Export custom Object propreties from Hupsot to Pandadoc

[sBerguiga]

Hello 

I want to export custom object properties to Pandadoc in order to generate documents containing the properties of the custom objects in question.

The installation of Pandadoc via the Hubspot market place does not allow to exchange the data concerning the custom objects

Is there a solution to solve this ? 

 thank you in advance for your advice and your solutions 

[Phil_Vallender · Accepted solution]

Hi @sBerguiga 

As you say, the marketplace Pandadoc integration doesnt support custom objects. Unless they add this functionality, you are going to need an alternative or custom solution. 

By alternative, I mean that you could perhaps look at using workflows to pass the relevant information from the custom object to a standard one (contact, company, deal) before creating the pandadoc doc. This may or may not work for you depeding on how you are using custom objects. 

The custom approach is to develop a custom API integration between the two systems, either from scratch or potentially using a low-code integration platform in middle. 

Hoep this helps?

[Sweely · Accepted solution]

The short answer is:

You are correct that the native HubSpot marketplace integration for PandaDoc does not support HubSpot's Custom Object properties.

The best solution is a custom integration using the HubSpot API and the PandaDoc API.

This allows you to build a programmatic bridge that can specifically read the properties from your custom objects, transform that data, and then pass it directly into a PandaDoc document template, bypassing the limitations of the pre-built marketplace app which is designed only for standard objects like contact, company, and deal ✅

The long answer is:

The reason the marketplace app fails is that it relies on a standardized data exchange model which PandaDoc's developers built to cover HubSpot's core objects.

Since Custom Objects are, by definition, unique to your HubSpot portal, the pre-built connector can't anticipate their properties.

While the suggestion of using HubSpot workflows to copy the Custom Object properties onto a standard object (like the associated deal) before document creation is a functional workaround, it is messy, creates redundant data, and increases the risk of stale or inaccurate information.

A much cleaner, more scalable, and more reliable solution is to use the HubSpot API and the PandaDoc API.

When a user clicks a "Generate Document" button in HubSpot (or a custom trigger is fired), a custom application or serverless function is triggered.

This application first uses the HubSpot API to retrieve the specific Custom Object record and extract all the necessary properties.

It then uses the PandaDoc API to inject that custom data directly into the PandaDoc document template's fields, creating the document in real time.

This is a superior solution because it ensures that the document is populated with the authoritative, most current data directly from the Custom Object, preventing the unnecessary data duplication and potential errors associated with the workflow workaround.

This provides a centralized, high-performance, and easily maintainable environment for all your advanced, event-driven integrations.

This comment was generated with the assistance of an AI tool, incorporating my expertise in integrations 🙂

[streets_ahead]

Hi @sBerguiga ,

I am interested in what custom objects you were refering to? Standard text fields? Or picture / document uploads?

Cheers. 

[Phil_Vallender · Accepted solution]

Hi @sBerguiga 

As you say, the marketplace Pandadoc integration doesnt support custom objects. Unless they add this functionality, you are going to need an alternative or custom solution. 

By alternative, I mean that you could perhaps look at using workflows to pass the relevant information from the custom object to a standard one (contact, company, deal) before creating the pandadoc doc. This may or may not work for you depeding on how you are using custom objects. 

The custom approach is to develop a custom API integration between the two systems, either from scratch or potentially using a low-code integration platform in middle. 

Hoep this helps?