Supercharge your sales engine with GetAccept's automations

Say goodbye to manual processes and hello to GetAccept’s tailored automations. Perfect for businesses evolving past basic automation tools, we bridge the gap to advanced, yet user-friendly workflows that propel your sales forward.

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Improve efficiency & ensure precision

Streamlined efficiency

Cut the manual admin to a minimum. Give your team back hours every month with automations that let them focus on closing deals, not clerical work.

Improve business velocity

Stay ahead with instant actions. Accelerate deal momentum with automations that trigger the right actions at the right time, seizing every opportunity.

Precision at scale

Let precision be your standard. Automate routine tasks to reduce human error and streamline maintenance, keeping your operations running smoothly.

Let's build your perfect workflow together

Craft an automation suite that’s as unique as your business. Without the hassle of complex setups, our experts are here to build a streamlined workflow that feels custom-made and works flawlessly.

Talk to an expert

“GetAccept unlocked a whole new level of scale for us. It helped us to reach these new heights where we’re dealing with tens of thousands of people all at once.”

William Imperiale

Product Manager@ Labaton Sucharow

“My absolute favorite part is the API. The amount of power that gives to an organization is virtually unlimited... seamless integrations into other systems, reporting, user metrics, dashboards, and updates to the CRM/deals.”

Johnathan Enslin

Sales Executive & Backend Developer@ Sonic Telecoms

“We’ve managed to save over 10 hours of admin work per week thanks to the GetAccept Automation between HubSpot and Chargebee. It creates recurring revenue we enjoy continuously.”

Tommaso Centonze

COO@ Smartpricing

Your entire tech stack, seamlessly connected

Enhance every phase of your operations from sales to project management with streamlined processes that save time and reduce complexity.

Categories

• Productivity & Collaboration

• Marketing

• Payments & Finance

• Sales

• Data & Business Intelligence

• Support & Success

• Other

• Human Resources

• ERP

• CRM

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ExcelGmailLinkedInPaypalQuickBooks OnlineSalesforce CPQSnowflakeTableauZoomInfoIntercomAmazon S3ADP Workforce NowApache KafkaCisco Webex MeetingsDropboxGoogle BigQueryGoogle CalendarGoogle SheetsJiraMailChimpMarketoMicrosoft Power BINetSuiteNotionOutlookRedshiftSalesforce Marketing CloudSalesforce PardotTrelloUKG ProXeroZendeskShopifyTypeformAWS LambdaAzure Active DirectoryGoogle TranslateAirtableAsanaBambooHRConfluenceFreshBooksFreshdeskGoogle SlidesGreenhouseHighspotLookerMicrosoft Dynamics Finance And OperationsMicrosoft SharePointMondayOneDriveOracle E-Business SuiteSeismicZoho CRMClickupSendGridGoogle FormsOracleUiPathAdaptive InsightsAnaplanBasecampBig CommerceBill.comBoxCalendlyClariConfluent CloudConstant ContactCoupaDOMODriftEventbriteGainsightGoogle Cloud StorageGustoKlaviyoLeverLiveChatMagento 2Sage IntacctSAP Business OneSAP Sales CloudSmartsheetSugarCRMTalkdeskWooCommerceWrikeXactlyZenefitsSurveyMonkeyAutomation AnywhereSAP SuccessFactorsCampaign MonitorCisco Webex TeamsClearbitCventDemandbaseGotoWebinarHarvestInfobipLushaMetabaseMicrosoft AdvertisingPendoPersonioRingCentralSage LiveTradeshiftVeeva CRMVlocityWistiaWorkableZoho InvoiceFreshserviceServiceNowAmazon SESAmazon SNSAmazon SQSCitrix SharefileAcumatica ERPBizzaboChargifyClarizen OneCopperDun and BradstreetEgnyteGuruHiveInsightlyIterableMindtickleNeverBouncePeopleDocPriority SoftwareQuipSendosoYouCanBookMeZendesk SellZoho MailZuora for SalesforceQualtricsBMC Helix ITSMDeepLApplaudBigtincanBloomfireCapsule CRMChart MogulChili PiperClarizen GoCrossbeamDeal CloudFormstack DocumentsFullContactGravity FormsKenandyKnackPartnerStackRocketlaneShopwareWorkflow MaxZeroBounceForm Assembly.webp)Kintone (Lite)PipefyProntoFormsRev OpsAgiloftClickSend SMSSansanAscentERPdocparserMailazyBMC Innovation SuiteConvertAPIKizenPDFMonkeyAbbyy Vantage

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What you can automate

• When a GetAccept document is signed, add a row to an Excel spreadsheet with deal data
• When a GetAccept deal room is opened, log the engagement event to Excel

Available connections

GetAcceptExcel

Triggers in GetAccept

• Document has been signed When a document is signed in GetAccept
• Deal room event When a room updates in GetAccept
• Other document event When a document updates in GetAccept

Actions in Excel

• Custom action Custom action in Excel (Custom)
• Add rows in batch Add rows in batch in Microsoft Excel
• Add a table Add a table in Microsoft Excel
• Add a worksheet Add a worksheet in Microsoft Excel
• Delete a row Delete a row in Microsoft Excel
• Get cells Get cells from range in Microsoft Excel
• Get rows Get rows from table in Microsoft Excel
• List tables List tables in Microsoft Excel
• List worksheets List worksheets in Microsoft Excel
• Search workbooks Search workbooks in Microsoft Excel
• Update a row Update row in Microsoft Excel

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• Productivity & Collaboration

What you can automate

• When a new qualifying email arrives in Gmail, trigger a GetAccept proposal
• When a GetAccept document is signed, send a confirmation email via Gmail
• When a GetAccept document expires, send a follow-up email via Gmail

Available connections

GetAcceptGmailGmailGetAccept

Triggers in GetAccept

Actions in Gmail

• Custom action Custom action in Gmail (Custom)
• Download attachment Download email attachment from Gmail
• Get email or draft by ID Get email or draft by ID in Gmail
• Send email Send email via Gmail

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• Productivity & Collaboration

What you can automate

• When a LinkedIn lead gen form is submitted, create a GetAccept deal room for the prospect
• When a LinkedIn lead gen form is submitted, automatically send a GetAccept proposal

Available connections

GetAcceptLinkedInLinkedInGetAccept

Triggers in GetAccept

Actions in LinkedIn

• Custom action Custom action in LinkedIn (Custom)
• Get campaign details by ID Get campaign details by ID in LinkedIn
• Get lead gen form response by ID Get lead gen form response by ID in LinkedIn
• Retrieve a list of campaigns by status Retrieve a list of campaigns by status in LinkedIn
• Search lead gen form responses Search lead gen form responses from LinkedIn

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• Marketing

What you can automate

• When a GetAccept contract is signed, create a PayPal invoice for the customer
• When a new PayPal invoice is created, send the corresponding GetAccept agreement

Available connections

GetAcceptPaypalPaypalGetAccept

Triggers in GetAccept

Actions in Paypal

• Custom action Custom action in PayPal
• Get invoice by ID Get invoice details from PayPal
• Search invoices Search Invoices in PayPal

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• Payments & Finance

What you can automate

• When a GetAccept contract is signed, automatically create an invoice in QuickBooks
• When a new customer is added in QuickBooks, trigger a GetAccept welcome document
• When a GetAccept document is signed, create a customer record in QuickBooks

Available connections

GetAcceptQuickBooks OnlineQuickBooks OnlineGetAccept

Triggers in GetAccept

Actions in QuickBooks Online

• Custom action Custom action in QuickBooks Online (Custom)
• Add line to credit memo Add line item to credit memo in QuickBooks
• Add line to estimate Add line item to estimate in QuickBooks
• Add line to invoice Add line item to invoice in QuickBooks
• Add line to sales receipt Add line item to sales receipt in QuickBooks
• Create G/L account Create G/L account in QuickBooks
• Create bill payment Create bill payment with a multi linked transaction in QuickBooks
• Create bill Create bill with a multi line item in QuickBooks
• Create check / cheque Create check / cheque with a multi line item in QuickBooks
• Create class Create class in QuickBooks
• Create credit card credit Create credit card credit with a multi line item in QuickBooks
• Create credit memo Create credit memo with a multi line item in QuickBooks
• Create customer Create customer in QuickBooks
• Create bank deposit Create bank deposit with a multi linked transaction in QuickBooks
• Create employee Create employee in QuickBooks
• Create estimate Create estimate with a multi line item in QuickBooks
• Create expense Create expense with a multi line item in QuickBooks
• Create invoice Create invoice with a multi line item in QuickBooks
• Create item (product or service) Create item in QuickBooks
• Create journal entry Create journal entry in QuickBooks
• Create journal entry with line items Create journal entry with line items in QuickBooks
• Create payment Create payment with a multi linked transaction in QuickBooks
• Create purchase order Create purchase order with a multi line item in QuickBooks
• Create refund receipt Create refund receipt with a multi line item in QuickBooks
• Create sales receipt Create sales receipt with a multi line item in QuickBooks
• Create timesheet with 1 line item Create timesheet with a single line item in QuickBooks
• Create transfer Create transfer in QuickBooks
• Create vendor Create vendor in QuickBooks
• Create vendor / supplier credit Create vendor / supplier credit with a multi line item in QuickBooks
• Get attachments Get attachments from QuickBooks
• Get customer sales reports Get customer sales reports from QuickBooks
• Get estimate details Get estimate details in QuickBooks
• Get exchange rate Get exchange rate details from QuickBooks
• Get invoice details Get invoice details from QuickBooks
• Get item (product or service) details Get item in QuickBooks
• Get profit and loss Get profit and loss in QuickBooks
• Get sales receipt details Get sales receipt details by ID from QuickBooks
• Get timesheet details Get timesheet details in QuickBooks
• Search G/L accounts Search G/L accounts in QuickBooks
• Get customer details Get customer details by ID in QuickBooks
• Search employees Search employees in QuickBooks
• Get employee details Get employee details in QuickBooks
• Get payment method details Get payment method details in QuickBooks
• Get sales term details Get sales term details in QuickBooks
• Get vendor details Get vendor details in QuickBooks
• Search vendor bills Search vendor bills in QuickBooks
• Search budgets Search budgets in QuickBooks
• Search checks Search checks in QuickBooks
• Search classes Search classes in QuickBooks
• Search customers Search customers in QuickBooks
• Search departments Search departments in QuickBooks
• Search bank deposits Search bank deposits in QuickBooks
• Search estimates Search estimates in QuickBooks
• Search invoices Search invoices in QuickBooks
• Search items (products or services) Search items in QuickBooks
• Search journal entries Search journal entries in QuickBooks
• Search payment methods Search payment methods in QuickBooks
• Search purchases Search purchases in QuickBooks
• Search sales receipts Search sales receipts in QuickBooks
• Search tax codes Search tax codes in QuickBooks
• Search terms Search terms in QuickBooks
• Search timesheets Search timesheets in QuickBooks
• Search vendors Search vendors in QuickBooks
• Send invoice via email Send invoice through email in QuickBooks
• Update a bill payment Update bill payment with a multi linked transaction in QuickBooks
• Update bill Update bill with a multi line item in QuickBooks
• Update check / cheque Update check / cheque with a multi line item in QuickBooks
• Update credit card credit Update credit card credit with a multi line item in QuickBooks
• Update credit memo Update credit memo with a multi line item in QuickBooks
• Update customer Update a customer in QuickBooks
• Update a bank deposit Update bank deposit with a multi linked transaction in QuickBooks
• Update employee Update employee in QuickBooks
• Update estimate Update estimate with a multi line item in QuickBooks
• Update expense Update expense with a multi line item in QuickBooks
• Update invoice Update invoice with a multi line item in QuickBooks
• Update item (product or service) Update item in QuickBooks
• Update a payment Update payment with a multi linked transaction in QuickBooks
• Update purchase order Update purchase order with a multi line item in QuickBooks
• Update refund receipt Update refund receipt with a multi line item in QuickBooks
• Update sales receipt Update sales receipt with a multi line item in QuickBooks
• Update timesheet Update timesheet in QuickBooks
• Update a transfer Update transfer with a multi linked transaction in QuickBooks
• Update vendor Update vendor in QuickBooks
• Update vendor / supplier credit Update vendor / supplier credit with a multi line item in QuickBooks

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• Payments & Finance

What you can automate

• When a Salesforce CPQ quote is created, trigger the corresponding GetAccept document
• When a GetAccept document is signed, update the CPQ quote status to Accepted
• When a CPQ object is created or updated, sync the change to the GetAccept deal room

