Update Upsales properties based on GetAccept Events

Use our new Event sync profiles to update Upsales properties based on GetAccept events like Contract Signed or Deal Room visited.

Introduction

GetAccept offers the ability for a GetAccept event that occurs for a Deal room or Contract to update an 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• Unpublished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​

1. 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
   3. Note: The GetAccept integration is active from an Upsales Order, Contact, or Account.

2. 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
   7. Click Continue
   8. Select Upsales object where you will update Upsales properties, in this case we have selected Deal
   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
   11. Select the " Property value" you want to update the Order Stage to, in this case we have selected "Sent Order" (Skickat offert)
   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
   14. Enable Product sync toggle if you want optional or variable products updated in GetAccept to update Upsales product line items
   15. 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.