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Interact with the Propstack CRM API

Actions56

Document → Create

AI-generated

Summary

Create a new document in Propstack by uploading its content as a Base64-encoded string, optionally associating it with clients, projects, or properties and setting metadata fields.

Inputs

  • Document (Base64) (required) — Provide the document content as a Base64-encoded string to be uploaded.
  • Additional Fields — Set optional metadata for the document such as Client ID, Project ID, Property ID associations; mark whether it is an exposee, floorplan, or private; specify if it should appear on the landing page; add custom title and tags (comma-separated, new tags will be auto-created).

Output shape

a single record representing the newly created document with its details.

The operation returns the created document's data; note that optional fields refine metadata and associations but are not mandatory.

Examples

Example 1: Create a private document associated with a specific property and tag it as 'inspection report'.

Set 'Document (Base64)' to the file content and in 'Additional Fields' provide 'Property ID', set 'Is Private' to true, and add 'Tags' with 'inspection report'.

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