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Automating Folder Creation with the CreateFolder Workflow Action

Use the CreateFolder action in HubSpot workflows to automatically create and associate folders in the File Manager for any HubSpot object (standard or custom).

 

Overview

The CreateFolder workflow action generates a folder in HubSpot’s File Manager and links it to the triggering record—whether it’s a Ticket, Deal, or a custom object. You can define the folder’s name dynamically and control its path structure, creating nested folders on the fly if needed.

Before you begin

  • Portal ID: Locate your portal’s ID under WoodsPortal Admin > Client Portals.

  • File Manager access: Ensure your HubSpot user can create folders in the File Manager.

Step-by-Step Instructions

  1. Create a Workflow

    • In HubSpot, navigate to Automation > Workflows.

    • Create a new workflow (e.g., Ticket-based) and set your enrollment trigger (e.g., ticket status change).

  2. Add the CreateFolder Action

    • Under Actions, search for WoodsPortal Actions and select CreateFolder.




  3. Configure the CreateFolder Fields

    • Portal ID

      • Paste the portal ID copied from Client Portals in WoodsPortal Admin.

    • Folder Name

      • Enter a static name (e.g., “Support Ticket Files”) or click the token picker to insert dynamic values (e.g., **ticketname**, associated deal properties).

    • Folder Path

      • To create in the root folder, enter a single slash: /

      • To nest folders, provide a full path (e.g., /FolderOne/FolderTwo/FolderThree).

        • If intermediate folders don’t exist, WoodsPortal will create them automatically before creating your final Folder Name inside the deepest folder.


  4. Activate the Workflow

    • Review your settings and turn the workflow On.

    • Each time a record meets the trigger criteria, WoodsPortal will create and associate the folder accordingly.

Troubleshooting

Issue Resolution
Folder not appearing in File Manager Confirm your Portal ID is correct and the workflow has run on an enrolled record.
Nested folders not created Verify your Folder Path syntax uses forward slashes (/) and no trailing slash on the final segment.
Dynamic tokens not resolving Ensure the property you reference is available on the triggering record or its associated object.
 

Related articles

  • Managing HubSpot Object Associations in WoodsPortal

  • Configuring Menu Options in WoodsPortal

  • Managing User Access in WoodsPortal