Using Workflows to Create Your Documents

If you have the appropriate HubSpot subscription you can use the Documint custom workflow action to create your documents automatically using the Workflows feature in HubSpot.

The Documint custom workflow action does not currently apply to custom objects.

You will need a Sales, Service, Marketing or Operations Hub Professional HubSpot account subscription to use the Workflows feature. You will also need to have the automations scope enabled for your app.

Setting up your workflow

Go to the HubSpot workflow area and create a workflow that is either contact, company, deal, or ticket based.

Select a trigger.

When you add an action, you will see the Documint custom workflow action. In the action you will select the template you want to use as well as the properties you want to send to populate the document (e.g. 'firstname', 'email', 'domain', etc.).

Review and publish your new workflow.

Now your documents will be generated automatically in the background and saved to your record in the Notes area.

Updating scopes for the Documint app

If your workflow is not saving documents to your record, a likely cause is that the Documint app does not include the required "automation" scope.

You can fix this by re-authorizing the app. From the HubSpot dashboard, go to settings > Integrations > Connected apps > Documint > Actions > Go to settings > Authorize. This will open a frame requiring you to authorize the Documint app.

If this does not fix the issue, please contact Documint support.