Records a file you uploaded with an upload URL,
as a knowledge base file or as a file attached to records, tasks or other resources. This is
the last of three steps; see the steps above.
Knowledge base files. With isKbFile: true the file is linked to your workspace
automatically, and Heliyos copies it into the workers’ workspace and extracts its text so
workers can read it. Text extraction can finish a little after this call returns.
Retries are safe. Creating a file again with the same storageKey returns the file
already created, unchanged, instead of a second one.
The file is checked before anything is written: storageKey must be inside your workspace’s
folder and url must point at exactly that key. Every entry in relationships must name a
resource of your workspace.
Call Create an upload URL with the file’s name,
content type and size.
2
Upload the bytes
PUT the file to presignedUrl with the same Content-Type and Content-Length, without
your API key.
3
Create the file
Call this endpoint with storageKey set to fileKey, url set to
https://{bucketName}.s3.amazonaws.com/{fileKey}, storageProvider set to S3, and the
same fileName, mimeType and fileSize.
A workspace API key, sent as Authorization: Bearer heliyos_.... Create one in Heliyos under Settings → API keys. A key acts as a workspace admin in the one workspace it was created in.
https://{bucketName}.s3.amazonaws.com/{fileKey}, built from the upload URL response. HTTPS only, with no port, credentials, query or fragment. Up to 2,048 characters.
Optional. The resources to attach the file to: records (company, people, deal or a custom object's type, with schemaId), task, note, comment, interaction, meeting, email, chat or list, up to 200 entries. Each must belong to your workspace. An organization entry may only name your own workspace.
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/v1/platform/interactions","href":"/api-reference/interactions/list-interactions"},{"title":"Get an interaction","deprecated":null,"version":null,"sidebarTitle":"Get an interaction","openapi":"/api-reference/openapi.json get /v1/platform/interactions/{id}","href":"/api-reference/interactions/get-an-interaction"}]},{"group":"Notes","icon":"https://mintlify.s3.us-west-1.amazonaws.com/heliyos/icons/app-notes.svg","pages":[{"title":"List notes","deprecated":null,"version":null,"sidebarTitle":"List notes","openapi":"/api-reference/openapi.json get /v1/platform/notes","href":"/api-reference/notes/list-notes"},{"title":"Get a note","deprecated":null,"version":null,"sidebarTitle":"Get a note","openapi":"/api-reference/openapi.json get /v1/platform/notes/{id}","href":"/api-reference/notes/get-a-note"},{"title":"Create a note","deprecated":null,"version":null,"sidebarTitle":"Create a note","openapi":"/api-reference/openapi.json post /v1/platform/notes","href":"/api-reference/notes/create-a-note"},{"title":"Update a note","deprecated":null,"version":null,"sidebarTitle":"Update a note","openapi":"/api-reference/openapi.json patch /v1/platform/notes/{id}","href":"/api-reference/notes/update-a-note"},{"title":"Delete a note","deprecated":null,"version":null,"sidebarTitle":"Delete a note","openapi":"/api-reference/openapi.json delete /v1/platform/notes/{id}","href":"/api-reference/notes/delete-a-note"}]},{"group":"Tasks","icon":"https://mintlify.s3.us-west-1.amazonaws.com/heliyos/icons/app-tasks.svg","pages":[{"title":"List tasks","deprecated":null,"version":null,"sidebarTitle":"List tasks","openapi":"/api-reference/openapi.json get /v1/platform/tasks","href":"/api-reference/tasks/list-tasks"},{"title":"Get a task","deprecated":null,"version":null,"sidebarTitle":"Get a task","openapi":"/api-reference/openapi.json get /v1/platform/tasks/{id}","href":"/api-reference/tasks/get-a-task"},{"title":"Create a task","deprecated":null,"version":null,"sidebarTitle":"Create a task","openapi":"/api-reference/openapi.json post /v1/platform/tasks","href":"/api-reference/tasks/create-a-task"},{"title":"Update a task","deprecated":null,"version":null,"sidebarTitle":"Update a task","openapi":"/api-reference/openapi.json patch /v1/platform/tasks/{id}","href":"/api-reference/tasks/update-a-task"},{"title":"Delete a task","deprecated":null,"version":null,"sidebarTitle":"Delete a task","openapi":"/api-reference/openapi.json delete /v1/platform/tasks/{id}","href":"/api-reference/tasks/delete-a-task"},{"title":"Run workers on a task","deprecated":null,"version":null,"sidebarTitle":"Run workers on a task","openapi":"/api-reference/openapi.json post /v1/platform/tasks/{id}/runs","href":"/api-reference/tasks/run-workers-on-a-task"}]},{"group":"Workers and runs","icon":"https://mintlify.s3.us-west-1.amazonaws.com/heliyos/icons/app-workers.svg","pages":[{"title":"List workers","deprecated":null,"version":null,"sidebarTitle":"List workers","openapi":"/api-reference/openapi.json get /v1/platform/agents","href":"/api-reference/workers-and-runs/list-workers"},{"title":"Get a worker","deprecated":null,"version":null,"sidebarTitle":"Get a worker","openapi":"/api-reference/openapi.json get /v1/platform/agents/{id}","href":"/api-reference/workers-and-runs/get-a-worker"},{"title":"Create a worker","deprecated":null,"version":null,"sidebarTitle":"Create a worker","openapi":"/api-reference/openapi.json post /v1/platform/agents","href":"/api-reference/workers-and-runs/create-a-worker"},{"title":"Update a worker","deprecated":null,"version":null,"sidebarTitle":"Update a worker","openapi":"/api-reference/openapi.json patch /v1/platform/agents/{id}","href":"/api-reference/workers-and-runs/update-a-worker"},{"title":"Delete a worker","deprecated":null,"version":null,"sidebarTitle":"Delete a worker","openapi":"/api-reference/openapi.json delete /v1/platform/agents/{id}","href":"/api-reference/workers-and-runs/delete-a-worker"},{"title":"Ask Heliyos","deprecated":null,"version":null,"sidebarTitle":"Ask Heliyos","openapi":"/api-reference/openapi.json post /v1/platform/orchestrator/chats","href":"/api-reference/workers-and-runs/ask-heliyos"},{"title":"List runs","deprecated":null,"version":null,"sidebarTitle":"List runs","openapi":"/api-reference/openapi.json get /v1/platform/workers/runs","href":"/api-reference/workers-and-runs/list-runs"},{"title":"Get a run","deprecated":null,"version":null,"sidebarTitle":"Get a run","openapi":"/api-reference/openapi.json get /v1/platform/workers/runs/{id}","href":"/api-reference/workers-and-runs/get-a-run"},{"title":"List triggers","deprecated":null,"version":null,"sidebarTitle":"List triggers","openapi":"/api-reference/openapi.json get /v1/platform/workers/triggers","href":"/api-reference/workers-and-runs/list-triggers"},{"title":"List actions","deprecated":null,"version":null,"sidebarTitle":"List actions","openapi":"/api-reference/openapi.json get /v1/platform/workers/tools","href":"/api-reference/workers-and-runs/list-actions"}]},{"group":"Reviews","icon":"https://mintlify.s3.us-west-1.amazonaws.com/heliyos/icons/tasks.svg","pages":[{"title":"List reviews","deprecated":null,"version":null,"sidebarTitle":"List reviews","openapi":"/api-reference/openapi.json get /v1/platform/reviews","href":"/api-reference/reviews/list-reviews"},{"title":"Get a review","deprecated":null,"version":null,"sidebarTitle":"Get a review","openapi":"/api-reference/openapi.json get /v1/platform/reviews/{id}","href":"/api-reference/reviews/get-a-review"},{"title":"Approve or reject a review","deprecated":null,"version":null,"sidebarTitle":"Approve or reject a review","openapi":"/api-reference/openapi.json post /v1/platform/reviews/{id}/decisions","href":"/api-reference/reviews/approve-or-reject-a-review"}]},{"group":"Scouts","icon":"https://mintlify.s3.us-west-1.amazonaws.com/heliyos/icons/app-scouts.svg","pages":[{"title":"List workspace