Uploading files

Uploading a file is done in two steps.

1. Upload / store the file. This will give you a reference ID.
2. Attach the file to something, e.g. a deal, by giving the reference ID.

Note: both steps have exceptional request and response structures.

Step 1

First you must send a POST to https://crm-uploads.teamwork.com/uploads for general files (e.g. if adding files to a contact’s timeline) or https://crm-uploads.teamwork.com/avatar_uploads for avatars (e.g. contact avatars). Note: if your installation is an EU installation, the URL domain should be https://crm-uploads.eu.teamworkops.com instead.

In the body of the request provide the following fields:

• name
• content-type
• file

The file is then processed, thumbnails are generated, and a temporary reference ID is returned in the response;

{
	"tempId": "sokdfn043rj03dmw"
}

Step 2

Attach the file (or multiple) to the deal (for example) using POST files.json giving the temporary reference ID as well as the target entity’s type and ID;

{
  "files": [
    {
      "tempId": "...",
      "isAvatar": false,
      "description": "..."
    },
    {
      "tempId": "...",
      "isAvatar": true,
      "description": "..."
    }
  ],
  "target": {
    "id": 7,
    "type": "deals"
  }
}

This endpoint will return a 200 OK when successful.

Other endpoints

This document just covers how to upload a file. Check out GET files/:id.json and similar endpoints for getting, downloading, etc.

Feedback

If you have any feedback or suggestions, feel free to contact us at api@teamwork.com.