create_attachment
Attach base64-encoded files (PDF, image, doc) to a HawkSoft client record and optionally create a follow-up task.
Instructions
Attach a base64-encoded file (PDF, image, doc) to a client record.
Args:
agency_id: HawkSoft agency ID.
client_id: HawkSoft client number.
channel: Channel name or LogAction int (use list_channels for the catalog).
desc: One-line description of the file.
log_note: Log note text tied to this attachment.
file_name: File name including extension, e.g. "declaration_page.pdf".
file_b64: Base64-encoded file contents — NO data: URL prefix.
policy_id: Optional policy GUID to link to.
ref_id: Idempotency UUID (auto-generated if omitted).
ts: ISO 8601 timestamp (defaults to now).
task_title, task_description, task_due_date, task_assigned_to_role,
task_assigned_to_email, task_category: Optional follow-up task.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ts | No | ||
| desc | Yes | ||
| ref_id | No | ||
| channel | Yes | ||
| file_b64 | Yes | ||
| log_note | Yes | ||
| agency_id | Yes | ||
| client_id | Yes | ||
| file_name | Yes | ||
| policy_id | No | ||
| task_title | No | ||
| task_category | No | ||
| task_due_date | No | ||
| task_description | No | ||
| task_assigned_to_role | No | ||
| task_assigned_to_email | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |