Using Workflows to create your documents

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

You will need a Sales, Service, Marketing or Operations Hub Professional HubSpot account subscription to use the Workflows feature.

  1. Go to the Workflows area

  2. Create a new Workflow

  3. Choose your trigger

  4. Add the Documint step and choose the template you want to use

  5. Name and save your workflow

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

Last updated