Automating Folder Creation with the CreateFolder Workflow Action

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