Available connections

GetAcceptSalesforce CPQSalesforce CPQGetAccept

Triggers in GetAccept

Actions in Salesforce CPQ

• Custom action Custom action in Salesforce CPQ (Custom)
• Create object Create object in Salesforce CPQ
• Get related objects Get related object list in Salesforce CPQ
• Search objects Search for objects in Salesforce CPQ
• Update object Update object in Salesforce CPQ

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• Sales

What you can automate

• When a GetAccept document is signed, insert the deal event as a row in Snowflake
• When a deal room is opened or viewed in GetAccept, log the engagement to Snowflake
• When a Snowflake scheduled query returns qualifying records, trigger GetAccept proposals

Available connections

GetAcceptSnowflakeSnowflakeGetAccept

Triggers in GetAccept

Actions in Snowflake

• Bulk load data to table from stage Bulk Bulk load data to table from stage in Snowflake
• Delete rows Delete rows in a table in Snowflake
• Export query result Export query result as a CSV file in Snowflake
• Insert row Insert row in a table in Snowflake
• Merge rows Merge rows from source table to target table in Snowflake
• Replicate schema Replicate table schema in Snowflake
• Run custom SQL Run custom SQL in Snowflake
• Run long query using custom SQL Run long query using custom SQL in Snowflake
• Select rows Select rows in a table in Snowflake
• Select rows using custom SQL Select rows using custom SQL in Snowflake
• Replicate rows Replicate batch of rows to table in Snowflake
• Update rows Update rows in a table in Snowflake
• Upload file to internal stage Upload file to internal stage in Snowflake
• Upsert rows Upsert batch of rows in a table in Snowflake

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• Data & Business Intelligence

What you can automate

• When a GetAccept deal closes, trigger a Tableau workbook refresh to update the dashboard
• When a batch of GetAccept documents are signed, refresh the Tableau sales pipeline view

Available connections

GetAcceptTableau

Triggers in GetAccept

Actions in Tableau

• Custom action Custom action in Tableau (Custom)
• Download view Download view in Tableau
• List extract refresh tasks List extract refresh tasks in Tableau
• Refresh workbook Refresh specified workbook in Tableau
• Run extract refresh task Run an extract refresh task in Tableau
• Search views Search views in Tableau
• Search workbooks Search workbooks in Tableau

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• Data & Business Intelligence

What you can automate

• When a GetAccept deal room is created, enrich the prospect with ZoomInfo company and contact data
• When a ZoomInfo record is updated, sync the enriched details to the GetAccept contact

Available connections

GetAcceptZoomInfoZoomInfoGetAccept

Triggers in GetAccept

Actions in ZoomInfo

• Custom action Custom action in ZoomInfo (Custom)
• Enrich companies Enrich companies in ZoomInfo
• Enrich contacts Enrich contacts in ZoomInfo
• Enrich company location Retrieve all locations in ZoomInfo
• Enrich compliance data Retrieve compliance data in ZoomInfo
• Enrich corporate hierarchy Retrieve corporate hierarchy in ZoomInfo
• Enrich hashtags Retrieve hashtags in ZoomInfo
• Enrich intent Retrieve intent in ZoomInfo
• Enrich news Retrieve news in ZoomInfo
• Enrich organizational chart Retrieve organizational chart in ZoomInfo
• Enrich scoops Retrieve scoops in ZoomInfo
• Enrich technology stack information Retrieve techstack information in ZoomInfo
• Search companies Search companies in ZoomInfo
• Search contacts Search contacts in ZoomInfo
• Search intent Search intent in ZoomInfo
• Search news Search news in ZoomInfo
• Search scoops Search scoops in ZoomInfo

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• Sales

What you can automate

• When an Intercom conversation qualifies as a sales opportunity, create a GetAccept deal room
• When a GetAccept document is signed, add a note to the Intercom conversation
• When a GetAccept document is opened by a prospect, reply to the Intercom conversation to follow up

Available connections

GetAcceptIntercomIntercomGetAccept

Triggers in GetAccept

Actions in Intercom

• Custom action Custom action in Intercom (Custom)
• Add conversation note Add conversation note in Intercom
• Archive users Archive users in Intercom
• Get conversation by ID Get conversation by ID in Intercom
• Reply to conversation as user Reply to a conversation in Intercom
• Search conversations by user Search conversations by user in Intercom
• Search notes by user Search notes by user in Intercom
• Search segments by user Search segments by user in Intercom
• Search tags by user Search tags by user in Intercom
• Search user Search user in Intercom
• Update user Update user in Intercom
• Create/update users Insert/update users in Intercom

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• Sales
• Marketing
• Support & Success

What you can automate

• When a GetAccept document is signed, upload the signed copy to an S3 bucket
• When a new file appears in S3, use it as a document template to trigger a GetAccept send
• When a GetAccept deal closes, store the contract archive in S3

Available connections

GetAcceptAmazon S3Amazon S3GetAccept

Triggers in GetAccept

Actions in Amazon S3

• Custom action Custom action in Amazon S3 (Custom)
• Copy file Copy file in Amazon S3
• Create bucket Create bucket in Amazon S3
• Delete bucket Delete a bucket in Amazon S3
• Delete file/folder Delete file or folder in Amazon S3
• Generate presigned URL Generate a presigned object URL in Amazon S3
• Download file contents Download file contents in Amazon S3
• List files in bucket List files in Amazon S3
• Upload file Upload file into bucket via file contents

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• Other

What you can automate

• When a new event notification fires in ADP Workforce Now, trigger a GetAccept document
• When a GetAccept onboarding document is signed, create a record in ADP Workforce Now
• When a new hire is initiated in ADP, send the onboarding documents via GetAccept

Available connections

GetAcceptADP Workforce NowADP Workforce NowGetAccept

Triggers in GetAccept

Actions in ADP Workforce Now

• Custom action Custom action in ADP Workforce Now (Custom) (Custom)
• Change status of job applicant external screening Modify Status of a Job Applicant in ADP Workforce Now (Custom)
• Create record Create record in ADP Workforce Now (Custom)
• Delete record Delete record in ADP Workforce Now (Custom)
• Get record details Get details of specific record in ADP Workforce Now (Custom)
• Initiate job applicant external screening Initiate External screening of a Job Applicant in ADP Workforce Now (Custom)
• List records List records in ADP Workforce Now (Custom)
• Modify entries in a Pay Data batch Modify Entries in a Pay Data batch in ADP Workforce Now (Custom)
• Onboard employee Onboard Employee in ADP Workforce Now (Custom)
• Search records Search for records in ADP Workforce Now (Custom)
• Stop deduction instruction Stop Deduction instruction in ADP Workforce Now (Custom)
• Terminate employee Terminate Employee in ADP Workforce Now (Custom)
• Update record Update record in ADP Workforce Now (Custom)
• Upsert record Upsert record in ADP Workforce Now (Custom)

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• Human Resources

What you can automate

• When a GetAccept document is signed, publish the deal event to a Kafka topic
• When a message arrives on a Kafka topic with a qualifying lead, trigger a GetAccept deal room
• When a GetAccept deal room is updated, publish the event to downstream Kafka consumers

Available connections

GetAcceptApache KafkaApache KafkaGetAccept

Triggers in GetAccept

Actions in Apache Kafka

• Publish message Publish message to Kafka topic
• Publish messages Publish messages to Kafka topic

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• Data & Business Intelligence

Available connections

GetAcceptCisco Webex MeetingsCisco Webex MeetingsGetAccept

Triggers in GetAccept

Actions in Cisco Webex Meetings

• Create record Create record in Cisco Webex Meetings
• Custom action Custom action in Cisco Webex Meetings
• Delete record Delete record in Cisco Webex Meetings
• Download recording Download recoding in Cisco Webex Meetings
• Get record details Get record in Cisco Webex Meetings
• Search records Search records in Cisco Webex Meetings
• Update record Update records in Cisco Webex Meetings

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• Productivity & Collaboration

What you can automate

• When a GetAccept document is signed, upload the signed copy to a Dropbox folder
• When a new file appears in Dropbox, use it as content for a GetAccept document send
• When a GetAccept deal closes, create a dedicated Dropbox folder for the customer

Available connections

GetAcceptDropboxDropboxGetAccept

Triggers in GetAccept

Actions in Dropbox

• Custom action Custom action in Dropbox (Custom)
• Copy file or folder Copy file or folder in Dropbox
• Create folder Create folder in Dropbox
• Delete file or folder Delete file or folder in Dropbox
• Fetch deleted files and folders Fetch deleted files and folders in Dropbox
• Download file Download file from Dropbox
• Get metadata of a file or folder Get metadata of a file or folder in Dropbox
• Move/rename file or folder Move/rename file or folder in Dropbox
• Read CSV file lines Read CSV file lines from Dropbox
• Search files Search files in Dropbox
• Search folders Search folders in Dropbox
• Update CSV file in dropbox Update CSV file in dropbox
• Upload file using file contents Upload file to Dropbox using file contents
• Upload file from URL Upload file from public URL to Dropbox
• Upload multiline file Upload multiline file to Dropbox

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• Productivity & Collaboration

What you can automate

• When a GetAccept document is signed, insert the deal event as a row in BigQuery
• When a BigQuery scheduled job completes with qualifying results, trigger GetAccept proposals
• When a deal room is viewed in GetAccept, log the engagement data to a BigQuery table

Available connections

GetAcceptGoogle BigQueryGoogle BigQueryGetAccept

Triggers in GetAccept

Actions in Google BigQuery

• Custom action Custom action in Google BigQuery (Custom)
• Get batch of rows by Job ID Get batch of rows from query result in BigQuery
• Insert row Insert a row in table in BigQuery
• Insert rows Insert rows in table in BigQuery
• Load data into BigQuery Load data into table on BigQuery
• Load data from Google Cloud Storage into BigQuery Load data from Google Cloud Storage into table on BigQuery
• Run custom SQL in BigQuery Run custom SQL in BigQuery
• Select rows (Old) Select rows asynchronously in a table in BigQuery
• Select rows Select rows in a table in BigQuery
• Select rows using custom SQL (Old) Select rows asynchronously using custom SQL in BigQuery
• Select rows using custom SQL Select rows using custom SQL in BigQuery
• Select rows using custom SQL and insert into table Select rows using custom SQL and insert into table in BigQuery

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• Data & Business Intelligence

What you can automate

• When a Google Calendar meeting ends, automatically send a GetAccept proposal
• When a GetAccept deal room is created, schedule a follow-up event in Google Calendar
• When a GetAccept contract is signed, create a kick-off meeting in Google Calendar

Available connections

GetAcceptGoogle CalendarGoogle CalendarGetAccept

Triggers in GetAccept

Actions in Google Calendar

• Custom action Custom action in Google Calendar (Custom)
• Add attendees to an event Add list of attendees to an event in Google Calendar
• Create all day event Create all day event in Google Calendar
• Create calendar Create calendar in Google Calendar
• Create event Create event in Google Calendar
• Create task Create task in Google Calendar
• Delete attendees from an event Delete list of attendees from an event in Google Calendar
• Delete event Delete an event in Google Calendar
• Get calendar by ID Get calendar by ID in Google Calendar
• Get event by ID Get event by ID in Google Calendar
• List calendars List calendars in Google Calendar
• Search events Search events in Google Calendar
• Update event Update event in Google Calendar
• Update task Update task in Google Calendar

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• Productivity & Collaboration

What you can automate

• When a GetAccept document is signed, add a row to a Google Sheet with deal details
• When a new row is added to a Google Sheet with a lead, trigger a GetAccept proposal
• When a deal room is updated in GetAccept, update the corresponding row in Google Sheets

Available connections

GetAcceptGoogle SheetsGoogle SheetsGetAccept

Triggers in GetAccept

Actions in Google Sheets

• Custom action Custom action in Google Sheets (Custom)
• Add rows in bulk Add multiple rows in a sheet in Google Sheets
• Add row Add a new row in a sheet in Google Sheets
• Get rows Get rows from sheet in Google Sheets
• Search rows Search rows in a sheet in Google Sheets
• Update rows in bulk Update multiple rows in a sheet in Google Sheets
• Update row Update a row in a sheet in Google Sheets
• Update row using row ID (Deprecated) Update a row using row ID in a sheet in Google Sheets

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• Productivity & Collaboration

What you can automate

• When a GetAccept contract is signed, create a Jira issue to kick off implementation
• When a new Jira issue is created for a key milestone, send a GetAccept document for sign-off
• When a Jira issue is updated to a closing stage, trigger a GetAccept final agreement

