# Send Paige documents to HubSpot with Zapier

Build the Zap that watches Paige's SFTP export folder, finds the HubSpot contact or company, uploads the PDF to HubSpot Files, and logs a note on the record with Paige's extracted details and the file attached.

Product: paige · Audience: user · Time: 1 hour · Last verified: 2026-09-05

Canonical: https://help.ademero.com/paige/integrations/send-paige-documents-to-hubspot-with-zapier

**At the end of this guide, every document Paige finishes shows up in HubSpot within minutes as a note on the right contact, company, or deal — with the extracted details in the note body and the PDF attached from HubSpot Files.**

The Zap is: *SFTP trigger → keep only the data file → read the values → find the record → upload the PDF to Files → create a note engagement on the record with the file.*

## Step 1 — Point Paige at your SFTP server

1. In Paige, open **Settings** (the gear at the bottom of the left menu — administrators only), pick the scan job, and choose **Export**.
2. Click the **FTP** card. Enter the **FTP Address**, **Port** `22`, **Username**, **Password**, and in **FTP Folder Path** a folder for this scan job, such as `/paige/agreements`.
3. Click **Test Connection**. **What you should see:** `FTP connection successful!` Connect — `Connected to FTP Server!` and a green **Connected** label.
4. Turn on **Enable Auto Export**. Under **Auto Export Settings**, pick the document type under **Document Types**, set **Auto Field Entry Complete** to **Yes**, and set **Human Reviewed** to **Reviewed** if a person should check the values first. Click **Save**.

Open port 22 on your firewall to Paige's address ranges — [Outbound IP ranges for firewall allow-lists](/paige/document-processing/outbound-ip-ranges-for-firewall-allow-lists).

## Step 2 — Build the Zap

1. **Trigger:** **SFTP by Zapier → New or Updated File** (connection: **Host**, **Username**, **Port Number** 22, **Password**), folder = the scan job's folder.
2. **Filter by Zapier:** *File Name* **(Text) Ends with** `.json`.
3. **Code by Zapier → Run Javascript**, `file` mapped to the trigger's file:
   
   ```javascript
   const doc = await (await fetch(inputData.file)).json();
   const out = { pdf_file: doc.metadata.pdf_file, document_type: doc.metadata.document_type };
   for (const [k, v] of Object.entries(doc.fields)) out[k] = v;
   out.summary = Object.entries(doc.fields).map(([k, v]) => `${k}: ${v}`).join("\n");
   return out;
   ```

4. **HubSpot → Find Contact** (or **Find Company** / **Find Deal**) using the identifying Paige field — an email address is the most reliable for contacts. Turn on create-if-not-found if new people should become contacts.
5. **SFTP by Zapier → Download File**, path = the folder plus `pdf_file`.
6. **HubSpot → Upload File.** **Folder:** a HubSpot Files folder for scanned documents; **Filename:** a name built from Paige fields (`Agreement – Acme Office Supply.pdf`); **Access level:** private; **File:** the download from step 5. The output includes the file's ID.
7. **HubSpot → Create Engagement.** **Engagement Type:** *Note*; associate it with the record from step 4; **Note:** the `summary` from step 3 (the document type and every field, one per line); attach the file ID from step 6.
8. Turn the Zap on.

## Step 3 — Test it

1. Process one document through the scan job in Paige (review it if you required review) and wait for the export.
2. Check the Zap's run history: one run, every step green.
3. Open the record in HubSpot. **What you should see:** a note on the timeline with the document's details and the PDF attached; the file also in **Files** under the folder you chose.

## When it doesn't work

| Symptom | Where to look |
| --- | --- |
| The Zap never runs | Wrong folder, or a subfolder. |
| Runs four times per document | The `.json` filter is missing. |
| Find Contact finds nothing | The identifying field is empty or differs from HubSpot's value. Use email where possible; have Paige's reviewer check it. |
| Upload File fails | The folder doesn't exist or the file exceeds HubSpot's size limit. |
| Note created without the attachment | The file ID from Upload File wasn't mapped into the engagement's attachments. |
| Nothing arrives from Paige | Auto-export criteria aren't met, or the document was processed before you enabled auto export. Export once from the **Documents** page with **Export** and tick **FTP**. |

If the Paige side is the problem, contact Ademero support with the scan job name and the message from **Test Connection**.

## What's next

- [Connect Paige to HubSpot](https://help.ademero.com/paige/integrations/connect-paige-to-hubspot)
- [Connect Paige to any app with Zapier, Make, or Power Automate](https://help.ademero.com/paige/integrations/connect-paige-to-any-app-with-zapier-make-or-power-automate)