Generate documents from any custom object in HubSpot

Portant works with any HubSpot custom object, not just deals and contacts. If your team uses custom objects for things like Subscriptions, Onboarding, Courses, Projects or Events, you can build document workflows around them in the same way you would for a deal.

This page is a quick overview. For the step-by-step setup, head to the HubSpot install and setup guide.

What you can do

• Generate documents from any HubSpot custom object.
• Pull data from custom object fields and from associated records (linked contacts, companies and so on).
• Create documents on demand from a record, or automatically via a HubSpot workflow.
• Build document workflows around your team's actual process, not just HubSpot's 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's a custom object in HubSpot, you can build documents around it.

Where to set it up

Setup location	When to use it
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

For the full step-by-step, see the HubSpot setup guide.

Need help

If you can't see your custom object in Portant, or you'd like a hand setting up the workflow, email support@portant.co and we'll help.