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Documint + HubSpot Integrations

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Connect Documint to HubSpot
Example workflows
Triggers and actions
Documint + your other apps
HubSpot + your other apps
Related blog posts
FAQ

Documint + HubSpot integrations: work smarter

Create a Documint document in your Relay.app workflows.

Preview of Add any Documint action to your workflow.

Preview of Trigger a new workflow when a new submission is received in Hubspot.

Preview of Easily configure which new form submissions should kick off the workflow.

Preview of Use Relay.app's HubSpot integrations to trigger actions across your apps

Preview of Use any of these HubSpot actions in your Relay.app workflows.

Create a Documint document in your Relay.app workflows.

Add any Documint action to your workflow.

Trigger a new workflow when a new submission is received in Hubspot.

Easily configure which new form submissions should kick off the workflow.

Use Relay.app's HubSpot integrations to trigger actions across your apps

Use any of these HubSpot actions in your Relay.app workflows.

Overview

Connect Documint to HubSpot in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Documint, HubSpot, and many other popular SaaS applications.

Check below for example workflows using Documint and HubSpot, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Documint + HubSpot workflows

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Generate sales proposals in Documint for each new deal in HubSpot

Relay.app is an automation tool that lets you automate actions across HubSpot, Documint and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Documint "Create document" action for each HubSpot "New record added" event.

Try it

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Automatically create document in Documint for each message received in HubSpot

Try it

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Create document automatically in Documint for each form submission received in HubSpot

Try it

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Create document automatically in Documint for each record added in HubSpot

Try it

Documint Triggers

No Documint triggers yet

Request trigger

HubSpot Actions

Deal

schedule

Wait until deal stage changed

Form

description

Create form response

Message

Reply to message

Object

playlist_add

Add record to list

add

Create or update record

add

Create record

Find record(s)

playlist_remove

Remove record from list

edit

Update record

HubSpot Triggers

CRM Object

add

New record added

edit

Record changed

target

Record first meets conditions

Form submission

mark_email_unread

Form submission received

List

add

Record added to list

edit

Record in list field changed

target

Record in list meets conditions

Message

mark_email_unread

Message received

Documint Actions

Document

add

Create document

Create your own HubSpot + Documint integration

Select a trigger in HubSpot

Select an action in Documint

Create your workflow

Or connect HubSpot to your other apps

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

Whitney Hazard

Apr 17, 2024

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Documint to HubSpot with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Documint or HubSpot to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Documint and HubSpot to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Documint to HubSpot?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Documint and HubSpot—give it a try and let us know what you think.

See why people love Relay.app

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via email

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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Screenshot showing how to test a step in an automated workflow in Relay.app

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