Send documents securely (TeamBeam)
The service task “Send documents securely (TeamBeam)” delivers sensitive files via the TeamBeam platform. Files are encrypted during delivery and recipients receive a protected download link.
Input parameters
Provide the following fields as input for the task:
{
"host": "pro.teambeam.de",
"accessHost": "sension.teambeam.pro",
"adminUnit": "sension",
"credentials": {
"email": "laborbefund@sension.eu",
"password": "********"
},
"fileReferences": [
"s3://secure-bucket/reports/labor-report.pdf"
],
"receivers": [
{
"email": "peter.velten@pantarey.io",
"name": "Peter Velten",
"type": "to"
}
],
"subject": "Secure lab report delivery",
"description": "Your lab report is available for secure download via TeamBeam.",
"folderId": "5976"
}
Explanation:
host,accessHost: Target instance of TeamBeam and the domain used by recipients to access the files.adminUnit: Identifies the sending organisation.credentials: Login for the service account (prefer app-specific passwords).fileReferences: References to the files you want to transfer from your process.receivers: Recipient list including name and delivery type (to,cc,bcc).subject,description: Text snippets shown to recipients in TeamBeam notifications.folderId: Destination folder within TeamBeam if you want to keep uploads organised.
Output
The task returns a transfer status and details about recipients and files.
{
"status": 200,
"transferStatus": "ok",
"recipients": [
{
"email": "peter.velten@pantarey.io",
"status": "delivered"
}
],
"files": [
{
"name": "labor-report.pdf",
"size": 523812
}
],
"reservationToken": "TB-RES-8f2c1d",
"host": "pro.teambeam.de",
"receivers": [
{
"email": "peter.velten@pantarey.io",
"accessLink": "https://sension.teambeam.pro/download/TB-RES-8f2c1d"
}
]
}
Explanation:
transferStatus: Result of the transfer (okindicates success).recipients: Delivery status for each recipient.files: Summary of the files published to TeamBeam.reservationToken: Reference value for auditing and follow-up.receivers: Contains the generated download links.
JSONata examples
{
"fileReferences": $.documents.("s3://secure-bucket/" & filePath),
"receivers": $.recipients.{
"email": email,
"name": name,
"type": $exists(cc) and cc = true ? "cc" : "to"
},
"subject": "Secure transfer for " & $.caseId,
"description": "Hi " & $.recipients[0].name & ", your document is now ready via TeamBeam.",
"folderId": $.teambeam.folderId
}
Notes
- Share only the personal data that is required to comply with GDPR expectations.
- Store the TeamBeam password in your secret manager and reference it securely.
- Notify recipients beforehand so they recognise the incoming TeamBeam link.
Tip
Validate your JSONata expressions in the JSONata Playground and verify the generated links in a test run.