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Interact with EstiWise API (Customers, Documents, Estimations, Offers and Calculations)

Actions15

Document → Upload Document

AI-generated

Summary

Upload a document file from a binary input property to the EstiWise knowledge base, assigning it a specified name and optional description.

Inputs

  • Binary Property (required) — Specify the name of the binary property on the input item that contains the file to upload.
  • Document Name (required) — Provide a name for the document as it will appear in the EstiWise knowledge base.
  • Description — Optionally add a description to the document.

Output shape

a single record

Returns the JSON response from the EstiWise API representing the uploaded document, including metadata and assigned IDs.

Examples

Example 1: Upload a PDF document from incoming binary data

Set the binary property name containing the file, specify a unique document name, and optionally add a description to upload the document into EstiWise.

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