (uuid)

Relation to single abstract entity instance. E.g. Relation to Lead/Oppty

message_idstring (uuid)

Relation to single abstract entity instance. E.g. Relation to Lead/Oppty

process_idstring (uuid)

Relation to single entity instance.

process_template_idstring (uuid)

Relation to single entity instance.

project_idstring (uuid)

Relation to single entity instance.

report_schedule_idstring (uuid)

Relation to single entity instance.

revisioninteger (int32)

Revision when entity was lastly changed.

Response

201500

Creation confirmation. Returns created cloudobjectrelation

Body

application/json

successboolean

True when response succeeded, false on error.

dataCloudObjectRelation (object)

Request

JavaScriptCurl

const response = await fetch('https://us-east.pipelinersales.com/api/v100/rest/spaces/<space_id>/entities/CloudObjectRelations', {
    method: 'POST',
    headers: {
      "Content-Type": "application / json"
    },
    body: JSON.stringify({}),
});
const data = await response.json();

Response

{
  "success": true,
  "data": {
    "is_delete_protected": false,
    "id": "01234567-abcd-dcba-ffff-000000000000",
    "is_deleted": false,
    "modified": "2019-01-01T00:00:00",
    "created": "2019-01-01T00:00:00",
    "account": "https://example.com",
    "appointment": "https://example.com",
    "task": "https://example.com",
    "cloud_object": "https://example.com",
    "contact": "https://example.com",
    "email_sequence": "https://example.com",
    "email_template": "https://example.com",
    "lead": "https://example.com",
    "oppty": "https://example.com",
    "email": "https://example.com",
    "memo": "https://example.com",
    "process": "https://example.com",
    "process_template": "https://example.com",
    "project": "https://example.com",
    "report_schedule": "https://example.com",
    "account_id": "01234567-abcd-dcba-ffff-000000000000",
    "activity_id": "01234567-abcd-dcba-ffff-000000000000",
    "cloud_object_id": "01234567-abcd-dcba-ffff-000000000000",
    "contact_id": "01234567-abcd-dcba-ffff-000000000000",
    "email_sequence_id": "01234567-abcd-dcba-ffff-000000000000",
    "email_template_id": "01234567-abcd-dcba-ffff-000000000000",
    "lead_oppty_id": "01234567-abcd-dcba-ffff-000000000000",
    "message_id": "01234567-abcd-dcba-ffff-000000000000",
    "process_id": "01234567-abcd-dcba-ffff-000000000000",
    "process_template_id": "01234567-abcd-dcba-ffff-000000000000",
    "project_id": "01234567-abcd-dcba-ffff-000000000000",
    "report_schedule_id": "01234567-abcd-dcba-ffff-000000000000",
    "revision": 1
  }
}

{
    "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"
}