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.
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.
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.
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 Zapier shows a blank folder list:
Go into HubSpot → Marketing → Files.
Open a folder and copy the folder ID from the URL.
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.
If uploads still don’t work, check Settings → Users & Teams in HubSpot to make sure the user has file edit/upload permissions.
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.
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.
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.