Generate Documents from any Custom Object in HubSpot
Portant now supports document generation from any custom object in HubSpot, not just standard objects like Deals or Contacts.

Portant now supports document generation from any custom object in HubSpot — not just standard ones like Deals or Contacts.
This means teams can now build document workflows around the way their CRM is actually structured — whether that includes onboarding records, subscription data, training modules, or project phases.
This page gives you a quick overview of what’s possible. For step-by-step setup instructions, head to the full guide linked below.
What This Feature Enables
Generate documents from any HubSpot custom object
Pull in data from custom object fields and associated records (e.g. linked Contacts or Companies)
Create documents manually from a record or automatically via HubSpot Workflows
Build document workflows that match your team’s real process, not just HubSpot defaults
Common Use Cases
Implementation or Onboarding
Onboarding Pack
Subscription
Renewal Paperwork
Course
Training Completion Certificate
Engagement or Project
Project Summary Report
Event
Speaker Confirmation or Agenda
If it exists as a custom object in HubSpot, you can build documents around it with Portant.
Where to Set It Up
Inside HubSpot (via App Card or Workflow)
For triggering document creation from a record or automating with status changes
Inside Portant (Workflow Builder)
For designing templates, previewing outputs, or working with more complex logic
Full Setup Guide (Click here)

Looking to implement this in your account? Follow the step-by-step walkthrough here: How to generate documents from HubSpot custom objects →
Need Help?
If you'd like help configuring a workflow or aren't seeing your custom object in Portant, contact us at [email protected] - we're happy to assist.
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