Available connections

GetAcceptJiraJiraGetAccept

Triggers in GetAccept

Actions in Jira

• Custom action Custom action in Jira (Custom)
• Assign user to issue Assign user to issue in Jira
• Create comment Create comment for issue in Jira
• Create issue Create issue in Jira
• Create user Create user in Jira
• Get user details Get user in Jira
• Download attachment Download attachment from issue in Jira
• Get changelog of an issue Get changelog of an issue in Jira
• Get issue Get issue details from Jira
• Get issue comments Get list of issue comments for issue in Jira
• Get issue schema Get issue schema for Jira
• Search assignable users Search assignable users for issue in Jira
• Search issues Search issues in Jira
• Search issues by JQL Search issues by JQL in Jira
• Update comment Update comment for issue in Jira
• Update issue Update issue in Jira
• Update issue status Update status of issue in Jira
• Upload attachment Upload attachment to issue in Jira

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• Productivity & Collaboration

What you can automate

• When a GetAccept contract is signed, add the customer to a MailChimp audience
• When a new MailChimp subscriber joins a list, send them a GetAccept welcome document
• When a GetAccept deal room expires, trigger a MailChimp re-engagement campaign

Available connections

GetAcceptMailChimpMailChimpGetAccept

Triggers in GetAccept

Actions in MailChimp

• Custom action Custom action in MailChimp (Custom)
• Add subscriber tags Add subscriber tags in MailChimp
• Add subscriber Add subscriber in MailChimp
• Get subscriber activity Get subscriber activities in MailChimp
• Get subscriber tags Get subscriber tags in MailChimp
• Remove subscriber Remove subscriber from MailChimp
• Search campaigns Search campaigns in MailChimp
• Search subscribers Search subscribers in MailChimp
• Search tags Search for tags in MailChimp
• Update subscriber Update subscriber in MailChimp

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• Marketing

What you can automate

• When a Marketo lead reaches a qualifying score, automatically send a GetAccept proposal
• When a GetAccept document is signed, change the lead program status in Marketo
• When a GetAccept document is opened, trigger a Marketo nurture campaign

Available connections

GetAcceptMarketoMarketoGetAccept

Triggers in GetAccept

Actions in Marketo

• Custom action Custom action in Marketo (Custom)
• Activate smart campaign Activate smart campaign in Marketo
• Add custom activity Add custom activity in Marketo
• Add leads to lead list Add leads to lead list in Marketo
• Bulk export objects to file Export objects in bulk in Marketo
• Bulk import objects from file Bulk import objects to Marketo from file
• Change lead program status Change lead program status in Marketo
• Clone object Clone object in Marketo
• Create object Create object in Marketo
• Get objects Get objects in Marketo
• Remove leads from lead list Remove leads from lead list in Marketo
• Return data to Marketo Self Service Flow Step Return data to Marketo Self Service Flow Step in Marketo
• Schedule campaign or smart campaign Schedule campaign or smart campaign in Marketo
• Search objects Search object in Marketo
• Submit form Submit form in Marketo
• Trigger campaign or smart campaign for specific leads Trigger campaign or smart campaign in Marketo
• Update object Update object in Marketo
• Upsert custom objects Upsert custom objects in Marketo
• Create/update/upsert leads Create/update/upsert leads in Marketo
• Upsert object Upsert object in Marketo
• Upsert tokens Upsert tokens in Marketo

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• Marketing

What you can automate

• When a GetAccept document is signed, push the deal data as a row to a Power BI dataset
• When a GetAccept deal room is created, log it to a Power BI streaming dataset

Available connections

GetAcceptMicrosoft Power BI

Triggers in GetAccept

Actions in Microsoft Power BI

• Custom action Custom action in (Custom)
• Add rows to a table Add Rows to a specific dataset table in Power BI
• Create record Create record in Power BI
• Delete record Delete record in Power BI
• Download report Download Report in Power BI
• Get record details Get record by ID in Power BI
• List records List records in Power BI
• Search records Search records in Power BI
• Update record Update record in Power BI
• Upload PBIX file Upload PBIX file in Power BI

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• Data & Business Intelligence

What you can automate

• When a GetAccept contract is signed, create a sales order or customer record in NetSuite
• When a new standard record is exported from NetSuite, trigger a GetAccept deal room
• When a GetAccept document is signed, attach it to the relevant NetSuite record

Available connections

GetAcceptNetSuiteNetSuiteGetAccept

Triggers in GetAccept

Actions in NetSuite

• Custom action Custom action in NetSuite SOAP (Custom)
• Create custom records in batch Create custom records in batch in Netsuite
• Create custom records in bulk Bulk Create records in bulk in Netsuite
• Create custom record Create custom record in NetSuite
• Create standard record Create standard record in NetSuite
• Create standard records in batch Create standard records in batch in Netsuite
• Create standard records in bulk Bulk Create records in bulk in Netsuite
• Attach contact to record Attach contact to record in NetSuite
• Attach file to record Attach file to record in NetSuite
• Delete custom record Delete custom record by ID in NetSuite
• Delete custom records Delete custom records by IDs in NetSuite
• Delete standard record Delete standard record by ID in NetSuite
• Delete standard records Delete standard records by IDs in NetSuite
• Execute saved search for custom record Execute saved search for custom record in NetSuite
• Execute saved search for record Execute saved search for record in NetSuite
• Execute SuiteQL query Execute SuiteQL query in NetSuite
• Get all standard records Get all standard record in NetSuite
• Get case comments Get case comments in NetSuite
• Get object schema for custom record Get object schema for a record in NetSuite
• Get file by ID Get file by ID in NetSuite
• Get posting transaction summary Get posting transaction summary in NetSuite
• Get object schema for standard record Get object schema for a record in NetSuite
• Initialize record Initialize record by referencing a related record in NetSuite
• Search custom records Search custom record in NetSuite
• Search standard records Search standard records in NetSuite
• Update custom records in batch Update custom records in batch in Netsuite
• Update custom records in bulk Bulk Update records in bulk in Netsuite
• Update custom record Update custom record in NetSuite
• Update standard record Update standard record in NetSuite
• Update standard records in batch Update standard records in batch in Netsuite
• Update standard records in bulk Bulk Update records in bulk in Netsuite
• Upsert custom records in batch Upsert custom records in batch in Netsuite
• Upsert custom records in bulk Bulk Upsert records in bulk in Netsuite
• Upsert custom record Upsert custom record in NetSuite
• Upsert standard record Upsert standard record in NetSuite
• Upsert standard records in batch Upsert standard records in batch in Netsuite
• Upsert standard records in bulk Bulk Upsert records in bulk in Netsuite

Browse more in

• ERP

What you can automate

• When a GetAccept document is signed, create or update a record in a Notion database
• When a new Notion database record is created, trigger a GetAccept proposal
• When a deal room status changes in GetAccept, sync the update to the matching Notion page

Available connections

GetAcceptNotionNotionGetAccept

Triggers in GetAccept

Actions in Notion

• Custom action Custom action in Notion (Custom)
• Create record Create record in Notion
• Get record details by ID Get record in Notion
• Search records Search records in Notion
• Update record Update record in Notion

Browse more in

• Productivity & Collaboration

What you can automate

• When a new email arrives in Outlook from a prospect, trigger a GetAccept deal room
• When a GetAccept document is signed, send a confirmation and create an Outlook calendar event
• When a GetAccept deal room is created, create a follow-up event in Outlook Calendar

Available connections

GetAcceptOutlookOutlookGetAccept

Triggers in GetAccept

Actions in Outlook

• Custom action Custom action in Outlook (Custom)
• Create calendar Create calendar in Outlook
• Create contact Create contact in Outlook
• Create calendar event Create event in Outlook Calendar
• Delete calendar event Delete calendar event in Outlook
• Delete contact Delete contact in Outlook
• Download email attachments Download email attachments from email in Outlook Mail
• Get calendar by ID Get calendar details by ID in Outlook
• Get contact Get contact in Outlook
• Get calendar event by ID Get event in Outlook Calendar
• List calendars List calendars in Outlook
• List contacts List contacts in Outlook
• List all instances of an event List all instances of an event in Outlook
• Search calendar Search for calendar details in Outlook
• Search contacts Search contacts in Outlook
• Search calendar events Search events in Outlook Calendar
• Send email Send email from Outlook Mail
• Update contact Update contact in Outlook
• Update calendar event Update event in Outlook Calendar

Browse more in

• Productivity & Collaboration

What you can automate

• When a GetAccept document is signed, insert the deal data as a row in Redshift
• When a GetAccept deal room is opened, log the event to a Redshift analytics table
• When a Redshift query returns qualifying leads, trigger GetAccept proposals in bulk

Available connections

GetAcceptRedshiftRedshiftGetAccept

Triggers in GetAccept

Actions in Redshift

• Delete rows Delete rows in a table in Redshift
• Export query result Export query result as a CSV file in Redshift
• Insert row Insert row in a table in Redshift
• Insert rows Insert batch of rows in a table in Redshift
• Run custom SQL Run custom SQL in Redshift
• Run long query using custom SQL Run long query using custom SQL in Redshift
• Select rows Select rows in a table in Redshift
• Select rows using custom SQL Select rows using custom SQL in Redshift
• Update rows Update rows in a table in Redshift
• Update rows Update batch of rows in a table in Redshift
• Upsert row Upsert row in a table in Redshift
• Upsert rows Upsert batch of rows in a table in Redshift

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• Data & Business Intelligence

What you can automate

• When a GetAccept document is signed, upsert the customer into a Marketing Cloud data extension
• When a new data extension row is added in Marketing Cloud, trigger a GetAccept proposal
• When a GetAccept deal room is created, enroll the prospect in a Marketing Cloud journey

Available connections

GetAcceptSalesforce Marketing CloudSalesforce Marketing CloudGetAccept

Triggers in GetAccept

Actions in Salesforce Marketing Cloud

• Custom action Custom action in Salesforce Marketing Cloud (Custom)
• Copy data extension Copy data extension in Salesforce Marketing Cloud
• Create email from HTML template Create email from HTML template in Salesforce Marketing Cloud
• Create data extension from template Create data extension from template in Salesforce Marketing Cloud
• Delete data extension Delete data extension in Salesforce Marketing Cloud
• Search data extension Search data extension in Salesforce Marketing Cloud
• Search data extension row Search data extension row in Salesforce Marketing Cloud
• Upload asset Upload asset in Salesforce Marketing Cloud
• Upsert data extension row Upsert row in data extension in Salesforce Marketing Cloud
• Upsert data extension row Bulk upsert row in data extension in Salesforce Marketing Cloud

Browse more in

• Sales
• Marketing

What you can automate

• When a Pardot prospect reaches a qualifying score, send a GetAccept proposal
• When a GetAccept document is signed, update the Pardot lead or prospect status
• When a GetAccept document is opened, trigger a Pardot follow-up campaign

Available connections

GetAcceptSalesforce PardotSalesforce PardotGetAccept

Triggers in GetAccept

Actions in Salesforce Pardot

• Custom action Custom action in Pardot (Custom)
• Create object Create object in Pardot
• Delete object Delete object in Pardot
• Get object details Get object details in Pardot
• Search objects Search objects in Pardot
• Update object Update object in Pardot

Browse more in

• Marketing

What you can automate

• When a GetAccept contract is signed, create a Trello card for the new customer
• When a Trello card moves to the proposal stage, trigger a GetAccept document
• When a GetAccept deal room expires, create a Trello follow-up card

Available connections

GetAcceptTrelloTrelloGetAccept

Triggers in GetAccept

Actions in Trello

• Custom action Custom action in Trello (Custom)
• Add color to card Add color to card in Trello
• Create board Create board in Trello
• Create card Create card in Trello
• Add comment to card Add comment to card in Trello
• Create list Create list in Trello
• Move card between boards Move card between boards in Trello
• Move card within a board Move card within a board in Trello
• Search boards Search boards in Trello
• Search cards Search cards in Trello

Browse more in

• Productivity & Collaboration

What you can automate

• When a new employee is onboarded in UKG Pro, send HR documents via GetAccept for signature
• When a UKG Pro employee is terminated, send offboarding documents via GetAccept
• When a UKG Pro record is updated, trigger a GetAccept document for acknowledgment

Available connections

GetAcceptUKG ProUKG ProGetAccept

Triggers in GetAccept

Actions in UKG Pro

• Create record Create record in UKG Pro
• Custom action Custom action in UKG Pro
• Get record Get record details in UKG Pro
• Import data Import a XML transations in UKG Pro
• Search records Search records in UKG Pro
• Update record Update record in UKG Pro

