Messaging, documents, and calendar work

Archive a signed quote document

Archive a signed quote document in HubSpot Files and associate it with a deal.

Available recipeIncludes configuration, sample data and tests

Make it your own

Review the setup and limits below, then open an editable copy in Turbyn.

Use this recipe

Your selection stays with you through signup.

What it does

Requires a signed quote and document URL; dry runs never write.

What to customize

Use a pre-created workflow-populated boolean signed verification property; configure the Files folder and bounded polling.

Run the included tests with your configuration and mappings. Review success, missing-input and failure results before publishing.

Expected outcome

This included example runs in dry-run mode with synthetic data. Integration tests separately cover provider responses using test doubles. It is not a live customer result.

Sample input

sample-input.json

{
  "inputFields": {
    "field1": "{\"dealId\":\"deal-1\",\"quoteId\":\"quote-1\",\"documentUrl\":\"https://files.test/signed.pdf\"}"
  }
}

Sample output

sample-output.json

{
  "outputFields": {
    "output1": "dry_run",
    "output2": "",
    "output3": "{\"wouldImport\":\"https://files.test/signed.pdf\",\"wouldAssociate\":\"deal-1\"}"
  }
}

Returned fields

output1: archived, ineligible, dry_run, error
output2: file ID
output3: details or reason

What changes when it runs

Reads quote and creates a HubSpot file plus association.

Ready to try it with your rules?

Map your inputs, test a sample and publish the version you’ve checked.

Use this recipe