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.

Documint workflows do not currently support 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. If your Documint workflows are not working, try reinstalling the Documint extension to update the scopes.

1. Go to the Workflows area

2. Create a new Workflow

3. Choose your trigger

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

5. Name and save your workflow

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