Browse more in

• Human Resources

What you can automate

• When a GetAccept contract is signed, create an invoice in Xero
• When a GetAccept document is signed, create or update a contact record in Xero
• When a new Xero invoice is created, send the related document for signature via GetAccept

Available connections

GetAcceptXeroXeroGetAccept

Triggers in GetAccept

Actions in Xero

• Custom action Custom action in Xero (Custom)
• Upsert line item to bill or invoice Upsert line item to bill/invoice in Xero
• Add person(s) to contact Add person(s) to contact in Xero
• Create timesheet with 1 line item Create timesheet with a single line item in Xero
• Create bank transaction Create bank transaction in Xero
• Create bill with 1 line item Create bill with a single line item in Xero
• Create bill with multiple line items Create bill with multiple line items in Xero
• Create contact Create contact in Xero
• Create credit note with line items Create credit note with multiple line items in Xero
• Create employee (US) Create employee in Xero
• Create employee (AU) Create employee in Xero
• Create invoice with 1 line item Create invoice with a single line item in Xero
• Create invoice with line items Create invoice with multiple line items in Xero
• Create item Create item in Xero
• Create manual journal with line items Create manual journal with multiple line items in Xero
• Create overpayment Create overpayment in Xero
• Create invoice payment Create invoice payment in Xero
• Create prepayment Create prepayment in Xero
• Create purchase order with line items Create purchase order with multiple line items in Xero
• Get contact details Get contact details inXero
• Get bill or invoice details Get bill/invoice by ID or number in Xero
• Get online invoice URL Get online invoice URL in Xero
• Get manual journal by ID Get manual journal by ID in Xero
• Get payment Get payment in Xero
• Get purchase order Get purchase order by ID in Xero
• List accounts List accounts in Xero
• List connections List connections in Xero
• List currencies List currencies in Xero
• List organisations List organisations in Xero
• List tax rates List tax rates in Xero
• Search accounts Search for accounts in Xero
• Search bank transactions Search for bank transactions in Xero
• Search contacts Search for a contact in Xero
• Search credit notes Search credit notes in Xero
• Search bills or invoices Search bills/invoices in Xero
• Search items Search items in Xero
• Search manual journals Search for manual journals in Xero
• Search overpayments Search overpayments in Xero
• Search payments Search payments in Xero
• Search prepayments Search prepayments in Xero
• Search purchase orders Search purchase orders in Xero
• Upsert contact Upsert contact in Xero
• Update bill or invoice header details Update bill/invoice header details in Xero
• Update bill or invoice with line items Update bill/invoice with line items in Xero
• Update item Update item in Xero
• Update manual journal and line items Update manual journal headers and line items in Xero
• Upload attachment Upload attachment to a sales record
• Void payment Void payment in Xero

Browse more in

• Payments & Finance

What you can automate

• When a GetAccept contract is signed, create a Zendesk onboarding ticket
• When a Zendesk renewal ticket is opened, send a GetAccept renewal document
• When a GetAccept document expires unsigned, create a Zendesk follow-up ticket

Available connections

GetAcceptZendeskZendeskGetAccept

Triggers in GetAccept

Actions in Zendesk

• Custom action Custom action in Zendesk (Custom)
• Create organization membership Create organization membership in Zendesk
• Bulk update tickets Bulk update tickets in Zendesk
• Create/update records Upsert records in Zendesk
• Solve ticket Solve ticket in Zendesk
• Create custom object record Create custom object record in Zendesk
• Create organization Create organization in Zendesk
• Create relationship record Create relationship record in Zendesk
• Create ticket Create ticket in Zendesk
• Upload attachment Upload attachment to Zendesk
• Create user Create user in Zendesk
• Delete custom object record by ID Delete custom object record in Zendesk
• Delete relationship record by ID Delete relationship record in Zendesk
• Delete ticket Delete ticket in Zendesk
• Get custom object record by ID Get custom object record in Zendesk
• Get organization details by ID Get organization details in Zendesk
• Get organizations by external IDs Get organizations in Zendesk
• Get relationship record(s) Get relationship record(s) in Zendesk
• Get ticket details by ID Get ticket details in Zendesk
• Get comments for ticket Get comments for a ticket in Zendesk
• Get list of tickets by external IDs Get list of tickets by external IDs in Zendesk
• Get user details by ID Get user details in Zendesk
• Get list of custom object records by external IDs Get custom object records in Zendesk
• List user identities Get user identity details in Zendesk
• Get group by name Get group by name group in Zendesk
• Search organization member Search for a organization member in Zendesk
• Search organizations Search for organizations in Zendesk
• Search tickets Search for tickets in Zendesk
• Search users Search for users in Zendesk
• Update custom object record Update custom object record in Zendesk
• Update organization Update organization in Zendesk
• Update ticket Update ticket in Zendesk
• Update user Update user in Zendesk

Browse more in

• Sales
• Support & Success

What you can automate

• When a new B2B Shopify customer is created, send a reseller or wholesale agreement via GetAccept
• When a new Shopify order is placed, trigger a GetAccept service agreement for the customer
• When a GetAccept agreement is signed, create or update the corresponding Shopify customer

Available connections

GetAcceptShopifyShopifyGetAccept

Triggers in GetAccept

Actions in Shopify

• Custom action Custom action in Shopify (Custom)
• Add metafield to objects Add metafield to objects in Shopify
• Add metafield to store Add metafield to store in Shopify
• Adjust inventory level Adjust inventory level in Shopify
• Attach file to a product variant using GraphQL Attach file to a product variant by ID in Shopify using GraphQL
• Calculate refund transaction Calculate refund in Shopify
• Cancel a fulfillment Cancel a single fulfillment in Shopify
• Connect inventory item to location Connect an inventory item to a location in Shopify
• Create customer Create customer in Shopify
• Create draft order Create a draft order on Shopify
• Create File using GraphQL Create File in Shopify using GraphQL
• Create fulfillment Create a fulfillment for fulfillment order(s) in Shopify
• Create object using GraphQL Create object in Shopify using GraphQL
• Create order Create order in Shopify
• Create product Create product in Shopify
• Create product image Create a product image on Shopify
• Create product variant Create product variant in Shopify
• Create refund transaction Create refund in Shopify
• Create transaction Create transaction in Shopify
• Delete draft order Deletes a draft order on Shopify
• Delete object by ID using GraphQL Delete object by ID in Shopify using GraphQL
• Delete product image Delete product image from Shopify
• Detach file from a product variant using GraphQL Detach file from a product variant by ID in Shopify using GraphQL
• Get store metafields Get store metafields in Shopify
• Search customers Search customers in Shopify
• Get draft order by ID Retrieves a draft order by ID on Shopify
• List draft orders Lists existing draft orders on Shopify
• Get fulfillment by ID Get a single fulfillment in Shopify
• Get object by ID using GraphQL Get object by ID in Shopify using GraphQL
• Get object metafields Get object metafields in Shopify
• Get order by ID Get order by ID in Shopify
• Get product image by ID Get product image details by ID on Shopify
• Get transactions Get transactions by order ID in Shopify
• List fulfillment orders for an order List fulfillment orders for an order in Shopify
• List fulfillments by fulfillment order List fulfillments by fulfillment order in Shopify
• List locations List locations in Shopify
• List product images Lists product images of a product on Shopify
• List product variants List product variants in Shopify
• Reorder product media using GraphQL Reorder product media in Shopify using GraphQL
• Search object using GraphQL Search object in Shopify using GraphQL
• Search orders Search orders in Shopify
• Search products Search products in Shopify
• Send email invoice Send an email invoice for a draft order on Shopify
• Set inventory level Set inventory level in Shopify
• Update customer Update customer in Shopify
• Update draft order Updates a draft order on Shopify
• Update SKU Update inventory item SKU in Shopify
• Update object using GraphQL Update object in Shopify using GraphQL
• Update object metafield Update metafields of an object in Shopify
• Update order Update order in Shopify
• Update product Update product in Shopify
• Update product image Update product image details on Shopify
• Update product variant Update product variant in Shopify
• Update store metafield Update store metafields in Shopify
• Update tracking information of a fulfillment Update tracking information of a fulfillment in Shopify

Browse more in

• Marketing

What you can automate

• When a Typeform response is submitted, create a GetAccept deal room pre-filled with answers
• When a Typeform response meets qualifying criteria, send a GetAccept proposal
• Use Typeform response data to auto-populate recipient fields in a GetAccept document

Available connections

GetAcceptTypeformTypeformGetAccept

Triggers in GetAccept

Actions in Typeform

• Custom action Custom action in Typeform
• Get form details Get Form details by ID in Typeform
• Get response file Get Response file in Typeform
• Search records Search records in Typeform

Browse more in

• Sales
• Marketing

What you can automate

• When a GetAccept document is signed, invoke an AWS Lambda function for downstream processing
• When a GetAccept deal room is created, trigger a Lambda to enrich prospect data

Available connections

GetAcceptAWS LambdaAWS LambdaGetAccept

Triggers in GetAccept

Actions in AWS Lambda

• Custom action Custom action in AWS Lambda (Custom)
• Get function details Get function details from AWS Lambda
• Invoke function Invoke function in AWS Lambda

Browse more in

• Other

What you can automate

• When a GetAccept document is signed by a new customer, create a user in Azure AD
• When a new user is added in Azure AD, provision them in GetAccept automatically
• When a user is deleted in Azure AD, remove their GetAccept access

Available connections

GetAcceptAzure Active DirectoryAzure Active DirectoryGetAccept

Triggers in GetAccept

Actions in Azure Active Directory

• Custom action Custom action in Microsoft Entra ID (Azure Active Directory) (Custom)
• Add member to group Add member to group in Microsoft Entra ID
• Add or remove user license Add or remove User license(s) in Microsoft Entra ID
• Create group Create group in Microsoft Entra ID
• Create user Create user in Microsoft Entra ID
• Delete group Delete group in Microsoft Entra ID
• Delete user Delete user in Microsoft Entra ID
• Get group details by ID Get group by ID in Microsoft Entra ID
• Search group members Search group members in Microsoft Entra ID
• Search transitive group members Search transitive group members in Microsoft Entra ID
• Get user details by ID Get user by ID in Microsoft Entra ID
• Get user license Get User license by ID Microsoft Entra ID
• Search users Search users in Microsoft Entra ID
• Remove member from group Remove member from group in Microsoft Entra ID (Azure Active Directory)
• Revoke sign-in session Revoke user sign-in session in Microsoft Entra ID
• Update group Update group in Microsoft Entra ID
• Update user Update user in Microsoft Entra ID

Browse more in

• Other

What you can automate

• When a GetAccept proposal needs localization, translate the content via Google Translate
• When a GetAccept deal room note is written in a foreign language, translate it automatically

Available connections

GetAcceptGoogle Translate

Triggers in GetAccept

Actions in Google Translate

• Custom action Custom action in Google Translate (Custom)
• Translate text Translate a text to another language

Browse more in

• Other

What you can automate

• When a GetAccept document is signed, create or update an Airtable record
• When a new Airtable record is created, trigger a GetAccept proposal
• When a GetAccept deal room status changes, sync it to the matching Airtable row

Available connections

GetAcceptAirtableAirtableGetAccept

Triggers in GetAccept

Actions in Airtable

• Custom action Custom action in Airtable (Custom)
• Create record Create record in Airtable
• Delete record Delete record in Airtable
• Delete records Delete multiple records in Airtable
• Get record Get record in Airtable
• List records List records in Airtable
• Search records Search records in Airtable
• Update record Update record in Airtable
• Upsert record Upsert record in Airtable
• Upsert records Upsert multiple records in Airtable

Browse more in

• Productivity & Collaboration

What you can automate

• When a GetAccept contract is signed, create Asana tasks for the delivery team
• When an Asana task moves to a key stage, trigger a GetAccept document for sign-off
• When a GetAccept deal room is created, create a linked Asana project

Available connections

GetAcceptAsanaAsanaGetAccept

Triggers in GetAccept

Actions in Asana

• Custom action Custom action in Asana (Custom)
• Add task to section Add task to section in Asana
• Create subtask Create subtask in Asana
• Create tag Create tag in Asana
• Create task Create task in Asana
• Get people details by ID Get people details by ID in Asana
• Get project detail by ID Get project details by ID in Asana
• Get project sections Get sections in project in Asana
• Get task details by ID Get task details by ID in Asana
• List all tasks with tag List tasks with tag in Asana
• List people List people in Asana
• List project tasks List tasks in project in Asana
• List workspaces List workspaces in Asana
• Search projects Search projects in Asana
• Search tags Search tags in Asana
• Search tasks Search tasks in workspace in Asana
• Update task Update task in Asana

