PDF CreateMate seamlessly integrates with various HubSpot objects, enhancing your document management capabilities. Our tool now supports both Standard and Custom objects, providing greater flexibility for your business needs.
Standard Objects
By default, PDF CreateMate supports the following standard objects: Contact, Company, Deal, Ticket
Custom Objects New
We've extended our support to include custom objects in HubSpot. Custom objects allow you to create specialized categories beyond the standard ones, giving you more control over how your data is organized and utilized.
Enabling Object Support
For Standard objects (Contact, Company, Deal, Ticket), you can manually generate, regenerate, and access documents as described in the process for the Contact object. However, for custom objects, document management must be done through custom workflow actions. To learn how to set up custom workflow actions for custom objects, please refer to our guide here.
This step takes place outside PDF CreateMate. You can utilize tools like Microsoft Word, Google Docs, or OpenOffice to create and edit your document.
The PDF CreateMate workflow action allows you to automatically generate personalized PDFs based on data from your HubSpot records. Follow the steps below to set up and use this feature effectively:
Prerequisites:
Before getting started, ensure that:
Steps to Set Up the Workflow Action:
As of now, HubSpot API supports only Contact based workflows. Consequently, PDF CreateMate is unable to create workflows for Deal, Ticket, Company and Custom objects. The functionality for these is similar to Contact workflows. For further information, refer to our guide.
We are closely monitoring HubSpot API updates. Once they extend support to Deal, Ticket, Company and Custom object workflows, PDF CreateMate will promptly adopt these changes and make the functionality available for you.
It's essential to configure and test the workflow meticulously to prevent unwanted mass document generation. Continuously monitor the workflow from within HubSpot to guarantee its proper operation.
To streamline this manual process, consider setting up a filtered contact list. This list can be based on specific criteria to easily identify the contacts for which you want to generate documents. Think of these filters as your manual trigger conditions.
PDF CreateMate employs the properties 'Generate PDF for Template' and 'PDF generated for Template' for the document generation process. By erasing and then repopulating these property values, document regeneration is triggered. Essentially, PDF CreateMate responds to changes in these properties to produce documents.
The ways in which you can utilize these personalized documents are boundless. We invite you to share your innovative uses and success stories with us. Stand a chance to be featured on our official landing page!
Please note that taking these actions will affect your data and access to the platform.
Important Note: After uninstalling, PDF CreateMate will lose access to your HubSpot account and its data. This means it will cease to function and won't communicate with HubSpot anymore.
Important Note: By deleting your PDF CreateMate account, all your saved templates and any HubSpot data linked to PDF CreateMate will be permanently removed. Ensure that you have saved or backed up any crucial information before proceeding with this action.
For further assistance or inquiries, please reach out to us through the provided channels or simply fill out our contact form.