From deal won to ready to go.
Generate a personalized onboarding pack from your HubSpot workflow using deal details and your document template.
Build a document actionBring document libraries. Keep your workflow.
ACME / CUSTOMER SUCCESS
Your next chapter starts here.
Prepared for Northstar Implementation plan · Selected services
KickoffScope and success criteria
RolloutYour milestones and owners
HandoverA plan your team can follow
outputs → onboarding-pack.pdf
More than a mail merge.
Combine associated records, pricing logic and document libraries in one custom action.
build-pack.js · conceptual example
// Conceptual example, not a runnable action.
// Implement the helpers for your CRM, rules and storage.
const data = await loadDealContext(event);
const plan = applyServiceRules(data);
const document = await renderPack(plan);
const url = await storeDocument(document);
return { url };01
Start in HubSpot
A deal changes stage, a ticket reaches a milestone, or a record meets your trigger.
02
Build the pack
Fetch context, apply your rules and generate the document.
03
Continue the workflow
Return the URL for the next action to use.
Your format. Your process.
Add npm or Python packages to your project and build the document format your process needs.