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Connecting GetAccept to Glyphic

Import Glyphic meetings into GetAccept Deal Rooms

Updated yesterday

Important: this needs to be done by someone who is both an admin of Glyphic and an admin of the GetAccept entity.

To be able to use our Glyphic integration you will need to authorize it via your GetAccept settings for Integrations.

By connecting the two platforms, you will be able to import Glyphic meetings—including recordings—into GetAccept Deal Rooms, helping buyers and sellers stay aligned with one shared source of truth.

How to connect GetAccept to Glyphic

  1. Under the tab All integrations or Engage scroll down to find the Glyphic integration

  2. Select Connect

    4. You'll be prompted to enter your Glyphic API key. Instructions on how to generate your API key can be found here. You need to be an admin in Glyphic to generate the key.


    ​Once you have successfully connected GetAccept to Glyphic, you will be able to import Glyphic meetings into Deal Rooms.



    ​Adding Glyphic meetings to Deal Rooms

    You can easily import meetings directly from Glyphic into GetAccept Deal Rooms. That means that recordings, discussion notes and action points can be added and shared with stakeholders.

    This is a great way of creating a single source of truth for everyone involved in the deal, including your buyers.

    To add Meetings from Glyphic, ensure the integration is connected, then head to a Deal Room. Check that the Meetings feature is enabled by going to your functionality settings.

    Under the Meetings tab, you'll see the option to add a meeting. You can either add a meeting from Glyphic, or by creating it manually.

    Choose the meeting you want to import. This will include the participants, video recordings, meeting notes and next steps. Participants will be automatically connected to the people already in the Deal Room. If new participants are detected, you'll be able to easily invite them to the room.

    You can only import meetings in which you are a participant, and which are not marked as private.

    Keeping meetings up-to-date

    Imported meetings are not automatically updated when changes are made in Glyphic.

    Go to the Meetings settings and select Check for updates, and we'll update the Meetings page with the latest summaries, videos and other details from Glyphic.

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