--- title: Use the CreateFolder action in HubSpot workflows to automatically create and associate folders in the File Manager for any HubSpot object (standard or custom). description:   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, image: https://digitalwoods.io/hubfs/Green%20White%20Illustration%20Learning%20Presentation-1.webp --- [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) - [FAQ](https://woodsportal.digitalwoods.io/faq) - [Contact](https://woodsportal.digitalwoods.io/contact) [Get Started Free](https://app.woodsportal.com/login) Book a Demo [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) - [FAQ](https://woodsportal.digitalwoods.io/faq) - [Contact](https://woodsportal.digitalwoods.io/contact) ###### Follow Us Book a Demo [Home](https://digitalwoods.io/) [Blog](https://digitalwoods.io/resources) Knowlege-Base Share # Automating Folder Creation with the CreateFolder Workflow Action ![featured\_image](https://digitalwoods.io/hubfs/Green%20White%20Illustration%20Learning%20Presentation-1.webp) Content Index   ### **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**. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jun-30-2025-06-10-21-2418-PM-2.png?width=467&height=387&name=image-png-Jun-30-2025-06-10-21-2418-PM-2.png) 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. |     Share this article: ### Have a project in mind? Let's talk about your website, SEO, or digital marketing goals. [Get in Touch](https://digitalwoods.io/contact-us) ### Categories [digitalWoods](https://digitalwoods.io/resources/tag/digitalwoods) [Content Management](https://digitalwoods.io/resources/tag/content-management) [Data & Associations](https://digitalwoods.io/resources/tag/data-associations) Built for HubSpot Teams ## Revolutionize How Your Customers Interact With Your Data. Get started with WoodsPortal today or book a demo with our team. Book a Demo [Get Started Free](https://app.woodsportal.com/login) ![](https://digitalwoods.io/hubfs/woods-portal-dark.png) - Dashboard - Contacts - Companies - Tickets - Documents - Requests Welcome ![Footer shape](https://digitalwoods.io/hubfs/s1-shape-1.webp) [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) #### Secure Custom-Branded Portal - Built Natively for HubSpot Give your clients secure access to CRM records, files, and updates — with full design control from within HubSpot CMS. ##### Product - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Blog](https://digitalwoods.io/resources) - [Knowledge Base](https://digitalwoods.io/resources/tag/knowlege-base) - [FAQ](https://woodsportal.digitalwoods.io/faq) ##### Company - [Contact](https://woodsportal.digitalwoods.io/contact) - [Privacy Policy](https://digitalwoods.io/privacy-policy) - [Terms of Service](https://digitalwoods.io/terms-of-service) © 2026 WoodsPortal - All rights reserved. ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Admin", "url" : "https://digitalwoods.io/resources/author/admin" }, "dateModified" : "2026-09-17T05:13:28.577Z", "datePublished" : "2026-09-17T05:13:28.000Z", "headline" : "Use the CreateFolder action in HubSpot workflows to automatically create and associate folders in the File Manager for any HubSpot object (standard or custom).", "image" : [ "https://digitalwoods.io/hubfs/Green%20White%20Illustration%20Learning%20Presentation-1.webp" ], "mainEntityOfPage" : { "@id" : "https://digitalwoods.io/resources/knowledge-base/automating-folder-creation-with-the-createfolder-workflow-action", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://digitalwoods.io/hubfs/digitalWoods%20logo.png" }, "name" : "DigitalWoods Technologies Inc" } } ```