Clear temporary files tied to deal progress
Delete a named temporary Convertapi upload when a deal stage change makes it no longer needed.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Delete Uploaded File
Tool to delete a previously uploaded file. use when the file is no longer needed and should be removed from temporary storage.
Why this helps
Temporary files that are no longer needed can remain in the processing workspace and add clutter.
- Removes a previously uploaded file by instruction.
- Supports cleanup when a deal process no longer needs a temporary upload.
- Uses the deal stage update as the workflow trigger.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Convertapi once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis which no longer needed Convertapi file id to delete when the deal updates.
- 4Pick HubSpot Deal Stage Updated as the trigger and choose a report destination.
- 5Test with a real stage update and a file id that is safe to remove.
Questions about this workflow
Does a stage change automatically identify obsolete files?
No. Your instruction or available data must identify a previously uploaded file id that should be deleted.
Can deleted files be restored?
The listed action deletes a previously uploaded file. Treat the specified file as no longer needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Convertapi. A trigger fires from one place; an action lands in another.
Hubspot triggers
Convertapi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Contact Created Trigger
Contact Created Trigger
Delete Uploaded File
Tool to delete a previously uploaded file. use when the file is no longer needed and should be removed from temporary storage.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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When this happens · Trigger
Do this · Action
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