Create a Document in HubSpot

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: How to Add Portant App Cards to HubSpot

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.

Learn More: How to View Created Documents in HubSpot

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.

You can learn how to set up a HubSpot Workflow triggered by a Portant action in this article: How to Trigger HubSpot Workflows from Portant Actions

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 [email protected]

Thanks,

Blake and James