Scouts","deprecated":null,"version":null,"sidebarTitle":"List workspace scouts","openapi":"/api-reference/openapi.json get /v1/platform/global-scouts","href":"/api-reference/scouts/list-workspace-scouts"},{"title":"Get a workspace Scout","deprecated":null,"version":null,"sidebarTitle":"Get a workspace scout","openapi":"/api-reference/openapi.json get /v1/platform/global-scouts/{id}","href":"/api-reference/scouts/get-a-workspace-scout"},{"title":"Create a custom Scout","deprecated":null,"version":null,"sidebarTitle":"Create a custom scout","openapi":"/api-reference/openapi.json post /v1/platform/global-scouts","href":"/api-reference/scouts/create-a-custom-scout"},{"title":"Update a custom Scout","deprecated":null,"version":null,"sidebarTitle":"Update a custom scout","openapi":"/api-reference/openapi.json patch /v1/platform/global-scouts/{id}","href":"/api-reference/scouts/update-a-custom-scout"},{"title":"Set a workspace Scout state","deprecated":null,"version":null,"sidebarTitle":"Set a workspace scout state","openapi":"/api-reference/openapi.json post /v1/platform/global-scouts/{id}/state","href":"/api-reference/scouts/set-a-workspace-scout-state"},{"title":"Delete a custom Scout","deprecated":null,"version":null,"sidebarTitle":"Delete a custom scout","openapi":"/api-reference/openapi.json delete /v1/platform/global-scouts/{id}","href":"/api-reference/scouts/delete-a-custom-scout"},{"title":"List company Scouts","deprecated":null,"version":null,"sidebarTitle":"List company scouts","openapi":"/api-reference/openapi.json get /v1/platform/companies/{id}/scouts","href":"/api-reference/scouts/list-company-scouts"},{"title":"Add Scouts to a company","deprecated":null,"version":null,"sidebarTitle":"Add scouts to a company","openapi":"/api-reference/openapi.json post /v1/platform/companies/{id}/scouts","href":"/api-reference/scouts/add-scouts-to-a-company"},{"title":"Remove company Scouts","deprecated":null,"version":null,"sidebarTitle":"Remove company scouts","openapi":"/api-reference/openapi.json delete /v1/platform/companies/{id}/scouts","href":"/api-reference/scouts/remove-company-scouts"}]},{"group":"Signals","icon":"https://mintlify.s3.us-west-1.amazonaws.com/heliyos/icons/app-signals.svg","pages":[{"title":"List signals","deprecated":null,"version":null,"sidebarTitle":"List signals","openapi":"/api-reference/openapi.json get /v1/platform/signals","href":"/api-reference/signals/list-signals"},{"title":"List workspace Scout signals","deprecated":null,"version":null,"sidebarTitle":"List workspace scout signals","openapi":"/api-reference/openapi.json get /v1/platform/global-scouts/{id}/signals","href":"/api-reference/signals/list-workspace-scout-signals"},{"title":"Mark a signal read","deprecated":null,"version":null,"sidebarTitle":"Mark a signal read","openapi":"/api-reference/openapi.json post /v1/platform/signals/{id}/read","href":"/api-reference/signals/mark-a-signal-read"},{"title":"Mark signals read in bulk","deprecated":null,"version":null,"sidebarTitle":"Mark signals read in bulk","openapi":"/api-reference/openapi.json post /v1/platform/signals/bulk-read","href":"/api-reference/signals/mark-signals-read-in-bulk"}]},{"group":"Watchlist","icon":"https://mintlify.s3.us-west-1.amazonaws.com/heliyos/icons/app-watchlist.svg","pages":[{"title":"Get watchlist statistics","deprecated":null,"version":null,"sidebarTitle":"Get watchlist statistics","openapi":"/api-reference/openapi.json get /v1/platform/watchlist/statistics","href":"/api-reference/watchlist/get-watchlist-statistics"},{"title":"Watch a company","deprecated":null,"version":null,"sidebarTitle":"Watch a company","openapi":"/api-reference/openapi.json post /v1/platform/companies/{id}/watch","href":"/api-reference/watchlist/watch-a-company"},{"title":"Unwatch a company","deprecated":null,"version":null,"sidebarTitle":"Unwatch a company","openapi":"/api-reference/openapi.json delete /v1/platform/companies/{id}/watch","href":"/api-reference/watchlist/unwatch-a-company"}]},{"group":"Knowledge base","icon":"https://mintlify.s3.us-west-1.amazonaws.com/heliyos/icons/app-knowledge.svg","pages":[{"title":"Get the knowledge base","deprecated":null,"version":null,"sidebarTitle":"Get the knowledge base","openapi":"/api-reference/openapi.json get /v1/auth/organizations/current","href":"/api-reference/knowledge-base/get-the-knowledge-base"},{"title":"Update the knowledge base","deprecated":null,"version":null,"sidebarTitle":"Update the knowledge base","openapi":"/api-reference/openapi.json patch /v1/auth/organizations/current","href":"/api-reference/knowledge-base/update-the-knowledge-base"}]},{"group":"Files","icon":"https://mintlify.s3.us-west-1.amazonaws.com/heliyos/icons/app-file.svg","pages":[{"title":"Create an upload URL","description":"Returns a short-lived signed URL to upload one file's bytes to, the first of three steps.\nNothing is stored and no file exists until you create it with\n**Create a file**.\n\nThe URL is valid for one hour and accepts exactly one body: the `Content-Type` and\n`Content-Length` you send with the `PUT` must equal `mimeType` and `fileSize` here, or storage\nrefuses the upload.\n\n**Accepted content types.** Images (`image/png`, `image/jpeg`, `image/jpg`, `image/gif`,\n`image/webp`, `image/heic`, `image/heif`, `image/bmp`, `image/tiff`), PDF (`application/pdf`),\nOffice and OpenDocument files (`application/msword`,\n`application/vnd.openxmlformats-officedocument.wordprocessingml.document`,\n`application/vnd.ms-excel`, `application/vnd.openxmlformats-officedocument.spreadsheetml.sheet`,\n`application/vnd.ms-powerpoint`,\n`application/vnd.openxmlformats-officedocument.presentationml.presentation`,\n`application/vnd.oasis.opendocument.text`, `application/vnd.oasis.opendocument.spreadsheet`,\n`application/vnd.oasis.opendocument.presentation`), `application/rtf`, text and data\n(`text/plain`, `text/csv`, `text/tab-separated-values`, `text/markdown`, `application/json`,\n`text/calendar`, `message/rfc822`), audio (`audio/mpeg`, `audio/mp4`, `audio/x-m4a`,\n`audio/wav`, `audio/x-wav`, `audio/webm`, `audio/ogg`), video (`video/mp4`, `video/quicktime`,\n`video/webm`), ZIP (`application/zip`, `application/x-zip-compressed`) and\n`application/octet-stream` for anything else. HTML, SVG, XML, scripts and executables are\nrefused. Text types and `application/json` may carry a `; charset=` parameter.","deprecated":null,"version":null,"sidebarTitle":"Create an upload url","openapi":"/api-reference/openapi.json post /v1/platform/attachments/presigned-urls","href":"/api-reference/files/create-an-upload-url"},{"title":"Create a file","deprecated":null,"version":null,"sidebarTitle":"Create a file","openapi":"/api-reference/openapi.json post /v1/platform/attachments","href":"/api-reference/files/create-a-file"},{"title":"List files","description":"Returns the workspace's files, newest first: knowledge base files and files attached to\nresources. Use `kind` to list only one of the two.\n\nBy default the list pages with a cursor: pass `limit`, then send `meta.pagination.next_cursor`\nback as `cursor` for the next page. A `sort` or `page` in `filters`, or the `page` parameter,\nswitches to page-number paging, sorted by creation date (newest first) unless you sort, with\n`meta.pagination` holding `page`, `limit`, `totalPages`, `count` and `hasMore`. See\n[Pagination](/api-reference/pagination) and [Filtering and sorting](/api-reference/filtering).