---
title: How to Attach a File to a HubSpot Note Using Zapier
description: Learn how to attach a file to a HubSpot note using Zapier. Create notes, upload files, and connect them automatically with a simple 3-step workflow.
---

[WHInsights](https://www.whimpact.co/wh1nsights)

# [How to Attach a File to a HubSpot Note Using Zapier](https://www.whimpact.co/wh1nsights/how-to-attach-a-file-to-a-hubspot-note-using-zapier)

 Written by [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) | Oct 8, 2025 11:14:41 PM

Have you ever wanted to create a note and attach a file in HubSpot using Zapier?  
In this week’s WHInsight, I’ll show you exactly how to do that.

## The Background

Someone reached out to me through my website chat yesterday asking if it was possible to attach a file to a note in HubSpot through Zapier. The short answer is **yes**—and I’ll walk you through how.

## Step 1: Create the Note in HubSpot

Start with the **Create Engagement** step in Zapier.

- **Engagement type:** Choose “Note.”
- **Assign to:** Optional—assign it to a HubSpot owner if you’d like.
- **Note body:** You can write plain text or even drop in HTML if you want some formatting. (Tip: search “text to HTML converter” if you need one.)
- **Associations:** Link the note to your record—contact, company, deal, or ticket.  
  In my example, I’m using a **deal**, so I pulled the **Deal ID** right from the URL in HubSpot.

Once you test the step, you should see the note show up on the record.

## Step 2: Upload the File to HubSpot

Next, use the **Upload File** step (HubSpot app) in Zapier.

- Choose a **folder** where you want to upload the file.
- Map the **file name** from your trigger (for example, an email attachment or Drive file).
- Set the **visibility**—I usually recommend “Private.”
- Then map the **file** from the earlier step.

That’s it for the upload part.

### If You Don’t See Any Folders

If Zapier shows a blank folder list:

1. Go into HubSpot → **Marketing → Files**.
2. Open a folder and copy the **folder ID** from the URL.
3. Back in Zapier, switch the folder field to **Custom** and paste that ID in.

That should fix it. If not, it could be a cache or cookie issue—try a quick browser restart or reach out to Zapier support.

### Permissions Check

If uploads still don’t work, check **Settings → Users & Teams** in HubSpot to make sure the user has **file edit/upload** permissions.

## Step 3: Attach the File to the Note

This last step ties everything together.

Add an **API Request (Beta)** step in Zapier.

- **Method:** PATCH
- **URL:**
  
   
  
  
  
  
  
  `https://api.hubapi.com/crm/v3/objects/notes/{NOTE_ID}`
  
  
  
  Replace `{NOTE_ID}` with the Note ID from your first step.
- **Headers:**
  
   
  
  
  
  
  
  `Content-Type: application/json`
- **Body:**
  
   
  
  
  
  
  
  `{ "properties": { "hs_attachment_ids": "[123456789]" } }`

That number is the **file ID** from your upload step.  
If you’re attaching more than one file, just separate them with commas like `"[123,456]"`.

When you test it, refresh your HubSpot record—you’ll see the note with your file attached. You’ll also see it listed in the new **Attachments** section on the right-hand side of the record, which can be super handy once things start to get busy.

## Bonus Tip

If your file folders aren’t appearing dynamically, that folder ID trick can come in handy across a lot of Zapier steps—not just this one.

## Wrapping Up

That’s it.  
Create the note → upload the file → patch the note with the file ID.

It all happens within milliseconds, so to your users it looks like one seamless action.

If you run into any issues or have a question like this, just use the chat widget on my website. It really does come straight to me—not a bot—and I’ll get back to you as soon as I can.

Bye for now.

 

[View full post](https://www.whimpact.co/wh1nsights/how-to-attach-a-file-to-a-hubspot-note-using-zapier)

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