Browse more in

• Productivity & Collaboration

What you can automate

• When a new employee is added in BambooHR, send onboarding documents via GetAccept
• When an onboarding document is signed in GetAccept, update the employee record in BambooHR
• When an employee is terminated in BambooHR, send an offboarding agreement via GetAccept

Available connections

GetAcceptBambooHRBambooHRGetAccept

Triggers in GetAccept

Actions in BambooHR

• Custom action Custom action in BambooHR (Custom)
• Create employee Create employee in BambooHR
• Create/update time off request Create/update a time off request on BambooHR
• Create table record of employee Create table record of employee in BambooHR
• Delete table record Delete table record of employee in BambooHR
• Get company employee report by ID Get company report by ID in BambooHR
• Get employee details by ID Get employee details in BambooHR
• Get table records of employee Get table records of employee in BambooHR
• List employees in directory List employees in BambooHR
• List time off requests List time off request on BambooHR
• Create custom employee report Create a custom report on employees in BambooHR
• Update employee Update employee in BambooHR
• Update table record of employee Update table record of employee in BambooHR
• Update time off request status Update time off request on BambooHR

Browse more in

• Human Resources

What you can automate

• When a GetAccept contract is signed, create a Confluence page for the new customer
• When a GetAccept deal room is created, log the deal details to a Confluence page

Available connections

GetAcceptConfluence

Triggers in GetAccept

Actions in Confluence

• Custom action Custom action in Confluence (Custom)
• Create page (API v2) Create page in Confluence
• Create task (API v2) Create task in Confluence
• Get ancestors for page Get ancestors for page in Confluence
• Get attachments for page Get attachments for page in Confluence
• Get children for page Get children for page in Confluence
• Get page by ID Get page by ID in Confluence
• Search labels Search labels in Confluence
• Search pages Search for pages in Confluence
• Search spaces Search spaces in Confluence
• Update page Update page in Confluence

Browse more in

• Productivity & Collaboration

What you can automate

• When a GetAccept contract is signed, create an invoice in FreshBooks
• When a FreshBooks record is updated, trigger a GetAccept follow-up document

Available connections

GetAcceptFreshBooksFreshBooksGetAccept

Triggers in GetAccept

Actions in FreshBooks

• Custom action Custom action in FreshBooks (Custom)
• Create record Create record in FreshBooks
• Get record by ID Get record by ID in FreshBooks
• List records List records in FreshBooks
• Update record Update record in FreshBooks

Browse more in

• Payments & Finance

What you can automate

• When a Freshdesk ticket flags a renewal or upsell, send a GetAccept proposal
• When a GetAccept contract is signed, create a Freshdesk onboarding ticket
• When a GetAccept document expires, create a Freshdesk follow-up ticket for the rep

Available connections

GetAcceptFreshdeskFreshdeskGetAccept

Triggers in GetAccept

Actions in Freshdesk

• Custom action Custom action in Freshdesk (Custom)
• Create record Create record in Freshdesk
• Delete record Delete record in Freshdesk
• Get record Get record details in Freshdesk
• List records List records in Freshdesk
• Search records Search records in Freshdesk
• Update record Update record in Freshdesk

Browse more in

• Support & Success

What you can automate

• When a Google Slides presentation is updated, send it via GetAccept for review and e-signature
• When a GetAccept document is signed, update the relevant Google Slides deck with deal status

Available connections

GetAcceptGoogle Slides

Triggers in GetAccept

Actions in Google Slides

• Custom action Custom action in Google Slides (Custom)
• Get presentation Get details of specific Presentation in Google Slides
• Update Presentation Update Presentation in Google Slides

Browse more in

• Productivity & Collaboration

What you can automate

• When a Greenhouse candidate reaches the offer stage, send an offer letter via GetAccept
• When a GetAccept offer letter is signed, move the Greenhouse candidate to Hired
• When a new Greenhouse attachment is added, send it via GetAccept for candidate signature

Available connections

GetAcceptGreenhouseGreenhouseGetAccept

Triggers in GetAccept

Actions in Greenhouse

• Custom action Custom action in Greenhouse (Custom)
• Create attachment (v3) Create attachment in Greenhouse using v3 endpoint
• Create object (v3) Create an object in Greenhouse
• Mark candidate as hired (v3) Mark candidate as hired in Greenhouse using v3 endpoint
• Move application (v3) Move application in Greenhouse using v3 OAuth endpoint
• Reject application (v3) Reject application in Greenhouse using v3 endpoint
• Search objects (v3) Search objects from selected Greenhouse v3 endpoint
• Update object (v3) Update an object in Greenhouse

Browse more in

• Human Resources

What you can automate

• When a Highspot item is created, send it via GetAccept for review and signature
• When a GetAccept deal room is created, search Highspot for relevant content to include

Available connections

GetAcceptHighspotHighspotGetAccept

Triggers in GetAccept

Actions in Highspot

• Custom action Custom action in Highspot (Custom)
• Create record Create record in Highspot
• Get record Get record by ID in Highspot
• Search records Search records in Highspot
• Update record Update record in Highspot

Browse more in

• Sales

What you can automate

• When a GetAccept document is signed, write the deal record to the data source Looker queries
• When a Looker report returns qualifying records, trigger GetAccept proposals

Available connections

GetAcceptLookerLookerGetAccept

Triggers in GetAccept

Actions in Looker

• Create a record Create record in Looker
• Custom action Custom action in Looker
• Delete a record Delete record in Looker
• Get record Get record by ID in Looker
• Download look(report) Download look(report) in Looker
• Download look(report) asynchronously Download look(report) asynchronously in Looker
• Search records Search records in Looker
• Update record Update record in Looker

Browse more in

• Data & Business Intelligence

What you can automate

• When a GetAccept contract is signed, create a customer record in Dynamics 365 F&O
• When a new Dynamics 365 F&O record is created, trigger a GetAccept proposal
• When a GetAccept document is signed, create or update an order in Dynamics 365 F&O

Available connections

GetAcceptMicrosoft Dynamics Finance And OperationsMicrosoft Dynamics Finance And OperationsGetAccept

Triggers in GetAccept

Actions in Microsoft Dynamics Finance And Operations

• Create record Create record in Microsoft Dynamics Finance and Operations
• Create records Create records in Microsoft Dynamics Finance and Operations
• Custom action Custom action in Microsoft Dynamics Finance and Operations
• Get record Get record in Microsoft Dynamics Finance and Operations
• Search records Search records in Microsoft Dynamics Finance and Operations
• Update record Update record in Microsoft Dynamics Finance and Operations

Browse more in

• ERP

What you can automate

• When a GetAccept document is signed, upload the signed copy to a SharePoint library
• When a new item is added to a SharePoint list, trigger a GetAccept document
• When a GetAccept deal closes, add a row to a SharePoint list to log the contract

Available connections

GetAcceptMicrosoft SharePointMicrosoft SharePointGetAccept

Triggers in GetAccept

Actions in Microsoft SharePoint

• Custom action Custom action in Microsoft Sharepoint (Custom)
• Add row in Sharepoint list Add row in Sharepoint list
• Copy file Copy a file in Sharepoint
• Create Folder Create folder in Sharepoint library
• Create rows Create rows in Sharepoint list
• Delete file or folder from library Delete a file or a folder from Microsoft Sharepoint library
• Delete row Deletes a row in Sharepoint list
• Download attachment Download attachment in Sharepoint list
• Download file from library Download file from Microsoft Sharepoint library
• Get file and folder details Get details of a file or folder in Sharepoint
• Get file or folder permissions Get permission details of a file or a folder in Microsoft Sharepoint
• List files and folders within a folder List files and folders within a folder in Microsoft Sharepoint
• Move file Move a file in Sharepoint
• Rename file or folder Rename a file or a folder in Sharepoint
• Search files Search files in Sharepoint library
• Search list items Search item in Microsoft Sharepoint list
• Search users Search users in Microsoft Sharepoint library
• Update file using file contents Update file in Microsoft Sharepoint library
• Update file metadata Update file metadata in Sharepoint library
• Update row Updates a row in Sharepoint list
• Update rows Update rows in Sharepoint list
• Upload attachment Upload attachment in Sharepoint list
• Upload file in library Upload file into a folder in Sharepoint library

Browse more in

• Productivity & Collaboration

What you can automate

• When a GetAccept contract is signed, create a monday.com item for the delivery team
• When a monday.com item moves to the proposal stage, trigger a GetAccept document
• When a GetAccept deal room is created, create a tracking item in monday.com

Available connections

GetAcceptMondayMondayGetAccept

Triggers in GetAccept

Actions in Monday

• Archive record Archive record in Monday.com
• Clear column value Clear column value in Monday.com
• Create record Create record in Monday.com
• Custom action Run GraphQL query in Monday.com
• Delete record Delete record by ID in Monday.com
• Get record Get record in Monday.com
• Move record Move record in Monday.com
• Search records Search records in Monday.com
• Update record Update record by ID in Monday.com
• Upload file Upload file in Monday.com

Browse more in

• Productivity & Collaboration

What you can automate

• When a GetAccept document is signed, upload the signed copy to OneDrive
• When a new file is created in OneDrive, use it as a document to send via GetAccept
• When a GetAccept deal closes, create a dedicated OneDrive folder for the customer

Available connections

GetAcceptOneDriveOneDriveGetAccept

Triggers in GetAccept

Actions in OneDrive

• Custom action Custom action in OneDrive (Custom)
• Create folder Create folder in Microsoft OneDrive
• Add permission Add permission to a file or folder in Microsoft OneDrive
• Delete file or folder Delete file or folder in Microsoft OneDrive
• Remove permission Remove permission for a file or folder in Microsoft OneDrive
• Download File Download file contents in Microsoft OneDrive
• List files and folders List files and folders in Microsoft OneDrive
• List permissions List permissions for a file or folder in Microsoft OneDrive
• Search files Search files in Microsoft OneDrive
• Upload file via file content Upload file via file content in Microsoft OneDrive
• Upload file from URL Upload file from URL to Microsoft OneDrive
• Upload large file via session Upload large file via file session to Microsoft OneDrive

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• Productivity & Collaboration

What you can automate

• When a GetAccept contract is signed, trigger a PL/SQL operation to create an order in Oracle EBS
• When an Oracle EBS business event fires, send a GetAccept document for approval

Available connections

GetAcceptOracle E-Business SuiteOracle E-Business SuiteGetAccept

Triggers in GetAccept

Actions in Oracle E-Business Suite

• Execute PL/SQL operation Execute PL/SQL operation in Oracle E-Business Suite

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• ERP

What you can automate

• When a new Seismic record is created, trigger a GetAccept send with the content
• When a GetAccept deal room is created, search Seismic for relevant proposal content

Available connections

GetAcceptSeismicSeismicGetAccept

Triggers in GetAccept

Actions in Seismic

• Custom action Custom action in Seismic (Custom)
• Create record Create record in Seismic
• Delete record Delete record in Seismic
• Download file from library Download file in library in Seismic
• Download file from workspace Download file in workspace in Seismic
• Download a file version from Library Download file version in library in Seismic
• Download generated LiveDoc output Download generated LiveDoc output in Seismic
• Generate LiveDoc Generate Livedoc in Seismic
• Get record details by ID Get details of specific record in Seismic
• Search records Search for records in Seismic
• Update record Update record in Seismic

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• Sales

What you can automate

• When a GetAccept document is signed, update the deal stage in Zoho CRM
• When a new Zoho CRM account is created, trigger a GetAccept proposal
• When a GetAccept deal room is created, log the activity in Zoho CRM