\n\nTo list the files attached to one record, send `{\"objectId\": \"\u003crecord id>\"}` in `filters`.","deprecated":null,"version":null,"sidebarTitle":"List files","openapi":"/api-reference/openapi.json get /v1/platform/attachments","href":"/api-reference/files/list-files"},{"title":"Get a file","deprecated":null,"version":null,"sidebarTitle":"Get a file","openapi":"/api-reference/openapi.json get /v1/platform/attachments/{id}","href":"/api-reference/files/get-a-file"},{"title":"Get a file download link","deprecated":null,"version":null,"sidebarTitle":"Get a file download link","openapi":"/api-reference/openapi.json get /v1/platform/attachments/{id}/download","href":"/api-reference/files/get-a-file-download-link"},{"title":"Delete a file","deprecated":null,"version":null,"sidebarTitle":"Delete a file","openapi":"/api-reference/openapi.json delete /v1/platform/attachments/{id}","href":"/api-reference/files/delete-a-file"}]},{"group":"Labels","icon":"https://mintlify.s3.us-west-1.amazonaws.com/heliyos/icons/app-labels.svg","pages":[{"title":"List label groups","deprecated":null,"version":null,"sidebarTitle":"List label groups","openapi":"/api-reference/openapi.json get /v1/platform/classification-labels","href":"/api-reference/labels/list-label-groups"},{"title":"Create a label group","deprecated":null,"version":null,"sidebarTitle":"Create a label group","openapi":"/api-reference/openapi.json post /v1/platform/classification-labels","href":"/api-reference/labels/create-a-label-group"},{"title":"Update a label group","deprecated":null,"version":null,"sidebarTitle":"Update a label group","openapi":"/api-reference/openapi.json patch /v1/platform/classification-labels/{id}","href":"/api-reference/labels/update-a-label-group"},{"title":"Delete a label group","deprecated":null,"version":null,"sidebarTitle":"Delete a label group","openapi":"/api-reference/openapi.json delete /v1/platform/classification-labels/{id}","href":"/api-reference/labels/delete-a-label-group"}]},{"group":"Team","icon":"https://mintlify.s3.us-west-1.amazonaws.com/heliyos/icons/app-teams.svg","pages":[{"title":"List team members","deprecated":null,"version":null,"sidebarTitle":"List team members","openapi":"/api-reference/openapi.json get /v1/auth/team-memberships","href":"/api-reference/team/list-team-members"},{"title":"Invite a team member","deprecated":null,"version":null,"sidebarTitle":"Invite a team member","openapi":"/api-reference/openapi.json post /v1/auth/team-memberships","href":"/api-reference/team/invite-a-team-member"},{"title":"Remove a team member","deprecated":null,"version":null,"sidebarTitle":"Remove a team member","openapi":"/api-reference/openapi.json delete /v1/auth/team-memberships/{id}","href":"/api-reference/team/remove-a-team-member"},{"title":"Change a team member role","deprecated":null,"version":null,"sidebarTitle":"Change a team member role","openapi":"/api-reference/openapi.json patch /v1/auth/team-memberships/{id}/role","href":"/api-reference/team/change-a-team-member-role"},{"title":"List roles","deprecated":null,"version":null,"sidebarTitle":"List roles","openapi":"/api-reference/openapi.json get /v1/auth/roles","href":"/api-reference/team/list-roles"}]},{"group":"Notification settings","icon":"https://mintlify.s3.us-west-1.amazonaws.com/heliyos/icons/app-preferences.svg","pages":[{"title":"Get notification settings","deprecated":null,"version":null,"sidebarTitle":"Get notification settings","openapi":"/api-reference/openapi.json get /v1/platform/notification-settings","href":"/api-reference/notification-settings/get-notification-settings"},{"title":"Update notification settings","deprecated":null,"version":null,"sidebarTitle":"Update notification settings","openapi":"/api-reference/openapi.json patch /v1/platform/notification-settings","href":"/api-reference/notification-settings/update-notification-settings"}]}]},{"tab":"MCP server","icon":"https://mintlify.s3.us-west-1.amazonaws.com/heliyos/icons/tab-mcp.svg","pages":[{"title":"MCP server","href":"/mcp/overview"}]},{"tab":"Changelog","icon":"https://mintlify.s3.us-west-1.amazonaws.com/heliyos/icons/app-history.svg","pages":[{"title":"Changelog","href":"/changelog"}]}]},"basePath":"","title":"Create a file - 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