This article outlines how to create a HubSpot workflow to trigger the creation of an Accord.
In the instance where you want to use more complex logic to trigger for Automatic Accord Creation beyond what's configurable in the settings in Accord, you can create a HubSpot workflow that will achieve something similar.
The ability to create workflows in HubSpot is limited to the following subscriptions:
1. If you haven't done so already, connect Accord to your HubSpot instance.
2. Select Workflows in the navigation menu bar, click Create Workflow, and From Scratch.
3. Click Deal-based, select Blank workflow, then click Next.
3. Click Set up Triggers and add in the conditions that you want to trigger the automatic creation of the Accord.
4. Once you've added in all of the conditions, select the + icon beneath the Deal enrolment trigger card.
5. Under "Choose an action", type in "Accord", and select "Create Accord".
6. Go to Accord and find the playbookId of the Playbook that you want to use for the newly-created Accords. The playbookID can be found in the URL of Accord when you're viewing the Playbook.
7. Input the playbookId in the "playbookId to Use" field.
8. Click "Save".
9. Your final workflow should look something like this:
10. Test and Activate the workflow.