Available connections

GetAcceptZoho CRMZoho CRMGetAccept

Triggers in GetAccept

Actions in Zoho CRM

• Custom action Custom action in Zoho CRM (Custom)
• Relate a member to campaign Relate a member to campaign in Zoho CRM
• create custom objects Batch create custom objects in Zoho CRM
• create standard objects Batch create standard objects in Zoho CRM
• update custom objects Batch update custom objects in Zoho CRM
• update standard objects Batch update standard objects in Zoho CRM
• upsert custom objects Batch upsert custom objects in Zoho CRM
• upsert standard objects Batch upsert standard objects in Zoho CRM
• Bulk create custom objects Bulk create custom objects in Zoho CRM
• Bulk create standard objects Bulk create standard objects in Zoho CRM
• Bulk update custom objects Bulk update custom objects in Zoho CRM
• Bulk update standard objects Bulk update standard objects in Zoho CRM
• Bulk upsert custom objects Bulk upsert custom objects in Zoho CRM
• Bulk upsert standard objects Bulk upsert standard objects in Zoho CRM
• Search records using COQL query Search records using COQL query in Zoho CRM
• Create account Create account in Zoho CRM
• Create campaign Create campaign in Zoho CRM
• Create contact Create contact in Zoho CRM
• Create invoice Create invoice in Zoho CRM
• Create lead Create lead in Zoho CRM
• Create deal Create deal in Zoho CRM
• Create vendor Create vendor in Zoho CRM
• Delete custom object Delete custom object in Zoho CRM
• Delete standard object Delete standard object in Zoho CRM
• Get lead by ID Get lead by ID in Zoho CRM
• Get object by ID Get object by ID in Zoho CRM
• Search accounts Search accounts in Zoho CRM
• Search campaigns Search campaigns in Zoho CRM
• Search contacts Search contacts in Zoho CRM
• Search invoice Search invoice in Zoho CRM
• Search leads Search leads in Zoho CRM
• Search custom objects Search custom objects in Zoho CRM
• Search standard objects Search standard objects in Zoho CRM
• Search deals Search deals in Zoho CRM
• Search products Search products in Zoho CRM
• Search vendors Search vendors in Zoho CRM
• Update account Update account in Zoho CRM
• Update campaign Update campaign in Zoho CRM
• Update contact Update contact in Zoho CRM
• Update invoice Update invoice in Zoho CRM
• Update lead Update lead in Zoho CRM
• Update deal Update deal in Zoho CRM
• Update vendor Update vendor in Zoho CRM
• Upsert custom object Upsert custom object in Zoho CRM
• Upsert standard object Upsert standard object in Zoho CRM

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• CRM
• Sales

What you can automate

• When a GetAccept contract is signed, create ClickUp tasks for the delivery team
• When a ClickUp task moves to a key status, trigger a GetAccept document for sign-off
• When a GetAccept deal room is created, create a ClickUp project to track the deal

Available connections

GetAcceptClickupClickupGetAccept

Triggers in GetAccept

Actions in Clickup

• Create record Create record in ClickUp
• Custom action Custom action in ClickUp
• Delete record Delete record in ClickUp
• Get record details Get details of specific record in ClickUp
• Search records Search an object in ClickUp
• Update record Update record in ClickUp
• Upload task attachment Upload Task attachment in ClickUp

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• Productivity & Collaboration

What you can automate

• When a GetAccept document is signed, send a transactional confirmation email via SendGrid
• When a GetAccept deal room expires, send a follow-up email to the prospect via SendGrid

Available connections

GetAcceptSendGrid

Triggers in GetAccept

Actions in SendGrid

• Custom action Custom action in SendGrid (Custom)
• Send email Send email in SendGrid

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• Sales
• Marketing

What you can automate

• When a Google Form response is submitted, create a GetAccept deal room pre-filled with answers
• When a qualifying Google Form response arrives, automatically send a GetAccept proposal

Available connections

GetAcceptGoogle FormsGoogle FormsGetAccept

Triggers in GetAccept

Actions in Google Forms

• Custom action Custom action in Google Forms (Custom)
• Get record details Get record by ID in Google Forms
• Search records Search for records in Google Forms

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• Marketing

What you can automate

• When a GetAccept contract is signed, insert a row into the relevant Oracle database table
• When a new row is added to an Oracle table, trigger a GetAccept proposal for the account

Available connections

GetAcceptOracleOracleGetAccept

Triggers in GetAccept

Actions in Oracle

• Delete rows Delete rows in a table in Oracle
• Execute stored procedure Execute stored procedure in Oracle
• Export query result Export query result as a CSV file in Oracle
• Insert row Insert row in a table in Oracle
• Insert rows Insert batch of rows in a table in Oracle
• Run custom SQL Run custom SQL in Oracle
• Run long query using custom SQL Run long query using custom SQL in Oracle
• Select rows Select rows in a table in Oracle
• Select rows using custom SQL Select rows using custom SQL in Oracle
• Get table schema Get table schema for Oracle
• Update rows Update rows in a table in Oracle
• Update rows Update batch of rows in a table in Oracle
• Upsert row Upsert row in a table in Oracle
• Upsert rows Upsert batch of rows in a table in Oracle

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• Other

What you can automate

• When a GetAccept document is signed, invoke a UiPath process to handle post-deal tasks
• When a UiPath queue item is processed, trigger a GetAccept document for the result

Available connections

GetAcceptUiPath

Triggers in GetAccept

Actions in UiPath

• Custom action Custom action in UiPath Orchestrator (Custom)
• Add Queue Item Add Queue Item in Ui path orchestrator
• Add Queue Item Bulk Adds multiple Queue Items in UiPath Orchestrator
• Check status of a specific Queue Item Check status of a specific Queue Item in UiPath Orchestrator
• Get count of Items in Queue Get count of Items in a Queue in UiPath Orchestrator
• Get Environments Get Environments in Ui path orchestrator
• Get Folder by ID Get details for a specific Folder by its ID in UiPath Orchestrator
• Get Job Get details for a specific Job by its ID in UiPath Orchestrator
• Get Machine Sessions Get Machine Sessions in Ui path orchestrator
• Get Processes Get Processes in Ui path orchestrator
• Get Queue by ID Get details for a specific Queue by its ID in UiPath Orchestrator
• Get Queue Item Get Queue Item in Ui path orchestrator
• Get Queues Get Queues in Ui path orchestrator
• Get Robots Get Robots in Ui path orchestrator
• Mark Queue Item Marks Queue Item of the selected Queue in UiPath Orchestrator
• Search Folders Get a list of Folders in UiPath Orchestrator
• Search Items in Queue Retrieves a list of Items in a Queue in UiPath Orchestrator
• Start Job(s) Start Job(s) in Ui path orchestrator
• Start Processing Queue Items Starts processing a Queue Item in UiPath Orchestrator

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• Other

What you can automate

• When a GetAccept contract is signed, run a custom report in Adaptive Insights to update forecasts
• When a GetAccept deal room is created, trigger a data export in Adaptive Insights

Available connections

GetAcceptAdaptive Insights

Triggers in GetAccept

Actions in Adaptive Insights

• Custom action Custom action in Adaptive Insights (Custom)
• Custom report Custom report values in Adaptive Insights
• Erase actuals Erase actuals in Adaptive Insights
• Erase data Erase data in Adaptive Insights
• Export configurable model data Export configurable model data in Adaptive Insights
• Export data Export data in Adaptive Insights
• Export modeled sheet Export modeled sheet in Adaptive Insights
• Export object Export object in Adaptive Insights
• Import object Import object in Adaptive Insights
• Recalculate sheet Recalculate sheet in Adaptive Insights
• Upsert object Upsert object in Adaptive Insights

Browse more in

• Data & Business Intelligence

What you can automate

• When a GetAccept contract is signed, run a data export in Anaplan to update the revenue plan
• When a GetAccept deal room is created, trigger an Anaplan data load to update quota models

Available connections

GetAcceptAnaplan

Triggers in GetAccept

Actions in Anaplan

• Custom action Custom action in Anaplan (Custom)
• Download dump file Download dump file from Anaplan
• Download file Download file from Anaplan
• Run deletion Run deletion in Anaplan
• Run data export Run data export in Anaplan
• Run data import Run data import in Anaplan
• Run process Run process in Anaplan
• Upload file Upload file to Anaplan

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• Data & Business Intelligence

What you can automate

• When a GetAccept contract is signed, create a new Basecamp project for the customer
• When a new calendar event is created in Basecamp, send a GetAccept document for sign-off
• When a GetAccept deal room expires, add a to-do in Basecamp to follow up

Available connections

GetAcceptBasecampBasecampGetAccept

Triggers in GetAccept

Actions in Basecamp

• Custom action Custom action in Basecamp 2 (Custom)
• Create calendar event Create calendar event in Basecamp 2
• Create new project Create new project in Basecamp 2
• Create project calendar event Create project calendar event in Basecamp 2
• Create new todo Create new to-do in Basecamp 2
• Create new to-do list Create new to-do list in Basecamp 2
• Search calendars Search for a calendar in Basecamp 2
• Search persons Search for a person in Basecamp 2
• Search projects Search for a project in Basecamp 2

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• Productivity & Collaboration

What you can automate

• When a new BigCommerce record is created, trigger a GetAccept B2B agreement
• When a GetAccept agreement is signed, create or update the BigCommerce customer record

Available connections

GetAcceptBig CommerceBig CommerceGetAccept

Triggers in GetAccept

Actions in Big Commerce

• Custom action Custom action in (Custom)
• Create record Create record in BigCommerce
• Ensure get record Ensure (creates with basic parameters if not found) get record in BigCommerce
• Get record Get record by ID in BigCommerce
• Get records Get record by ID in batches in BigCommerce
• Search records Search records in BigCommerce
• Update record Update record in BigCommerce
• Upsert records Upsert record in batches inBigCommerce

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• Marketing

What you can automate

• When a GetAccept contract is signed, create a Bill.com invoice for the customer
• When a Bill.com record is updated, trigger a GetAccept document for approval

Available connections

GetAcceptBill.comBill.comGetAccept

Triggers in GetAccept

Actions in Bill.com

• Custom action Custom action in BILL (Custom)
• Add line to invoice Add line item to invoice in BILL
• Create record Create object in BILL
• Delete record Delete object in BILL
• Get disbursement data Get disbursement data in BILL
• Get record details by ID Get object by ID in BILL
• Search record Search object in BILL
• Send invoice Send an invoice to a customer in BILL
• Update record Update object in BILL

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• Payments & Finance

What you can automate

• When a GetAccept document is signed, upload the signed copy to a Box folder
• When a new file is added to a Box folder, use it to trigger a GetAccept document send
• When a GetAccept deal closes, create a dedicated Box folder for the customer

Available connections

GetAcceptBoxBoxGetAccept

Triggers in GetAccept

Actions in Box

• Custom action Custom action in Box (Custom)
• Add comment to file Add comment to file in Box
• Cancel sign request Cancel sign request in Box
• Copy file or folder Copy file or folder in Box
• Create collaboration Create collaboration in Box
• Create file shared link Create shared link for file in Box
• Create folder Create folder in Box
• Create folder shared link Create shared link for folder in Box
• Create file metadata Create metadata in a file in Box
• Create sign request Create sign request in Box
• Delete file or folder Delete file or folder in Box
• Delete file metadata Delete metadata in a file in Box
• Download file Download contents from a file in Box
• Get file download URL Get file download URL in Box
• List folder items List files and folders in a specific folder in Box
• Get file comments Get file comments in Box
• Get file metadata Get metadata in a file in Box
• Get sign request Get sign request in Box
• List sign requests List sign requests in Box
• Rename/move file or folder Rename/move file or folder in Box
• Rename other user’s file or folder Rename other user's file in Box
• Resend sign request Resend sign request in Box
• Search files or folders Search files or folders in Box
• Update CSV file in box Update CSV file in Box
• Update file metadata Update metadata in a file in Box
• Upload file using file contents Upload file using file contents to Box
• Upload file using file URL Upload file from public URL to folder

Browse more in

• Productivity & Collaboration

What you can automate

• When a Calendly meeting is booked, automatically create a GetAccept deal room
• When a GetAccept document is signed, send a Calendly link to book the kick-off call

Available connections

GetAcceptCalendlyCalendlyGetAccept

Triggers in GetAccept

Actions in Calendly

• Custom action Custom action in (Custom)
• List event types List Event types in Calendly

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• Productivity & Collaboration

What you can automate

• When a GetAccept document is signed, export updated forecast data from Clari
• When a GetAccept deal room is created, trigger a Clari forecast export to track the deal

Available connections

GetAcceptClari

Triggers in GetAccept

Actions in Clari

• Stop or cancel an in-progress job Stop or cancel an in-progress job in Clari
• Create a new Forecast Export Create a new Forecast Export in Clari
• Custom action Custom action in Clari
• View all jobs initiated by the connection user View all jobs initiated by the connection user in Clari
• View the status of a given export using its Job ID View the status of a given export using its Job ID in Clari
• Retrieve and save Forecast Export content Retrieve and save Forecast Export content in Clari
• View limit information for your organization View limit information for your organization in Clari

Browse more in

• Sales

What you can automate

• When a GetAccept document is signed, publish the deal event to a Confluent Cloud topic
• When a new Confluent Cloud message triggers a sales signal, create a GetAccept deal room

