HubSpot
Paste an API keyLog notes with document links on contacts, deals or companies.
What you can do
- Add a HubSpot note — attached to a contact, deal or company, with the run's document links
No false success: every send/create in HubSpot is verified — ASHDOCS reads the item back from HubSpot's API before the step turns green. If it can't be found, the run fails honestly instead of pretending.
Get your HubSpot credentials
- 1In HubSpot go to Settings → Integrations → Private Apps and click Create a private app.
- 2On the Scopes tab enable crm.objects.notes (write) plus read on the object types you'll attach to (contacts/deals/companies).
- 3Create the app and copy the token (starts with pat-).
Add the connection in ASHDOCS
- 1Open the Connections page in the flows console.
- 2Click “Connect with a key” and pick HubSpot.
- 3Paste: Private app token. ASHDOCS validates the credentials against HubSpot before saving — a bad key is rejected with a plain-English reason, never stored.
Use it in a flow
In the flow builder, add the HubSpot step, pick your connection, and fill the fields — values from earlier steps drop in as {{s1.field}} placeholders. Then hit Test this step in the step's panel to run it on its own before switching the flow on.
Troubleshooting
“refused the note (403)”
The private app is missing the crm.objects.notes write scope — edit its scopes and generate a new token.
Note not visible on the record
Check the record ID: it's the number in the record's URL, and the Attach to type must match (contact vs deal vs company).
FAQ
Is the note verified?
Yes — the note is read back from HubSpot by its ID before the step turns green.
Where do I find a record's ID?
Open the contact/deal/company in HubSpot — the number in the URL is the ID. Or template it from a webhook trigger.