# Trigger HubSpot workflows from a GetAccept document

Use smart workflow triggers in Hubspot based on document actions

August 12, 2020

## How to setup a workflow based on GetAccept document activity

Let us show you an example where we trigger a delayed email campaign after a contact/lead has viewed one of our meeting presentations sent to them.

Create a new workflow in HubSpot by clicking the menu option **Workflows** and then the button **Create workflow**

Name your workflow, select **Contact-based** and **Start from scratch**. Click **Next** button

Click **Set enrollment triggers,** scroll down and select **GetAccept: Document activity**

Select the trigger **Event Name** and choose the GetAccept document events that will trigger this workflow

Click **Apply filter**. We add another filter on our trigger based on the document name to make sure this is only sent when they opened one of our post-meeting documents.

Save the trigger and continue adding the steps to your workflow using the + buttons. In our example we will put a delay to not seem too eager and then send them a white paper matching the industry of our lead.

Click **Review**, check if you want any other settings for your workflow and then turn it on and do a test sending.

Make sure you use the [GetAccept Chrome Extension for HubSpot](https://chrome.google.com/webstore/detail/hubspot-esignatures-by-ge/dhiabblhplagmkfjfeepopdiidehnmlm?hl=en) to use workflows and receive timeline events.

A successful test of the workflow should look something like this in workflow history

## Hints

- Workflows only trigger once per contact/lead so during testing we suggest using multiple emails when sending the documents.
- Contacts will always receive event triggers independently of the object you associate a document to (deal, contact, company)
- Use the workflow history to debug a workflow and see that all steps are working

If you get stuck or need any help or advice, please contact the GetAccept support using the built-in chat in GetAccept or by emailing [integrations@getaccept.com](mailto:integrations@getaccept.com)