Available connections

GetAcceptConfluent CloudConfluent CloudGetAccept

Triggers in GetAccept

Actions in Confluent Cloud

• Publish message Publish message to Confluent Cloud topic
• Publish messages Publish multiple messages to Confluent Cloud topic

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• Data & Business Intelligence

Available connections

GetAcceptConstant ContactConstant ContactGetAccept

Triggers in GetAccept

Actions in Constant Contact

• Create record Create record in Constant Contact
• Custom action Custom action in Constant Contact
• Delete record Delete record in Constant Contact
• Get record details by ID Get record in Constant Contact
• Search records Search records in Constant Contact
• Update record Update record in Constant Contact

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• Marketing

What you can automate

• When a GetAccept contract is signed, create a Coupa purchase order for the new customer
• When a Coupa object is created or updated, trigger a GetAccept approval document

Available connections

GetAcceptCoupaCoupaGetAccept

Triggers in GetAccept

Actions in Coupa

• Custom action Custom action in Coupa (Custom)
• Cancel purchase order Cancel purchase order in Coupa
• Close purchase order Close purchase order in Coupa
• Add file attachment to object Add a file attachment in Coupa
• Create object Create object in Coupa
• Get object by ID Get objects by ID in Coupa
• Get remit to addresses by object ID Get remit to addresses by object ID in Coupa
• Get supplier sites by supplier Get supplier sites by supplier ID in Coupa
• Grant approval Grant approval in Coupa
• Reject approval Reject approval in Coupa
• Search objects Search objects in Coupa
• Set integration run status Set integration run status in Coupa
• Update object Update object in Coupa

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• Payments & Finance

What you can automate

• When a GetAccept document is signed, push the deal data to a DOMO dataset
• When a GetAccept deal room is opened, log the engagement event to DOMO

Available connections

GetAcceptDOMO

Triggers in GetAccept

Actions in DOMO

• Add user to group Add User to group in Domo
• Create record Create record in Domo
• Custom action Custom action in Domo
• Delete record Delete record in Domo
• Export data Export Data from Dataset in Domo
• Get record details Get record details by ID in Domo
• Import data Import Data into Dataset in Domo
• Remove user from group Remove User from group in Domo
• Search records Search records in Domo
• Update record Update record in Domo

Browse more in

• Data & Business Intelligence

What you can automate

• When a new Drift conversation starts with a prospect, create a GetAccept deal room
• When a GetAccept document is signed, log the outcome as a note in the Drift conversation

Available connections

GetAcceptDriftDriftGetAccept

Triggers in GetAccept

Actions in Drift

• Create record Create record in Drift
• Custom action Custom action in Drift
• Delete record Delete record in Drift
• Get record Get object by ID in Drift
• Search records Search records in Drift
• Update record Update record in Drift

Browse more in

• Sales
• Marketing

What you can automate

• When a new attendee registers for an Eventbrite event, send them a GetAccept proposal
• When a GetAccept agreement is signed, register the customer for an Eventbrite event
• When an Eventbrite event is created, send a GetAccept sponsorship agreement to partners

Available connections

GetAcceptEventbriteEventbriteGetAccept

Triggers in GetAccept

Actions in Eventbrite

• Custom action Custom action in Eventbrite (Custom)
• Create/update contact Create or update contact in Eventbrite
• Create contact list Create contact list in Eventbrite
• Get event attendees Get event attendees in Eventbrite
• Search events Search events in Eventbrite

Browse more in

• Marketing

What you can automate

• When Gainsight flags a renewal account, send a GetAccept renewal document automatically
• When a GetAccept contract is signed, update customer health and lifecycle data in Gainsight
• When a health score drops below threshold in Gainsight, trigger a GetAccept save offer

Available connections

GetAcceptGainsightGainsightGetAccept

Triggers in GetAccept

Actions in Gainsight

• Create company record/s Create company record/s in Gainsight NXT
• Custom action Custom action in Gainsight NXT
• Get record details Get record details by ID in Gainsight NXT
• Get upsert request status Get upsert request status in Gainsight NXT by status ID
• Search records Search records in Gainsight NXT
• Update company record/s Update company record/s in Gainsight NXT
• Upsert persons in bulk Upsert persons in bulk in Gainsight NXT
• Upsert person Upsert person in Gainsight NXT

Browse more in

• Support & Success

What you can automate

• When a GetAccept document is signed, upload the signed PDF to a Google Cloud Storage bucket
• When a GetAccept deal closes, create an archival record in Google Cloud Storage

Available connections

GetAcceptGoogle Cloud Storage

Triggers in GetAccept

Actions in Google Cloud Storage

• Custom action Custom action in Google Cloud Storage (Custom)
• Create bucket Create bucket in Google Cloud Storage
• Delete bucket Delete bucket in Google Cloud Storage
• Delete Object Delete Object in Google Cloud Storage
• Download object Download Object from Google Cloud Storage
• Get bucket Get details of a bucket in Google Cloud Storage
• Get object metadata Get metadata of an Object Object from Google Cloud Storage
• List buckets List buckets within a project in Google Cloud Storage
• List Objects List objects within a bucket in Google Cloud Storage
• Update bucket Update bucket in Google Cloud Storage
• Update object metadata Update an object’s metadata in Google Cloud Storage
• Upload object Upload an object to Google Cloud Storage using file streaming

Browse more in

• Productivity & Collaboration

What you can automate

• When a new employee is added in Gusto, send onboarding documents via GetAccept
• When a GetAccept onboarding document is signed, update the employee record in Gusto

Available connections

GetAcceptGusto

Triggers in GetAccept

Actions in Gusto

• Custom action Custom action in Gusto (Custom)
• Create record Create record in Gusto
• Delete record Delete record in Gusto
• Get record details by ID Get record in Gusto
• Get token info Get token info in Gusto
• Search records Search records in Gusto
• Update record Update record in Gusto

Browse more in

• Human Resources

Available connections

GetAcceptKlaviyoKlaviyoGetAccept

Triggers in GetAccept

Actions in Klaviyo

• Custom action Custom action in Klaviyo (Custom)
• Add profile to list Add profile to list in Klaviyo
• Create record Create record in Klaviyo
• Get record details by ID Get record by ID in Klaviyo
• Search records Search records in Klaviyo
• Update record Update record in Klaviyo

Browse more in

• Marketing

What you can automate

• When a Lever candidate reaches the offer stage, send an offer letter via GetAccept
• When a GetAccept offer letter is signed, update the Lever opportunity to Hired
• When a new Lever record is created, trigger a GetAccept document for the candidate

Available connections

GetAcceptLeverLeverGetAccept

Triggers in GetAccept

Actions in Lever

• Custom action Custom action in (Custom)
• Add field to opportunity Add field to opportunity in Lever
• Apply to a posting Apply to a posting in Lever
• Create record Create record in Lever
• Deactivate user Deactivate a user in Lever
• Delete record Delete record in Lever
• Download file Download record in Lever
• Get record Get record in Lever
• Reactivate user Reactivate a user in Lever
• Remove field from opportunity Remove field from opportunity in Lever
• Search records Search records in Lever
• Update record Update record in Lever
• Upload file Upload record in Lever

Browse more in

• Human Resources

What you can automate

• When a qualifying LiveChat event occurs, create a GetAccept deal room for the prospect
• When a GetAccept document is signed, send a follow-up message via LiveChat

Available connections

GetAcceptLiveChatLiveChatGetAccept

Triggers in GetAccept

Actions in LiveChat

• Custom action Custom action in Livechat (Custom)

Browse more in

• Support & Success

What you can automate

• When a new Magento customer is created, send a GetAccept reseller agreement
• When a new Magento invoice is created, trigger a GetAccept sign-off document

Available connections

GetAcceptMagento 2Magento 2GetAccept

Triggers in GetAccept

Actions in Magento 2

• Custom action Custom action in Magento 2 (Custom)
• Create customer Create customer in Magento 2
• Create or update product Create or update (upsert) product in Magento 2
• Get customer by ID Get customer by ID in Magento 2
• Get order by ID Get order by ID in Magento 2
• Search customer Search customers in Magento 2
• Search order Search orders in Magento 2
• Search product Search products in Magento 2

Browse more in

• Marketing

What you can automate

• When a GetAccept contract is signed, create a customer and invoice in Sage Intacct
• When a new AP bill or payment is created in Sage Intacct, trigger a GetAccept approval document

Available connections

GetAcceptSage IntacctSage IntacctGetAccept

Triggers in GetAccept

Actions in Sage Intacct

• Custom action Custom action in Sage Intacct (Custom)
• Create expense Create expense in Sage Intacct
• Create contact Create contact in Sage Intacct
• Create customer Create customer in Sage Intacct
• Create GL account Create GL account in Sage Intacct
• Create journal entry with lines Create journal entry with multiple line items in Sage Intacct
• Create single invoice Create single invoice in Sage Intacct
• Create item Create item in Sage Intacct
• Create object Create Object in Sage Intacct
• Create other receipt Create other receipt in Sage Intacct
• Create payment Create payment in Sage Intacct
• Create project Create project in Sage Intacct
• Create/convert purchase transaction Create/convert purchase transaction in Sage Intacct
• Create recurring order entry transaction Create recurring order entry transaction in Sage Intacct
• Create recurring invoice Create recurring invoice in Sage Intacct
• Create statistical journal entry with lines Create statistical journal entry with multiple line items in Sage Intacct
• Create/convert sales transaction Create/convert sales transaction in Sage Intacct
• Create vendor Create Vendor in Sage Intacct
• Delete sales order Delete sales order in Sage Intacct
• Get custom relationship values Get custom relationship values for all relationship types in Sage Intacct
• Get expense by record number Get expense by record number in Sage Intacct
• Get invoice items Get invoice items in Sage Intacct
• Get item by id Get item by id in Sage Intacct
• Get sales order by id Get sales order by id in Sage Intacct
• Link payment to invoices Link payment to invoices in Sage Intacct
• Search expenses Search expenses in Sage Intacct
• Search AR terms Search AR terms in Sage Intacct
• Search contacts Search contacts in Sage Intacct
• Search customers Search customers in Sage Intacct
• Search dimensions Search dimensions by name in Sage Intacct
• Search GL account Search GL account in Sage Intacct
• Search journal entries Search journal entries in Sage Intacct
• Search invoices Search invoices in Sage Intacct
• Search items Search items in Sage Intacct
• Search objects Search Objects in Sage Intacct
• Search projects Search projects in Sage Intacct
• Search purchasing documents Search purchasing documents in Sage Intacct
• Search sales documents Search sales documents in Sage Intacct
• Update contact Update contact in Sage Intacct
• Update customer Update customer in Sage Intacct
• Update component of item Update component of item in Sage Intacct
• Update object Update Object in Sage Intacct
• Update project Update project in Sage Intacct
• Update sales order and lines Update sales order in Sage Intacct
• Update vendor Update Vendor in Sage Intacct

Browse more in

• Payments & Finance

What you can automate

• When a GetAccept contract is signed, create a sales order in SAP Business One
• When a new record is updated in SAP Business One, trigger a GetAccept approval document

Available connections

GetAcceptSAP Business OneSAP Business OneGetAccept

Triggers in GetAccept

Actions in SAP Business One

• Create record Create record in SAP Business One
• Create records in batches Create record in batches in SAP Business One
• Custom action Custom action in SAP Business One
• Delete record Delete record in SAP Business One
• Get record details Get details of specific record in SAP Business One
• Search records Search for records in SAP Business One
• Update record Update record in SAP Business One
• Update records in batches Update record in batches in SAP Business One

Browse more in

• ERP

What you can automate

• When a new SAP Sales Cloud record is created, trigger a GetAccept proposal
• When a GetAccept document is signed, update the SAP Sales Cloud opportunity
• When a GetAccept deal room is created, log the activity in SAP Sales Cloud

Available connections

GetAcceptSAP Sales CloudSAP Sales CloudGetAccept

Triggers in GetAccept

Actions in SAP Sales Cloud

• Custom action Custom action in (Custom)
• Create record Create record in SAP Sales Cloud
• Get record details Get details of specific record in SAP Sales Cloud
• Search records Search records in SAP Sales Cloud
• Update record Update record in SAP Sales Cloud

Browse more in

• CRM
• Sales

What you can automate

• When a GetAccept document is signed, add or update a row in Smartsheet
• When a new row is added in Smartsheet with a lead, trigger a GetAccept proposal
• When a deal room is updated in GetAccept, update the status in the Smartsheet row

Available connections

GetAcceptSmartsheetSmartsheetGetAccept

Triggers in GetAccept

Actions in Smartsheet

• Custom action Custom action in Smartsheet (Custom)
• Create row Create row in Smartsheet
• Get row by ID Get row by ID in Smartsheet
• Search rows Search rows in Smartsheet
• Update row Update row in Smartsheet

