Question from Reddit user:
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
Answer from Nabil:
The short answer is:
The native PandaDoc-HubSpot integration, as you’ve discovered, unfortunately does not support Custom Objects directly.
The solution is to build a small, cost-effective custom integration using the HubSpot and PandaDoc APIs, and you can manage the data flow using a server-side solution like Google Tag Manager in conjunction with a service like Stape or Google Cloud Platform, which can be much cheaper than a complex, out-of-the-box integration platform.
The long answer is:
You are absolutely correct that the out-of-the-box integration from the HubSpot Marketplace does not allow you to pull data from Custom Objects – it is typically limited to standard objects like Deals, Contacts, and Companies.
This is a common limitation with native integrations, but it doesn’t mean it’s impossible.
Your best path forward, for a scalable and budget-friendly solution, is to leverage the APIs of both platforms to create a custom bridge for your data.
You can use the HubSpot Custom Objects API to retrieve the property values you need whenever a specific event occurs, like a Custom Object being created or a Deal stage changing.
Simultaneously, the PandaDoc API has a powerful endpoint called ‘Create Document from Template’ that allows you to pass custom data to merge into a document template, which is exactly what you need to populate the Custom Object properties.
The most efficient and affordable way to connect these two APIs without relying on expensive, full-blown integration platforms is to use a server-side tagging environment.
You can set up a HubSpot Workflow that sends a webhook to your server-side Google Tag Manager container upon a specific action.
Within that container, you’ll configure a Google Tag Manager tag to execute the necessary logic.
First, the tag will make a call to the HubSpot API to fetch the required Custom Object properties associated with the record that triggered the webhook.
Second, it will use that data to construct a JSON payload and send a request to the PandaDoc ‘Create Document from Template’ API endpoint.
By using server-side Google Tag Manager with a platform like Stape or Google Cloud Platform’s Cloud Run, you get a significant cost advantage.
Unlike traditional custom coding that requires dedicated servers and constant maintenance, this setup is event-driven and runs only when triggered by your HubSpot workflow.
Stape, for instance, offers extremely cost-effective container hosting, and Google Cloud Platform offers a generous free tier for services like Cloud Run.
This approach ensures you are only paying for the computational resources you actually use to process the document generation requests.
This combination of using the native APIs with a minimal server-side setup provides you with a robust, highly customizable, and very cheap solution to an integration problem that the native applications can’t solve.
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