Using GetAccept Actions for HubSpot Workflows

Prerequisites

Before using GetAccept actions in HubSpot Workflows, ensure that you:

• Have GetAccept connected to HubSpot (see setup guide)

• Have access to HubSpot Workflows

GetAccept Custom Actions for HubSpot Workflows

There are seven custom actions available:

1. Create Document – Creates a draft document in GetAccept linked to the HubSpot Deal. Visible in the GetAccept HubSpot integration.

2. Get Document Details – Fetches document details for use in later actions.

3. Send Document – Sends the document to up to two recipients linked to the HubSpot Deal.

4. Create Draft Deal Room – Creates a draft Deal Room linked to the HubSpot Deal. Not visible to participants until published.

5. Publish Deal Room – Publishes a Deal Room, making it externally available.

6. Add Participants to Deal Room – Adds HubSpot contacts linked to the Deal as participants in the Room.

7. Get Deal Room Details – Fetches Deal Room details for use in later actions.

Creating a Workflow with GetAccept Actions

Here’s an example workflow that creates a draft contract and sends it automatically.

1. Create a Workflow

• In HubSpot, go to Automation > Workflows

• Click Create workflow and select From scratch

• Choose your trigger (e.g., Manually trigger only for testing)

• Select the Deal object (currently, GetAccept only supports Deals)

2. Add the First Action: Create Document

• Under Integrated apps, expand GetAccept

• Select Create Document

• Enter:

  • Document Name (you can use HubSpot properties)

  • Sender Email (must belong to an active GetAccept entity)

  • GetAccept Entity

  • Template to use for the document

• Click Save

3. Add the Second Action: Get Document Details

• Under Integrated apps, select Get Document Details

• Enter:

  • Sender Email (same as before)

  • Entity (same as before)

  • Document property to use

  • Action outputs → Select Document ID or Document Name

• Click Save

4. Add the Third Action: Send Document

• Under Integrated apps, select Send Document

• Enter:

  • Sender Email (same as before)

  • Entity (same as before)

  • Document → Select Contract ID from Get Document Details outputs

• Click Save

5. Review & Publish

• Review your workflow steps

• Optionally, add a HubSpot note to the Deal when a contract is created or sent

• Click Review and Publish

Your workflow will now create and send a GetAccept document automatically when triggered.

Limitations & FAQ

• GetAccept actions are currently only supported for HubSpot’s Deal object. Support for additional objects is planned.

• Recipients must be linked to the HubSpot Deal. Only two connected contacts are supported.