# Using GetAccept Actions for HubSpot Workflows

Enable GetAccept actions based on HubSpot events when working with Workflows.

April 23, 2026

## Prerequisites

1. Connect GetAccept to HubSpot following the steps shown [here](https://help.getaccept.com/en/articles/10766633-connecting-getaccept-to-hubspot).
2. Have access to HubSpot Workflows.

## Seven GetAccept Custom Actions for HubSpot Workflows

1. **Create document**  
    Creates a draft document in GetAccept that is linked to the HubSpot Deal and visible from the GetAccept integration for HubSpot

2. **Get Document Details**  
    Fetching document details that are used for the Send Document action

3. **Send Document**  
    Sends the document to up to two recipients that are linked to the HubSpot Deal

4. **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

5. **Publish Deal Room**  
    Publishes a Deal Room

6. **Add participants to Deal Room**  
    Adds Participants to a Deal Room that are linked to the HubSpot Deal

7. **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](https://knowledge.hubspot.com/workflows/create-workflows).

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. For an example of a workflow that creates a Deal Room, click [here](https://help.getaccept.com/en/articles/12095016-deal-room-automation-with-hubspot-workflows).

01. Log in to your HubSpot
02. Select Workflows from the Automation menu

03. Click **Create workflow** and select **From Scratch**

04. Select the trigger that will start the workflow
05. For testing purposes, let's select **Manually trigger only**

06. 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

07. Configure your first action
08. Under Integrated apps, expand **GetAccept**  
   7 actions will be visible

09. Select the **Create Document** action
   This action creates a draft document from GetAccept

10. 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

11. Enter the **Sender email** for the document that will be sent  
   Sender email must be linked to an active GetAccept entity

12. Select GetAccept **Entity** to be used for document sending
13. Select **Template** to be used for document sending

14. Click **Save**
15. Click **+** below the Create document action
16. From Integrated apps, select the **Get Document Details** action from GetAccept
17. Enter the **Sender email** used previously
18. Select the **Entity** used previously
19. Select **Document** property to use
20. Select **Action outputs**

21. Select **Document ID** or **Document Name**  
   This property is used to know which document to send in the next step

22. Click **Save**
23. Click **+** below the Get Document Details action
24. From Integrated apps, select the **Send Document** action from GetAccept
25. Enter the **Sender email** used previously
26. Select the **Entity** used previously
27. Select **Document**
28. Select **Action outputs**
29. Select **Contract** **ID** from under Get Document Details

30. Click **Save**
31. A workflow that will create a draft GetAccept document and then send that document with recipients linked to that Deal added automatically is completed

32. 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.