Upload files from any source to your account Kommo or AmoCRM with a simple and reusable workflow.
Advantages of workflow
- It can split a large file into small ones and upload chunks.
- Works for Kommo and amoCRM
- There are 3 required parameters in total (drive_url, file_name and file_base64)
Where it can be useful
- To send files in a message to clients chat in Kommo or amoCRM
- To upload the generated files to the transaction or contact fields
- To upload files to notes
How it works
- Checking the file availability
- Opening the session to download the file
- Split the file into chunks, if necessary.
- Send parts of the file to CRM one at a time.
Installation Steps
- Import workflow
- Configuring Oauth2 credentials in Kommo or amoCRM
- Applying credentials for specific workflow steps
- Specifying the link to the file and the disk_url address
- Launching a workflow to upload a file to a Kommo or amoCRM account