Generate Documents from any Custom Object in HubSpot
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
| CRM Object | Example Document |
|---|---|
| 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
| Setup Location | When to Use |
|---|---|
| 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 support@portant.co - we're happy to assist.