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Integrations

Connect DocsHub with your favorite tools to create a powerful workflow.

HubSpot CRM Integration

Setting Up HubSpot

  1. 1Go to Settings → Integrations
  2. 2Click "Connect HubSpot"
  3. 3Authorize DocsHub access
  4. 4Your CRM data is now available!

Embedding CRM Records

Type /hubspot to embed:

  • 📇 Contacts
  • 🏢 Companies
  • 💰 Deals
  • 🎫 Tickets
  • ⚙️ Custom Objects
  • 📊 Data Tables

Field Variables

Insert dynamic CRM fields that update automatically:

Type {{ to start:

  • {{contact.email}}
  • {{company.name}}
  • {{deal.amount}}
  • {{ticket.status}}

Export to HubSpot

As Note

Export documents as HubSpot notes attached to records

As Blog Post

Publish directly to HubSpot blog with formatting preserved

Model Context Protocol (MCP)

What is MCP?

MCP lets you connect DocsHub to external tools and services to help with your work.

Available MCP Servers

GitHub

  • • Read repositories
  • • Search code
  • • View issues/PRs

Notion

  • • Read pages
  • • Search databases
  • • Access knowledge base

Linear

  • • Create/update issues
  • • View projects
  • • Track progress

Custom

  • • Internal tools
  • • Private databases
  • • Company APIs

Connecting MCP Servers

  1. 1. Go to Settings → MCP Connections
  2. 2. Click "Add Connection"
  3. 3. Choose server type or enter custom URL
  4. 4. Authenticate if required
  5. 5. Your connected tools are now available!

Linear Integration

Project Management in Documents

Connect Linear to embed and create issues directly from documents.

Embed Issues

  • • Type /linear to search issues
  • • Shows status and assignee
  • • Updates in real-time

Create Issues

  • • Select text in document
  • • Click Linear button
  • • Issue links to document

Other Integrations

Webhooks

Send real-time updates to external services

  • • Document created/updated
  • • User joined
  • • Comment added

OAuth Provider

Let other apps integrate with DocsHub

  • • Register your app
  • • Access DocsHub data
  • • Build custom integrations

Integration Tips

Best Practices

  • 💡 Start Simple - Connect one tool at a time
  • 💡 Test First - Try in a test document
  • 💡 Check Permissions - Ensure proper access levels
  • 💡 Monitor Usage - Track API calls
  • 💡 Regular Reviews - Audit connected services