With the “Generate Download Link” action, you can automatically create a time-limited download link for a document in HubSpot Workflows.
✅ Two methods to generate a link:
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Search by filename → Enter a string, and ChiliDocs will find the first document containing that string in its name.
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Use previous generated document → Reference the file generated by a previous ChiliDocs action.
👉 Important for method 2:
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Click in the File (use previous) input.
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In the dropdown above the list, select “Action outputs” (locate it under "Action properties" - at the very bottom of the dropdown).
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Then select the variable “File ID”.
✅ Target Property
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Define the property where the link should be stored.
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Do not use a data variable – you must explicitly enter the internal value of the property.
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Ensure it’s a property of the enrolled object (e.g., for contact enrollment, use a contact property).
✅ Link validity
Optionally, you can set how many days the link should remain valid.
💡 Use case example:
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Generate a proposal → immediately generate a download link → send it via workflow email to the customer.
You can insert the link into your email with a personalisation token. Proceed as follows:
Insert the token as a link into your text as follows:
The object.property could be called deal.document, for example.
