Ajukan akses awal

Masukkan nama depan serta email atau nomor telepon Anda. Kami akan menghubungi Anda dengan detail akses Tajo.

Manajemen Berkas

Brevo CRM Files API memungkinkan Anda mengunggah dan mengelola lampiran berkas yang terkait dengan kontak, perusahaan, dan deal di dalam platform Tajo.

Ringkasan

Manajemen berkas penting untuk:

  • Dokumentasi deal menyimpan proposal, kontrak, dan perjanjian
  • Record pelanggan melampirkan faktur, kuitansi, dan korespondensi
  • Materi program loyalitas membagikan detail program dan ringkasan manfaat
  • Kepatuhan memelihara jejak audit dokumen untuk akun enterprise
  • Kolaborasi tim berbagi sumber daya antaranggota tim penjualan

Mulai cepat

Unggah berkas

POST https://api.brevo.com/v3/crm/files
Content-Type: multipart/form-data
api-key: YOUR_API_KEY
--boundary
Content-Disposition: form-data; name="file"; filename="enterprise-proposal.pdf"
Content-Type: application/pdf
[file content]
--boundary
Content-Disposition: form-data; name="dealIds"
deal_abc123def456
--boundary
Content-Disposition: form-data; name="companyIds"
comp_123456789
--boundary
Content-Disposition: form-data; name="contactIds"
12345
--boundary--

Respons

{
"id": "file_001",
"name": "enterprise-proposal.pdf",
"size": 245760,
"contentType": "application/pdf",
"dealIds": ["deal_abc123def456"],
"companyIds": ["comp_123456789"],
"contactIds": [12345],
"created_at": "2026-01-25T14:30:00Z"
}

Mengambil berkas

Menampilkan semua berkas

GET https://api.brevo.com/v3/crm/files?limit=50&offset=0&sort=desc
Content-Type: application/json
api-key: YOUR_API_KEY

Respons

{
"items": [
{
"id": "file_001",
"name": "enterprise-proposal.pdf",
"size": 245760,
"contentType": "application/pdf",
"dealIds": ["deal_abc123def456"],
"companyIds": ["comp_123456789"],
"created_at": "2026-01-25T14:30:00Z"
}
],
"total": 1
}

Memfilter berkas

GET https://api.brevo.com/v3/crm/files?filters[dealIds]=deal_abc123def456&sort=created_at:desc

Mengambil satu berkas

GET https://api.brevo.com/v3/crm/files/{file_id}
Content-Type: application/json
api-key: YOUR_API_KEY

Mengunduh berkas

GET https://api.brevo.com/v3/crm/files/{file_id}/data
api-key: YOUR_API_KEY

Otomatisasi manajemen berkas

Alur kerja dokumen deal

Kelola dokumen secara otomatis di sepanjang siklus hidup deal:

class DealDocumentManager {
constructor() {
this.filesApi = new FilesApi();
}
async attachProposal(dealId, proposalBuffer, companyName) {
const fileName = `proposal-${companyName.toLowerCase().replace(/\s+/g, '-')}-${Date.now()}.pdf`;
const file = await this.filesApi.uploadFile({
file: proposalBuffer,
fileName: fileName,
dealIds: [dealId]
});
// Create a note referencing the uploaded proposal
await this.notesApi.createNote({
text: `Proposal uploaded: ${fileName}`,
dealIds: [dealId]
});
return file;
}
async attachContract(dealId, contractBuffer, companyId) {
const fileName = `contract-${dealId}-${new Date().toISOString().slice(0, 10)}.pdf`;
const file = await this.filesApi.uploadFile({
file: contractBuffer,
fileName: fileName,
dealIds: [dealId],
companyIds: [companyId]
});
return file;
}
async getDealDocuments(dealId) {
const files = await this.filesApi.getFiles({
filters: { dealIds: dealId },
sort: 'created_at:desc'
});
return {
proposals: files.items.filter(f => f.name.startsWith('proposal-')),
contracts: files.items.filter(f => f.name.startsWith('contract-')),
other: files.items.filter(f =>
!f.name.startsWith('proposal-') && !f.name.startsWith('contract-')
),
totalSize: files.items.reduce((sum, f) => sum + f.size, 0)
};
}
}

Dokumen program loyalitas

class LoyaltyDocumentManager {
async generateAndAttachBenefitsSummary(companyId, tier) {
const company = await this.companiesApi.getCompany(companyId);
const summary = await this.generateBenefitsPDF({
companyName: company.name,
tier: tier,
benefits: this.getTierBenefits(tier),
annualSpend: company.attributes.annual_spend,
pointsBalance: company.attributes.loyalty_points
});
return await this.filesApi.uploadFile({
file: summary,
fileName: `loyalty-benefits-${tier.toLowerCase().replace(/\s+/g, '-')}.pdf`,
companyIds: [companyId]
});
}
async attachTierUpgradeDocuments(companyId, oldTier, newTier) {
const documents = [
{ name: 'tier-upgrade-confirmation', content: this.generateUpgradeConfirmation(oldTier, newTier) },
{ name: 'new-benefits-guide', content: this.generateBenefitsGuide(newTier) }
];
const uploaded = [];
for (const doc of documents) {
const file = await this.filesApi.uploadFile({
file: doc.content,
fileName: `${doc.name}-${Date.now()}.pdf`,
companyIds: [companyId]
});
uploaded.push(file);
}
return uploaded;
}
}

Tipe berkas yang didukung

KategoriEkstensiUkuran maksimum
Dokumen.pdf, .doc, .docx, .txt10 MB
Lembar kerja.xls, .xlsx, .csv10 MB
Gambar.png, .jpg, .jpeg, .gif5 MB
Presentasi.ppt, .pptx10 MB

Referensi metode API

// Upload a file
const file = await filesApi.uploadFile({
file: fileBuffer,
fileName: 'proposal.pdf',
dealIds: ['deal_abc123'],
companyIds: ['comp_123']
});
// Get file metadata
const file = await filesApi.getFile('file_001');
// Download file data
const fileData = await filesApi.downloadFile('file_001');
// Delete file
await filesApi.deleteFile('file_001');
// List files with filtering
const files = await filesApi.getFiles({
filters: { dealIds: 'deal_abc123' },
sort: 'created_at:desc',
limit: 50
});

Praktik terbaik

  1. Konvensi penamaan: Gunakan nama berkas yang deskriptif beserta tanggal agar mudah dikenali
  2. Tautkan record: Kaitkan berkas dengan semua deal, perusahaan, dan kontak terkait
  3. Manajemen versi: Sertakan nomor versi atau tanggal pada nama berkas
  4. Manajemen ukuran: Kompres berkas berukuran besar sebelum mengunggah
  5. Kontrol akses: Tinjau keterkaitan berkas secara berkala untuk memastikan akses yang tepat
  6. Pembersihan: Hapus dokumen usang agar record CRM tetap mudah dikelola

Penanganan kesalahan

try {
const file = await filesApi.uploadFile(fileData);
console.log('File uploaded:', file.id);
} catch (error) {
if (error.status === 400) {
console.error('Invalid file data:', error.message);
} else if (error.status === 413) {
console.error('File size exceeds maximum limit');
} else if (error.status === 415) {
console.error('Unsupported file type');
} else {
console.error('Unexpected error:', error);
}
}

Langkah berikutnya

Ajukan akses awal

Masukkan nama depan serta email atau nomor telepon Anda. Kami akan menghubungi Anda dengan detail akses Tajo.

deteksi otomatis
Asisten AI

Halo! Tanyakan apa saja tentang dokumentasi.