HubSpot automations

Learn how to set up automations in your templates here. 

Update HubSpot deal products whenever a document’s status is updated

1. Select “Update line items in HubSpot when PandaDoc document status changed”
2. Select trigger status for PandaDoc documents created via HubSpot — you can choose between “Sent” and “Completed”
3. Select Connect to authorize the connection between HubSpot and PandaDoc via Workato
4. Select Save
5. Create a document through a HubSpot deal using this template 

If you select “Sent” document status as a trigger and update the products pulled from a deal, the product information will be updated in the deal once you send the document. 

If you select “Completed” as a trigger status, product info in your deal will be updated if you update pulled to the pricing table products before sending it, or if a document signer updates the quantity of products in the pricing table (providing you have quantity editing enabled before sending it).

Line item information that can be updated in HubSpot deals:

•  Discount 
•  Name
•  Price
•  Quantity.

Change HubSpot deal stage whenever a document’s status is updated

1. Select “Change deal stage on HubSpot when document status changed”
2. Select trigger status for PandaDoc documents created via HubSpot — you can choose between “Declined” and “Completed”
3. Select Connect to authorize the connection between HubSpot and PandaDoc via Workato
4. Select the pipeline and deal stage from the dropdown menu 
5. Select Save

Each time the document you create through a HubSpot deal using this template is completed or declined, the deal stage will change automatically to “Closed won” or “Closed lost” (depending on your automation setup).

Move a document to attachments in HubSpot deals

1. Select “Attach PDF to Hubspot when PandaDoc document status changed”
2. Select trigger status for any PandaDoc documents created via HubSpot — you can choose between “Sent” and “Completed”
3. Authorize connection between HubSpot and PandaDoc via Workato
4. Select Save

Each time the document you create through a HubSpot deal using this template is sent or completed (depending on your automation setup), it will be automatically attached to the deal.