Add Documents to Client via Workflow
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Luc Pachan
This would be for documents NOT created/generated within GHL. Popular form software (such as GravityForms) can generate full PDFs of the form submissions and links to download those PDFs can be passed to GHL via webhook. I admittedly don't know if there are limitations that would prevent it, but if possible being able to upload a document to a contact card via a URL would be exceptionally helpful.
Another use case I can think of would be if you have a form that asks the end-user to upload a document, if that could be added directly to the contact card via automation, which would again be passed into GHL via a URL.
We are currently adding these URLs to Notes, and then manually downloading them/adding them to the 'Documents' section on the contact card.
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Keith Besherse
It seems another very valuable use case would be when the document is created by an external software and sent to the client via email with cc: to the CRM. We want the automation to recognize which Contact should be updated then extract the attachment (and any other relevant fields) then update the contact record in the CRM including uploading attachments to the Documents tab.
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Keith Lemay