# Deal Room Automation with HubSpot Workflows

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

February 5, 2026

## 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 published Deal Room with GetAccept and adds up to two recipients that are linked to the HubSpot Deal.

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

1. **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**

1. 7 actions will be visible

09. Select the **Create Draft Deal Room** action

1. This action creates a draft Deal Room from GetAccept

10. Enter **Deal Room Name** that should be used for the DR that created

1. **Note:** You can use available properties to define the name

11. Enter the **Sender email** for the document that will be sent

1. Sender email must be linked to an active GetAccept entity

12. Select GetAccept **Entity** to be used for the Deal Room

13. Select **Template** to be used for the Deal Room

14. Click Save

15. Click **+** below the Create Draft Deal Room action

16. From Integrated apps, select the **Publish Deal Room** action from GetAccept

1. If you don't want the Deal Room to be published, you can skip this step. Deal Room will be in draft state and available from the linked HubSpot deal for users to open, update, and publish manually.

2. Deal Room being published at this state will not include any external participants

17. Enter the **Sender email** used previously

18. Enter the **Revision message**

1. Message that will be sent to Deal Room participants upon publish.

19. Click **+** below the Publish Deal Room action

20. Select **Delay** as the action

1. We are adding a delay to ensure that the draft or published Deal Room is created and an ID is associated to the DR. This ensures we are able to add participants if needed in the workflow.

21. Select **For a set amount of time** for the Delay

22. Set a delay of at least 2 minutes

23. Click **+** below the Delay action

24. From Integrated apps, select the **Add participants to Deal Room** action from GetAccept

1. Up to two linked contacts from the HubSpot Deal will be added as participants to the Deal Room

2. Note: Participants & Collaborators can be added to the Deal Room manually from the integration as needed

25. Enter the previously used Sender Email

26. Select **Deal Room ID** property to use for the Deal Room ID field

27. Check **Invite participants** to add linked contacts from the HubSpot Deal that triggered this workflow

1. Only two linked contacts will be added as Deal Room participants

28. Check **Send invitation email** if you want invited participants to receive notification they have been added to the Deal Room

1. Participants can be notified later manually or from the integration

29. Click Save

30. Click **+** below the Add participants to Deal Room action

31. From Integrated apps, select the **Get Deal Room Details** action from GetAccept

1. This is to allow us to fetch details of the created & published Deal Room and to create a note or other follow-up action in the workflow

32. Enter the previously used Sender Email

33. Select **Deal Room ID** property to use for the Deal Room ID field

34. Click **+** below the Get Deal Room Details action

35. Select the **Create note** action under CRM

1. This is an optional step; other actions could be selected instead

36. Fill out the desired note body and include variables from previous Actions Outputs

1. In this example, Deal Room Name and Universal link have been used for the note that will be created

37. Click save and test the workflow

## Full Workflow from the above example