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Automations: Add a ...
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Automations Automations: Add a file to business account


Topic starter

I would like to automate this:
When an account is added to ____ list,
Add file to account "Files".

2 Answers

This will be awesome. For me, I would love to be able to add a pdf document to multiple accounts simultaneously.

I have found a workaround by creating a product and uploading the files I want clients to access. Then I can add this product to multiple accounts.

See screenshot for example

FREE Guide example




This is a really interesting potential action! If you don't mind me asking, what file (or type of file) would you be uploading automatically?