You can send files captured by Mapsly forms back to your Freshworks account. 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 Freshworks. In this example, we will cover the case with having just one file to a contact.

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

  • Target URL: https://YOUR_DOMAIN.myfreshworks.com/crm/sales/api/documents

  • Header parameter: Authorization (with Token token=YOUR_API_KEY). You can find your API key by going to Settings > API Settings.

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

  • Form parameter: file_name with the name of the file to be uploaded, name of the file will be taken if this field is left blank

  • Form parameter: is_shared - File will be shared if this field is true

  • Form parameter: targetable_id - ID of lead/contact/sales account/deal/product against whom the link is created. You can use {{ record.id }}

  • Form parameter: targetable_type - string that denotes against which entity file is uploaded

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

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

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