Download file from URL and attach to CRM card
The Download file from URL and attach to CRM card robot downloads a file from a link and attaches it to a file field of a CRM entity (deal, contact, company, lead) in Bitrix24 (Alaio) business processes and robots. It takes the URL, entity type, ID, file field code and file name. It returns a success flag (Y/N) and the name of the attached file. Does not run in demo mode.
The robot downloads a file from a given link and immediately attaches it to a file field of a deal, contact, company or lead — without uploading to the card by hand. Provide the file URL, the entity type (deal / contact / company / lead), its ID, the file field code (e.g. UF_CRM_DOCS) and, optionally, the file name (if left empty it is taken from the URL). Only http and https links are supported; redirects are checked on every hop, the download size is capped, and on an HTTP error or an empty response no file is attached. Typical use cases: pull an invoice or a contract into a deal from a link in an external system, attach to a contact a document generated by a third-party service. The robot returns a Y/N flag and the file name — check them in the condition of the next step. Does not run while Bitrix24 (Alaio) is in demo mode.
What input parameters does the robot accept?
| Parameter | Type | Required? | Default |
|---|---|---|---|
| File URL | string | yes | |
| Entity type: deal / contact / company / lead | string | yes | |
| Entity ID | int | yes | |
| File field code (e.g. UF_CRM_DOCS) | string | yes | |
| File name (leave empty to extract from URL) | string | — |
What does the robot return?
| Parameter | Type |
|---|---|
| Success (Y/N) | string |
| Name of the attached file | string |
What errors can the robot return?
The robot writes these messages to the business process log when it cannot complete a step. The text tells you what to fix in the settings or the data.
- Error: invalid parameters
- Error: HTTP {code}
- Error: too many redirects
- Error: empty response body
- Error: file exceeds {max} bytes
- cURL error: {error}
- This robot does not run while Bitrix24 is in demo mode or if the plan could not be determined.
Scenario: attaching a contract to a deal
- A deal enters the Signing stage
- The robot downloads the PDF contract from a URL in an external service
- The file is attached to the UF_CRM_DOCS field, the process continues on a Y flag