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[Pipedrive] How to save files from Mapsly to Pipedrive
[Pipedrive] How to save files from Mapsly to Pipedrive

In this article you will learn how to attach files from your Mapsly forms back to your Pipedrive persons, organizations, leads or activities

Erik avatar
Written by Erik
Updated over 2 years ago

You can send files captured by Mapsly forms back to Pipedrive as attachments to a person, organization, lead or activity. To do that:

1- Add a file field to your form:

In our case we will select "Image" as the allowed file type:

2- Configure Invoke URL

Now we will configure the Invoke URL action that will send your Mapsly files back to Pipedrive. In this example, we will cover the case with having just one file.

Go to Actions > click on + > choose Invoke URL

In the Invoke URL fill in the following:

  • Action Name

  • Method: POST

  • Content Type: POST MULTIPART FORM

  • URL parameter: api_token (with your Pipedrive API key as the value)

  • Form parameter: file with the path to your file field in Mapsly
    {{ GetFileContent("#{form.fields.file.value[0]}") }}

  • Form parameter: person_id with the ID of your record as the value (In this example, we are saving an attachment to a person record, but you can also use deal_id, org_id, product_id, activity_id if you want to attach a file to one of these objects)

After submitting a file you will see your files pushed under the person record:

If you have any questions or need help with configuring your Pipedrive automation contact Mapsly support team 24/7 by chat or email at [email protected], we'll be happy to help.


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