Portant Docs
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Portant Docs
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  • 🌐Sources
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      • Add formula fields to your Google Form workflow
      • {{tags}} for Google Forms
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        • Full list of available HubSpot Properties
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      • How to view created documents in HubSpot
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  • 💡Use Cases
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  • ✒️eSignatures
    • Getting Started
    • Request Signatures (without a source)
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    • eSigning Laws & Compliance
      • United States: E-SIGN Act and UETA ✅
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      • EU: eIDAS Regulation for Electronic Signatures ✅
      • UK: eIDAS Regulation and Electronic Communications Act 2000 ✅
      • Australia: Electronic Transactions Act (ETA) ✅
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  • ⚡Automation
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    • Converting docs to different file types
      • Microsoft Word (.docx)
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  • ✉️Emails
    • Share a Doc via Email
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  • 📄Outputs
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  • Deleting Outputs in Portant
  • 🎁Portant Add-ons
    • Data Merge
      • How to set-up a Google Sheets source
        • Data Merge Settings for Google Sheets sources
        • Automatically create documents
      • How to set-up a Google Forms source
        • Data Merge Settings for Google Forms
        • Automatically create documents
        • Edit Response and Pre-filled Response Links
      • Inserting Images
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        • Editing tag names
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        • Editing the Output Folder
        • Conditional logic for emails
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        • Data Grouping in Portant Data Merge
    • Document Merge - Trello Power-up
  • 👥Teams
    • Creating Your Team
    • Sharing Workflows
    • Creating Folders in the Workflows Tab
    • Managing team permissions
    • Whitelabeling eSign Portal
  • ⚙️Settings
    • Change Language Settings
    • How to Set Up Your Account's Global Formatting Settings
  • Delete Multiple Workflows at Once
  • 💳Billing
    • Update Billing
  • Developer
    • Build with Portant
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On this page
  • 1. Open a HubSpot Object
  • 2. Select a Workflow and Start Automation
  • 3. Generate and View Your Document
  • 4. Use Portant Properties for HubSpot Automation
  • Feedback and Feature Suggestions

Was this helpful?

  1. Sources
  2. HubSpot

Create a Document in HubSpot

How to create your first document using Portant in HubSpot

PreviousHow to Add Portant App Cards to HubSpotNextHow to manage and select HubSpot Properties

Last updated 1 month ago

Was this helpful?

If you already have a Portant Workflow set up utilizing HubSpot as a source, generating a document directly from HubSpot is quick and easy. Here's how to create your first document:

1. Open a HubSpot Object

To begin, navigate to HubSpot and open a Deal, Contact, Company, Ticket, or any other object where your workflow is connected.

  • Open HubSpot.

  • Select an object, for example, a Deal.

Once inside the object, you’ll see Portant appear in the right-hand panel, like this:

Note: If you don't see the Portant App Cards in your HubSpot objects, you may need to add them manually. It's super easy! Follow this brief guide:

2. Select a Workflow and Start Automation

Each Portant Workflow is linked to one specific HubSpot object type. If your workflow doesn’t appear in the action list, make sure you are viewing the correct object type.

To generate a document:

  • Click Generate/Actions.

  • Select the name of your workflow.

If the workflow name doesn't appear, double-check you are on the correct type of object.

After selecting the workflow, a modal window will appear where you can start the automation. Here, you can:

  • Select or deselect associated objects (for example, if there are multiple related contacts, you can choose the one to include).

Once you’ve made your selections, click Start Automation.

3. Generate and View Your Document

The document generation process will take a few seconds.

Once complete:

  • You’ll see a preview of the generated document.

  • You can close the modal after reviewing the preview.

Next:

  • Refresh the HubSpot page.

  • The document link will now appear inside the Portant App Card.

Additionally:

  • The document will be saved automatically in a new folder in your Google Drive.

  • If configured during your workflow setup, PDF versions will also be attached to the HubSpot object.

4. Use Portant Properties for HubSpot Automation

Portant also saves document details into a set of Custom HubSpot Properties in the object. These properties can be used to trigger additional HubSpot workflows.

That’s it — you’ve just generated a document automatically using Portant and HubSpot! 🚀

Feedback and Feature Suggestions

We created Portant in 2021, and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback, please feel free to send us an email at contact@portant.co

Thanks,

Blake and James

Learn More:

You can learn how to set up a HubSpot Workflow triggered by a Portant action in this article:

🌐
How to View Created Documents in HubSpot
How to Trigger HubSpot Workflows from Portant Actions
How to Add Portant App Cards to HubSpot