Zaprosite za zgodnji dostop

Vnesite ime ter e-poštni naslov ali telefonsko številko. Poslali vam bomo podrobnosti o dostopu do platforme Tajo.

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Upravljanje datotek

API za datoteke v Brevo CRM vam omogoča nalaganje in upravljanje priloženih datotek, povezanih s stiki, podjetji in posli v platformi Tajo.

Pregled

Upravljanje datotek je ključno za:

  • Dokumentacijo poslov shranjevanje ponudb, pogodb in dogovorov
  • Evidence strank pripenjanje računov, potrdil in korespondence
  • Gradiva programa zvestobe deljenje podrobnosti programa in povzetkov ugodnosti
  • Skladnost vodenje revizijskih sledi dokumentov za račune Enterprise
  • Sodelovanje ekipe deljenje virov med člani prodajne ekipe

Hitri začetek

Nalaganje datoteke 

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--

Odziv 

{
  "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"
}

Pridobivanje datotek

Seznam vseh datotek 

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

Odziv 

{
  "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
}

Filtriranje datotek 

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

Pridobivanje posamezne datoteke 

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

Prenos datoteke 

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

Avtomatizacija upravljanja datotek

Potek dela z dokumenti posla

Samodejno upravljajte dokumente skozi celoten življenjski cikel posla:

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)
    };
  }
}

Dokumenti programa zvestobe 

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;
  }
}

Podprte vrste datotek

KategorijaKončniceNajvečja velikost
Dokumenti.pdf, .doc, .docx, .txt10 MB
Preglednice.xls, .xlsx, .csv10 MB
Slike.png, .jpg, .jpeg, .gif5 MB
Predstavitve.ppt, .pptx10 MB

Referenca metod 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
});

Najboljše prakse

  1. Dogovori o poimenovanju: uporabljajte opisna imena datotek z datumi za lažje prepoznavanje
  2. Povezovanje zapisov: datoteke povežite z vsemi povezanimi posli, podjetji in stiki
  3. Upravljanje različic: v imena datotek vključite številke različic ali datume
  4. Upravljanje velikosti: velike datoteke pred nalaganjem stisnite
  5. Nadzor dostopa: redno preverjajte povezave datotek in tako zagotovite ustrezen dostop
  6. Čiščenje: odstranite zastarele dokumente, da zapisi v CRM ostanejo obvladljivi

Obravnava napak 

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);
  }
}

Naslednji koraki

Zaprosite za zgodnji dostop

Vnesite ime ter e-poštni naslov ali telefonsko številko. Poslali vam bomo podrobnosti o dostopu do platforme Tajo.

samodejno prepoznavanje
AI pomočnik

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