CloudFiles provides powerful automations deeply integrated inside HubSpot and Salesforce. These actions can update your records, create folders and datarooms automatically, update link settings etc.
CloudFiles action catalogue
CloudFiles' HubSpot Actions relate to files, folders, datarooms, link settings, attachments. The triggers belong to file views, link creation etc. Essentially, it has powerful file automation capabilities. Common use cases include: allowing users to upload file into secure cloud servers, updating records when files are viewed, sending follow-up emails based on file view time etc. The entire list of actions and helps docs in HubSpot provided by CloudFiles is available here.
CloudFiles' Salesforce Actions take advantage of APEX functions and customizations available in the Salesforce ecosystem. The CloudFiles' Salesforce integration, can bypass Salesforce governor limits and mitigate storage costs. In addition to the actions provided in the CloudFiles HubSpot integration, here, you can find flow templates such as set connected folder and copy file which will significantly reduce your implementation efforts. The entire list of actions and helps docs in Salesforce provided by CloudFiles is available here.
Limits
There are limitations on the number of actions that can be performed per user per month based on your license
Pro : 100 actions /user/month
Business : 300 actions /user/month
Enterprise : 750 actions /user/month
These limitations are on an organization level, thus, it will be counted on an cumulative basis. For example, if you're on the business license with 5 licenses, you can run 300*5 = 1500 actions every month.
If you have custom file based requirements or any other doubts. Chat with us.