Connect PandaDoc to HubSpot

Use 5 documented PandaDoc triggers to run 24 documented HubSpot actions.

5 source triggers

24 target actions

Reverse direction supported

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Why Connect PandaDoc & HubSpot?

Start with a PandaDoc event

Choose from 5 documented triggers, including Document Creation Failed (Instant), Document Deleted (Instant), Document State Changed (Instant).

Run a HubSpot action

Send the event into one of 24 documented actions, such as Add Comment, Add Contact to List, Add Note to Contact.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

PandaDoc

Triggers (5)

Document Creation Failed (Instant)

Emit new event when a document failed to be created. See the documentation here

webhook

Document Deleted (Instant)

Emit new event when a document is deleted. See the documentation here

webhook

Document State Changed (Instant)

Emit new event when a document's state is changed. See the documentation here

webhook

Document Updated (Instant)

Emit new event when a document is updated. See the documentation here

webhook

Recipient Completed (Instant)

Emit new event when a recipient completes a document. See the documentation here

webhook

Actions (18)

Create Document Attachment

Adds an attachment to a document. See the documentation here

Create Document From File

Create a document from a file or public file URL. See the documentation here

Create Document From Template

Create a Document from a PandaDoc Template. See the documentation here

Create Folder

Create a new folder to store your documents. See the documentation here

Create or Update Contact

This method adds or updates a contact using the email as index. See the documentation here

Download Document

Download a document as PDF. See documentation here

Download Protected Document

Download a completed document as a verifiable PDF. See documentation here

Get Document Details

Return detailed data about a document. See the documentation here

Get Document Status

Get basic status info about a document. See documentation here

List Completed Document Id Options

Retrieves available options for the Completed Document Id field.

List Contacts

List all contacts within an account. See the documentation here

List Document Attachments

Returns a list of attachments associated with a specified document. See the documentation here

List Document Folder Id Options

Retrieves available options for the Document Folder Id field.

List Document Id Options

Retrieves available options for the Document Id field.

List Documents

List documents, optionally filtering by a search query or tags. See the documentation here

List Folders

List folders which contain Documents. See the documentation here

List Template Id Options

Retrieves available options for the Template Id field.

Send Document

Move a document to sent status and send an optional email. See the documentation

HubSpot

Triggers (12)

Deleted Blog Posts

Emit new event for each deleted blog post.

polling

New Company Property Change

Emit new event when a specified property is provided or updated on a company. See the documentation

polling

New Contact Added to List

Emit new event when a contact is added to a HubSpot list. See the documentation

polling

New Contact Property Change

Emit new event when a specified property is provided or updated on a contact. See the documentation

polling

New Custom Object Property Change

Emit new event when a specified property is provided or updated on a custom object.

polling

New Deal In Stage

Emit new event for each new deal in a stage.

polling

New Deal Property Change

Emit new event when a specified property is provided or updated on a deal. See the documentation

polling

New Email Event

Emit new event for each new Hubspot email event.

polling

New Email Subscriptions Timeline

Emit new event when a new email timeline subscription is added for the portal.

polling

New Engagement

Emit new event for each new engagement (call, email, meeting, note, postal mail, or task) created. Per-activity docs: Calls Emails Meetings Notes Postal Mail Tasks See the documentation

polling

New Events

Emit new event for each new Hubspot event. Note: Only available for Marketing Hub Enterprise, Sales Hub Enterprise, Service Hub Enterprise, or CMS Hub Enterprise accounts

polling

New Form Submission

Emit new event for each new submission of a form.

polling

Actions (24)

Add Comment

Adds a comment to a thread. See the documentation

Add Contact to List

Adds a contact to a specific static list. See the documentation

Add Note to Contact

MCP and AI agents: **Prefer this action** when the user wants to **leave a note on a HubSpot contact** using a **contact ID** and note text. Exposes only hubspot, contactId, and noteBody (no engagement-type step, no reloadProps, no dynamic HubSpot schema fields). Do **not** use **Create Engagement** for this workflow. For every writable note property or non-contact associations, use **Create Note** instead. See the documentation

Archive Thread

Archives a thread (soft delete). The thread is hidden from active views but can be restored via the HubSpot UI or by listing archived threads. See the documentation

Batch Create Companies

Create a batch of companies in Hubspot. See the documentation

Batch Create or Update Contact

Create or update a batch of contacts by its ID or email. See the documentation

Batch Update Companies

Update a batch of companies in Hubspot. See the documentation

Batch Upsert Companies

Upsert a batch of companies in Hubspot. See the documentation

Clone Marketing Email

Clone a marketing email in HubSpot. See the documentation

Clone Site Page

Clone a site page in Hubspot. See the documentation

Create a New Workflow

Create a new workflow. See the documentation

Create Association

Create an association (link) between two CRM records. For example, associate a contact with a company, a deal with a contact, or a ticket with a company. Common association type IDs: contact→company (1), company→contact (2), deal→contact (3), contact→deal (4), deal→company (5), company→deal (6), ticket→contact (15), contact→ticket (16), ticket→company (26), company→ticket (25). See the documentation

Create Associations

Create associations between objects. See the documentation

Create Blog Post

Creates a new blog post in HubSpot. See the documentation

Create Communication

Create a WhatsApp, LinkedIn, or SMS message. See the documentation

Create Company

Create a company in Hubspot. See the documentation

Create Contact Workflow

Create a contact workflow in Hubspot. See the documentation

Create CRM Object

Create a new CRM record (contact, company, deal, ticket, etc.). Pass property values as a JSON object in the properties parameter. Use **Search Properties** to discover available fields for the object type, **Get Properties** to find valid enum values (e.g. lifecyclestage, dealstage), and **List Pipelines and Stages** to find valid pipeline/stage IDs for deals and tickets. Use **List Owners** to find valid hubspot_owner_id values. See the documentation

Create Custom Object

Create a new custom object in Hubspot. See the documentation

Create Deal

Create a deal in Hubspot. See the documentation

Create Engagement

Create a **task, meeting, email, call, or note** engagement with optional associations. Set **Engagement Type** and pass engagement fields in **Object Properties** (HubSpot property names, e.g. hs_note_body for notes). No reloadProps step and no **CONFIGURE_COMPONENT** requirement: association fields accept raw HubSpot IDs (use **Search CRM** or the Associations API to resolve associationType when needed). For **only** a note on a contact by ID, **Add Note to Contact** (hubspot-add-note-to-contact) is still simpler. See the documentation

Create Form

Create a form in HubSpot. See the documentation

Create Landing Page

Create a landing page in Hubspot. See the documentation

Create Lead

Create a lead in Hubspot. See the documentation