Building automations with HubSpot Workflows empowers sales teams to work smarter. Embedding GetAccept into those Workflows is a way to streamline your process even further.
Prerequisites
Connect GetAccept to HubSpot following the steps shown here.
Have access to HubSpot Workflows.
Seven GetAccept Custom Actions for HubSpot Workflows
Create document
Creates a draft document in GetAccept that is linked to the HubSpot Deal and visible from the GetAccept integration for HubSpot
Get Document Details
Fetching document details that are used for the Send Document action
Send Document
Sends the document to up to two recipients that are linked to the HubSpot Deal
Create draft Deal Room
Creates a draft Deal Room in GetAccept that is linked to the HubSpot Deal and visible from the GetAccept integration for HubSpot
Would not be visible to any participants and requires to be published before it is externally available
Publish Deal Room
Publishes a Deal Room
Add participants to Deal Room
Adds Participants to a Deal Room that are linked to the HubSpot Deal
Get Deal Room Details
Fetching Deal Room details that are used
Create a Workflow with HubSpot
For more information about creating workflows, refer to HubSpot's documentation here.
We will create a simple workflow that creates a draft contract with GetAccept and then sends that contract to up to two recipients that are linked to the HubSpot Deal.
Log in to your HubSpot
Select Worfklows from the Automation menu
Click Create workflow and select From Scratch
Select the trigger that will start the workflow
For testing purposes, let's select Manually trigger only
Select the HubSpot record (object) that the manual trigger workflow is working with
Note: Currently GetAccept actions are only supported for HubSpot's Deal object. We will enable additional objects in the short term
Configure your first action
Under Integrated apps, expand GetAccept
7 actions will be visible
Select the Create Document action
This action creates a draft document from GetAccept
Enter Document Name that should be used for the document (contract) that will be used
Note: You can use available properties to define the name
Enter the Sender email for the document that will be sent
Sender email must be linked to an active GetAccept entity
Select GetAccept Entity to be used for document sending
Select Template to be used for document sending
Click Save
Click + below the Create document action
From Integrated apps, select the Get Document Details action from GetAccept
Enter the Sender email used previously
Select the Entity used previously
Select Document property to use
Select Action outputs
Select Document ID or Document Name
This property is used to know which document to send in the next step
Click Save
Click + below the Get Document Details action
From Integrated apps, select the Send Document action from GetAccept
Enter the Sender email used previously
Select the Entity used previously
Select Document
Select Action outputs
Select Contract ID from under Get Document Details
Click Save
A workflow that will create a draft GetAccept document and then send that document with recipients linked to that Deal added automatically is completed
Review and publish your workflow
Note: Adding a note to the Deal that a contract had been sent or drafted would appear as follows.
Limitations & FAQ
GetAccept actions are only supported for HubSpot's Deal object. We will enable additional objects in the short term
Recipients of the drafted or sent contract must be linked to the HubSpot Deal. GetAccept will use two connected contacts only.