⛓️ Generate a download link
Automatically create a time-limited download link for a ChiliDocs document in a workflow and write it into a property of your choice.
The "Generate Download Link" workflow action writes a time-limited link to the generated document into a property of the enrolled record. From there you can reuse the link in a workflow email.
✅ Two ways to reference the document
Search by filename → Enter a substring and ChiliDocs finds the first matching file.
Use previous generated document → Reference the document from a previous ChiliDocs action.
👉 Important for method 2:
Click into the File (use previous) field.
In the dropdown, select "Action outputs" (under "Action properties", at the very bottom).
Pick the variable "File ID".
✅ Target property
Choose the property the link should be written to.
Enter the internal property name explicitly – not as a data variable.
It must be a property of the enrolled object (for deal enrollment: a deal property).
✅ Link validity
Default is 30 days, maximum 365 days. You set the duration in the action.
✅ Available on
Contacts, companies, deals, tickets, orders, quotes and custom objects.
⚠️ Not available for subscriptions
HubSpot doesn't offer a permission to write subscription properties, so "Generate Download Link" is not selectable for subscriptions.
⚠️ Error: PROPERTY_UPDATE_FAILED
If HubSpot rejects the property write, the action fails immediately with PROPERTY_UPDATE_FAILED – there are no retries. Common causes:
The property doesn't exist or was deleted.
The property is read-only.
For quotes: the quote can't be saved (no deal associated, currency mismatch, e-signature without signers).
Check the target property and the record's data in those cases.
💡 Example
Generate a quote → generate a download link → send it to the customer in a workflow email. Use a personalization token in the mail body:
{{ personalization_token("object.property", "Document") }}
Example: deal.document.
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