files_create_remote_link
Create a link to a file stored in Google Drive, Dropbox, OneDrive, Box, or SharePoint and associate it with a Pipedrive entity like a deal or person.
Instructions
Link a remote file from Google Drive, Dropbox, OneDrive, Box, or SharePoint.
Creates a link to a file stored in external cloud storage and associates it with a Pipedrive entity.
Workflow tips:
Supported platforms: googledrive, dropbox, onedrive, box, sharepoint
Provide the remote file's ID from the cloud storage platform
Specify which entity type and ID to link to
Remote files appear alongside uploaded files in Pipedrive
Common use cases:
Link Google Drive file to deal: { "item_type": "deal", "item_id": 123, "remote_id": "1a2b3c", "remote_location": "googledrive" }
Link Dropbox file to person: { "item_type": "person", "item_id": 456, "remote_id": "xyz789", "remote_location": "dropbox" }
Link OneDrive file to org: { "item_type": "organization", "item_id": 789, "remote_id": "abc123", "remote_location": "onedrive" }
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| item_type | Yes | Type of item to link the file to | |
| item_id | Yes | ID of the item to link the file to | |
| remote_id | Yes | ID of the file in the remote system | |
| remote_location | Yes | Remote file storage location |