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. You can also layer in conditions based on Upsales field values, so an event only updates a property when the deal context matches the rules you define.
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
Set different values for the same property based on deal value or stage (for example, set "Onboarding Type" to "Self-serve" for deals under $20,000 and "Dedicated CSM" for deals at or above $20,000 when a contract is signed)
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Unpublished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
Log in to the GetAccept Upsales integration
Select the drop-down menu in the top right of the integration
Note: The GetAccept integration is active from a Upsales Order, Contact, or Account.
Select the tab named "Event sync"
Click "Add new event sync profile"
Configure Event sync Profile
Set a name for the profile
Activate the profile if it should be used right away
Select the trigger conditions
Select Contract
Select the "Signed by all" event
Select the Upsales main object as Order, Contact, or Account
This is where you will be sending your document from in Upsales with GetAccept
If you send contracts with GA from multiple places in Upsales, create a separate profile for each main object
Note: Select Order if you are sending from or updating the Upsales opportunity.
Click Continue
Select Upsales object where you will update Upsales properties, in this case we have selected Deal
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"
Select the Upsales property you want to update, in this case we have selected Order Stage
Select "Update CRM property" as the Action
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
Select the "Property value" you want to update the Order Stage to, in this case we have selected "Sent Order" (Skickat offert)
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.
Click "Add new sync field" and follow steps 2i through 2k if additional GetAccept input fields are to be synced to Upsales
Click Continue
Enable Product sync toggle if you want optional or variable products updated in GetAccept to update Upsales product line items
Click Save
Add Upsales field conditions to an Event sync profile
Event sync profiles can include conditions based on Upsales field values, so a profile only updates a property when both the GetAccept event fires and the Upsales record matches the conditions you define. This lets you build different rules for different deal contexts, such as deal size or stage, instead of treating every deal the same.
GetAccept reads the live Upsales record at the moment the event fires and applies the update only when the conditions are met.
Example conditional rules
You can combine a GetAccept event with one or more Upsales field conditions. For example, when a GetAccept contract is signed:
IF Stage = "Negotiation" AND Amount < $20,000 → set "Onboarding Type" = "Self-serve"
IF Stage = "Negotiation" AND Amount ≥ $20,000 → set "Onboarding Type" = "Dedicated CSM"
When a GetAccept proposal is opened by the buyer:
IF Stage = "Proposal" AND Amount < $15,000 → set "Forecast Category" = "Pipeline"
IF Stage = "Proposal" AND Amount ≥ $15,000 → set "Forecast Category" = "Best Case"
Note: Sales reps do not need to change anything in their workflow. Conditional logic is configured by CRM admins and Revenue Operations in the Event sync profile, and the impact is felt downstream through more accurate Upsales data.
FAQ: Upsales field conditions
Does this replace the existing event-based CRM sync?
No, it extends it. Event sync profiles still trigger on the same GetAccept events listed above. The difference is that you can now add Upsales field conditions (such as deal stage, deal value, or any Upsales field) on top of the event trigger.
Can I set different rules for different deal sizes or stages?
Yes. You can define separate Event sync profiles for deals above or below a value threshold, for different pipeline stages, or for combinations of Upsales fields.
Who should configure these conditions?
CRM admins and Revenue Operations teams. The conditions are part of the Event sync profile setup and do not change how sales reps send documents.