HubSpot automations
Note:
This feature is in closed beta.Skip to:
Learn how to set up automations in your templates here.
Update HubSpot deal products whenever a document’s status is updated
- Select “Update line items in HubSpot when PandaDoc document status changed”
- Select trigger status for PandaDoc documents created via HubSpot — you can choose between “Sent” and “Completed”
- Select Connect to authorize the connection between HubSpot and PandaDoc via Workato
- Select Save
- 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
- Select “Change deal stage on HubSpot when document status changed”
- Select trigger status for PandaDoc documents created via HubSpot — you can choose between “Declined” and “Completed”
- Select Connect to authorize the connection between HubSpot and PandaDoc via Workato
- Select the pipeline and deal stage from the dropdown menu
- 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
- Select “Attach PDF to Hubspot when PandaDoc document status changed”
- Select trigger status for any PandaDoc documents created via HubSpot — you can choose between “Sent” and “Completed”
- Authorize connection between HubSpot and PandaDoc via Workato
- 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.