USusehindsight
Documents

Upload document to a deal

Associate documents with specific deals for win-loss analysis. Audio and video files are automatically transcribed. Documents are processed and used to enrich deal insights.

post/deals/documents

Request

  • Base URL
    https://app.usehindsight.com/api/v1
  • Auth
    HTTP bearer

Request body multipart/form-data

file_namestring required

Name of the file

file_urlstring uri

URL to download the file from (provide either file_url or file)

filestring binary

Binary file content (provide either file or file_url)

content_typestring required

MIME type of the file

deal_idstring

Hindsight deal ID (provide one of deal_id, salesforce_id, or hubspot_id)

salesforce_idstring

Salesforce Opportunity ID

hubspot_idstring

HubSpot Deal ID

source'gong' | 'clari' | 'fathom' | 'fireflies' | 'avoma' | 'outreach' | 'gmail' | 'Salesforce' | 'Hubspot' | 'api'

Source application where the document originated

Example request

{
  "file_name": "Discovery Call Notes.pdf",
  "content_type": "application/pdf",
  "deal_id": "deal_123",
  "salesforce_id": "006xxxxxxxxxxxx",
  "hubspot_id": "12345678",
  "source": "gong"
}

Response

Document upload initiated

run_idstring

ID to track the document processing run

Example response

{
  "document": {
    "id": "doc_abc123",
    "file_name": "Competitor X Pricing Guide.pdf",
    "status": "processing",
    "type": "asset",
    "url": "https://app.usehindsight.com/deals/deal_123/documents/viewer/doc_abc123",
    "created_at": "2026-02-10T12:00:00Z"
  },
  "run_id": "run_xyz789"
}

Changes

No recorded changes to this operation across all 1 revision of this API.