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/filesContent-Type: multipart/form-dataapi-key: YOUR_API_KEY
--boundaryContent-Disposition: form-data; name="file"; filename="enterprise-proposal.pdf"Content-Type: application/pdf
[file content]--boundaryContent-Disposition: form-data; name="dealIds"
deal_abc123def456--boundaryContent-Disposition: form-data; name="companyIds"
comp_123456789--boundaryContent-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=descContent-Type: application/jsonapi-key: YOUR_API_KEYRespons
{ "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:descMengambil satu berkas
GET https://api.brevo.com/v3/crm/files/{file_id}Content-Type: application/jsonapi-key: YOUR_API_KEYMengunduh berkas
GET https://api.brevo.com/v3/crm/files/{file_id}/dataapi-key: YOUR_API_KEYOtomatisasi 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
| Kategori | Ekstensi | Ukuran maksimum |
|---|---|---|
| Dokumen | .pdf, .doc, .docx, .txt | 10 MB |
| Lembar kerja | .xls, .xlsx, .csv | 10 MB |
| Gambar | .png, .jpg, .jpeg, .gif | 5 MB |
| Presentasi | .ppt, .pptx | 10 MB |
Referensi metode API
// Upload a fileconst file = await filesApi.uploadFile({ file: fileBuffer, fileName: 'proposal.pdf', dealIds: ['deal_abc123'], companyIds: ['comp_123']});
// Get file metadataconst file = await filesApi.getFile('file_001');
// Download file dataconst fileData = await filesApi.downloadFile('file_001');
// Delete fileawait filesApi.deleteFile('file_001');
// List files with filteringconst files = await filesApi.getFiles({ filters: { dealIds: 'deal_abc123' }, sort: 'created_at:desc', limit: 50});Praktik terbaik
- Konvensi penamaan: Gunakan nama berkas yang deskriptif beserta tanggal agar mudah dikenali
- Tautkan record: Kaitkan berkas dengan semua deal, perusahaan, dan kontak terkait
- Manajemen versi: Sertakan nomor versi atau tanggal pada nama berkas
- Manajemen ukuran: Kompres berkas berukuran besar sebelum mengunggah
- Kontrol akses: Tinjau keterkaitan berkas secara berkala untuk memastikan akses yang tepat
- 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
- Manajemen Perusahaan - Kelola akun korporat
- Manajemen Deal - Lacak sales pipeline
- Manajemen Tugas - Kelola aktivitas penjualan
- Catatan - Dokumentasikan interaksi pelanggan