Introduction

GetAccept offers the ability for a GetAccept event that occurs for a Deal room or Contract to update a Upsales property. What happens with your buyers in GetAccept can drive your Upsales processes automatically.

Example use cases:

Change Deal Stage in Upsales based on Contract Signed
Change Deal Stage in Upsales based on Contract rejected
Update Deal Stage or other Upsales property based on Mutual Action Plan task or milestone completion
Update contact property based on visit to Deal room

Supported Events for Contracts

Signed by all
Signed by individual
Recalled
Rejected
Reviewed
Sealed
Sent
Expired

Supported Events for Deal Room

Visited
Viewed
Published
Unpublished
Deleted
Created
Task updated

Setup

This setup will guide you through how to configure an Event sync profile so that GetAccept events can update your Upsales properties. A profile will need to be created for every specific GetAccept event you want to use.

Create a new Event Sync profile in the GetAccept Upsales Integration

Create a new Event Sync profile in the GetAccept Upsales integration
1. Log in to the GetAccept Upsales integration
2. Select the drop-down menu in the top right of the integration
  1. Note: The GetAccept integration is active from a Upsales Order, Contact, or Account.
3. Select the tab named "Event sync"
4. Click "Add new event sync profile"
Configure Event sync Profile
1. Set a name for the profile
2. Activate the profile if it should be used right away
3. Select the trigger conditions
4. Select Contract
5. Select the "Signed by all" event
6. Select the Upsales main object as Order, Contact, or Account
  1. This is where you will be sending your document from in Upsales with GetAccept
  2. If you send contracts with GA from multiple places in Upsales, create a separate profile for each main object
  3. Note: Select Order if you are sending from or updating the Upsales opportunity.
7. Click Continue
8. Select Upsales object where you will update HubSpot properties, in this case we have selected Deal
  1. If you need to update multiple Upsales objects, you will complete set up for the first object and then click on "Add new sync object"
9. Select the Upsales property you want to update, in this case we have selected Order Stage
10. Select "Update CRM property" as the Action
  1. Note: Selecting "Pull Data from GetAccept field" as the Action means that you will update the Upsales property based on recipient filled data in GetAccept
11. Select the "Property value" you want to update the Order Stage to, in this case we have selected "Sent Order" (Skickat offert)
  1. For this Upsales property, it is a dropdown and you will be able to select the exact deal stage you want. If the Upsales property is a number type, or another type with pre set values, you will see that. If it is a free string field, you will be able to enter the desired input.
12. Click "Add new sync field" and follow steps 2i through 2k if additional GetAccept input fields are to be synced to Upsales
13. Click Continue
Enable Product sync toggle if you want optional or variable products updated in GetAccept to update Upsales product line items
1. Click Save