Browse more in

• Productivity & Collaboration

What you can automate

• When a GetAccept document is signed, update the opportunity in SugarCRM
• When a new SugarCRM record is created, trigger a GetAccept proposal
• When a GetAccept deal room is created, log the activity in SugarCRM

Available connections

GetAcceptSugarCRMSugarCRMGetAccept

Triggers in GetAccept

Actions in SugarCRM

• Bulk action Run multiple queries, e.g. creating a record and retrieving a record in SugarCRM
• Create record Create record in SugarCRM
• Custom action Custom action in SugarCRM
• Delete record Delete record in SugarCRM
• Get record details by ID Get details of specific record in SugarCRM
• Get record details by sync key (external ID) Get details of specific record in SugarCRM
• Get record by email address Get records by email address in SugarCRM
• Search records Search records in SugarCRM
• Update record Update record in SugarCRM
• Upload file Upload a file in SugarCRM
• Upsert record Upsert record in SugarCRM

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• CRM
• Sales

What you can automate

• When an outbound Talkdesk call ends, trigger a GetAccept proposal to the prospect
• When a GetAccept document is signed, create a Talkdesk callback for the customer success team
• When an inbound call reaches the contact center, create a GetAccept deal room for the caller

Available connections

GetAcceptTalkdeskTalkdeskGetAccept

Triggers in GetAccept

Actions in Talkdesk

• Custom action Custom action in Talkdesk Connector (Custom)
• Create Callback Create Callback in Talkdesk
• Create subscription Create subscription in Talkdesk
• Create User Create a new user in Talkdesk
• Download report Download report in Talkdesk
• Get Contact by ID Get Contact by ID in Talkdesk
• Get subscription Get subscription in Talkdesk
• Get user by email Get User by email in Talkdesk
• List queries List queries in Talkdesk
• Update subscription Update subscription in Talkdesk

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• Support & Success

What you can automate

• When a new WooCommerce customer is created, send a GetAccept B2B agreement
• When a new WooCommerce order is placed, trigger a GetAccept service terms document

Available connections

GetAcceptWooCommerceWooCommerceGetAccept

Triggers in GetAccept

Actions in WooCommerce

• Custom action Custom action in WooCommerce (Custom)
• Create product Create product in WooCommerce
• Search customers Search customers in WooCommerce
• Search products Search products in WooCommerce

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• Marketing

What you can automate

• When a GetAccept contract is signed, create Wrike tasks for the implementation team
• When a Wrike project is approved, send a GetAccept contract to the customer
• When a GetAccept document expires, create a Wrike follow-up task for the rep

Available connections

GetAcceptWrikeWrikeGetAccept

Triggers in GetAccept

Actions in Wrike

• Custom action Custom action in Wrike (Custom)
• Cancel approval Cancel approval in Wrike
• Copy folder Copy folder in Wrike
• Copy project Copy project in Wrike
• Create approval Create approval in Wrike
• Create comment in folder Create comment in folder in Wrike
• Create comment in task Create comment in task in Wrike
• Create database Create a database in Wrike
• Create field Create field in a database in Wrike
• Create folder Create folder in Wrike
• Create from blueprint Create folder or task from blueprint in Wrike
• Create project Create project in Wrike
• Create records Create records in a database in Wrike
• Create task Create task in Wrike
• Create timelog Create timelog record for task in Wrike
• Create work from custom item type Create work in Wrike
• Delete attachment Delete attachment in Wrike
• Delete records Delete records in a database in Wrike
• Download attachment Download attachment in Wrike
• Get approval by ID Get approval by ID in Wrike
• Get attachment metadata Get attachment metadata in Wrike
• Get attachment URL Get attachment URL in Wrike
• Get folder by ID Get folder by ID in Wrike
• Get record ID Get record ID in Wrike
• Get task by ID Get task by ID in Wrike
• List approvals List approvals in Wrike
• List attachments List attachments in Wrike
• List custom fields List custom fields in Wrike
• List users List users in Wrike
• List workflows and statuses List workflows and statuses in Wrike
• Update user Update user in Wrike
• Search approvals Search approvals in Wrike
• Search folders Search folders in Wrike
• Search projects Search projects in Wrike
• Search tasks Search task in Wrike
• Search timelogs Search timelogs in Wrike
• Update approval Update approval in Wrike
• Update attachment Update attachment in Wrike
• Update folder Update folder in Wrike
• Update project Update project in Wrike
• Update records Update records in a database in Wrike
• Update task Update task in Wrike
• Update timelog Update timelog record for task in Wrike
• Upload attachment Upload attachment in Wrike

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• Productivity & Collaboration

What you can automate

• When a GetAccept contract is signed, read the deal data from Xactly to trigger commission calculations
• When a GetAccept deal closes, export the deal record to Xactly for compensation processing

Available connections

GetAcceptXactly

Triggers in GetAccept

Actions in Xactly

• Custom action Custom action in Xactly (Custom)
• Read rows Read rows in Xactly

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• Sales

What you can automate

• When a new employee is onboarded in Zenefits, send HR onboarding documents via GetAccept
• When a Zenefits employment record is updated, send the relevant HR document via GetAccept

Available connections

GetAcceptZenefitsZenefitsGetAccept

Triggers in GetAccept

Actions in Zenefits

• Custom action Custom action in Zenefits (Custom)
• Get employee by ID Get employee by ID in Zenefits
• Search employee Search employee in Zenefits

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• Human Resources

What you can automate

• When a SurveyMonkey survey is completed, trigger a GetAccept proposal based on the responses
• When a GetAccept document is signed, send a follow-up SurveyMonkey survey to the customer

Available connections

GetAcceptSurveyMonkeySurveyMonkeyGetAccept

Triggers in GetAccept

Actions in SurveyMonkey

• Custom action Custom action in SurveyMonkey (Custom)
• Search surveys Search for a survey in SurveyMonkey
• Send survey invite via email Send SurveyMonkey survey invite via email to recipient

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• Marketing

What you can automate

• When a GetAccept document is signed, trigger an Automation Anywhere bot for downstream tasks
• When an Automation Anywhere bot completes a task, trigger a GetAccept document send

Available connections

GetAcceptAutomation Anywhere

Triggers in GetAccept

Actions in Automation Anywhere

• List Users List Users in Automation Anywhere A360
• Custom action Custom action in Automation Anywhere A360 (Custom)
• Workitem – Add Insert Workitem in Automation Anywhere A360
• Workitem – Delete Delete Workitem in Automation Anywhere A360
• Bot – Deploy with Input and callback Deploy Bot in Automation Anywhere A360
• In progress / Historical Activity. Get Activity List in Automation Anywhere A360
• Queue – Get Search Queues in Automation Anywhere A360
• Workitem – Get Search Workitems in Automation Anywhere A360
• Audit Logs Get Audit Logs in Automation Anywhere A360
• Bot – List List Bots in Automation Anywhere A360
• Credential – Search by ID Search Credential By Id in Automation Anywhere A360
• Get Device Search Devices in Automation Anywhere A360
• Bot – Schedule Schedule Bot in Automation Anywhere A360
• Credentials – Search by Name Search Credentials in Automation Anywhere A360
• Workitem – Update Update Workitem in Automation Anywhere A360

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• Other

What you can automate

• When a new employee record is created in SAP SuccessFactors, send onboarding documents via GetAccept
• When a GetAccept onboarding document is signed, update the SuccessFactors employee profile

Available connections

GetAcceptSAP SuccessFactorsSAP SuccessFactorsGetAccept

Triggers in GetAccept

Actions in SAP SuccessFactors

• Query compound employee Query compound employee in SuccessFactors
• Query compound employee by session ID Query compound employee by session ID in SuccessFactors

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• Other

Available connections

GetAcceptCampaign MonitorCampaign MonitorGetAccept

Triggers in GetAccept

Actions in Campaign Monitor

• Add subscriber Add subscriber in Campaign Monitor
• Custom action Custom action in Campaign Monitor
• Delete subscriber Delete subscriber in Campaign Monitor
• Get campaign recipients Get campaign recipients in Campaign Monitor
• Get campaign summary Get campaign summary in Campaign Monitor
• Get client details Get client details in Campaign Monitor
• Get email client usage Get email client usage in Campaign Monitor
• Get sent campaigns Get sent campaigns in Campaign Monitor
• Get subscriber details Get subscriber details in Campaign Monitor
• Unsubscribe subscriber Unsubscribe subscriber in Campaign Monitor
• Update subscriber Update subscriber in Campaign Monitor

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• Marketing

Available connections

GetAcceptCisco Webex TeamsCisco Webex TeamsGetAccept

Triggers in GetAccept

Actions in Cisco Webex Teams

• Custom action Custom action in Cisco Webex Teams (Custom)
• Add person to room Add person to room
• Create room Create room in Webex Teams
• Get attachment details Get attachment details in Webex Teams
• Get message details Get message details in Webex Teams
• Get person details Get person details in Webex Teams
• Get room details Get room details in Webex Teams
• Post message Post message in Webex Teams
• Update room Update room topic in Webex Teams

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• Productivity & Collaboration

What you can automate

• When a GetAccept deal room is created, enrich the prospect with Clearbit company data
• When a GetAccept contact is created, perform a Clearbit email lookup to fill in firmographics

Available connections

GetAcceptClearbit

Triggers in GetAccept

Actions in Clearbit

• Company lookup Look up company in Clearbit
• Email lookup Look up email in Clearbit

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• Sales
• Marketing

What you can automate

• When a new Cvent record is created, trigger a GetAccept proposal for the contact
• When a GetAccept agreement is signed, create or update the Cvent attendee record

Available connections

GetAcceptCventCventGetAccept

Triggers in GetAccept

Actions in Cvent

• Custom action Custom action in Cvent (Custom)
• Search records with complex filter Search records in Cvent
• Custom action Custom action in Cvent
• Get record details Get record in Cvent
• Search records Search records in Cvent

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• Marketing

What you can automate

• When a Demandbase company enrichment returns high intent, create a GetAccept deal room
• When a GetAccept deal room is created, enrich the account with Demandbase company intelligence

Available connections

GetAcceptDemandbase

Triggers in GetAccept

Actions in Demandbase

• Custom action Custom action in InsideView (Custom)
• Enrich Company or Contact Enrich Company or Contact
• Get Company Competitor Information Get Company Competitor Information
• Get Company Family Tree Get Company Family Tree
• Get Company Insights Installed Tech Get Company Insights Installed Tech
• Get Company News Feed Get Company News Feed

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• Sales
• Marketing

What you can automate

• When a new GoToWebinar session starts, send a GetAccept follow-up proposal to attendees
• When a GetAccept document is signed, register the customer for the next GoToWebinar

Available connections

GetAcceptGotoWebinarGotoWebinarGetAccept

Triggers in GetAccept

Actions in GotoWebinar

• Custom action Custom action in GotoWebinar (Custom)
• Get attendees from session Get attendees from session in GotoWebinar
• Get webinar details Get webinar details in GotoWebinar

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• Productivity & Collaboration

What you can automate

• When a GetAccept contract is signed, create a Harvest project to start tracking time
• When a new Harvest project is created, send a GetAccept statement of work for signature
• When a GetAccept document is signed, create a Harvest client record for the new account

Available connections

GetAcceptHarvestHarvestGetAccept

Triggers in GetAccept

Actions in Harvest

• Custom action Custom action in Harvest (Custom)
• Create client Create client in Harvest
• Create project Create project in Harvest
• Create task Create task in Harvest
• Create time entry via duration Create time entry via duration in Harvest
• Create time entry via start and end time Create time entry via start and end time in Harvest
• Create user Create user in Harvest
• Get client by ID Get client by ID in Harvest
• Get project by ID Get project by ID in Harvest
• Get task by ID Get task by ID in Harvest
• Get time entry by ID Get time entry by ID in Harvest
• Get user by ID Get user by ID in Harvest
• Search clients Search clients in Harvest
• Search projects Search projects in Harvest
• Search tasks Search tasks in Harvest
• Search time entries Search time entries in Harvest
• Search users Search users in Harvest
• Update client Update client in Harvest
• Update project Update project in Harvest
• Update task Update task in Harvest
• Update time entry Update time entry in Harvest
• Update user Update user in Harvest

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• Payments & Finance

What you can automate

• When a GetAccept document is signed, send an SMS notification to the customer via Infobip
• When an inbound Infobip SMS arrives, trigger a GetAccept deal room for the prospect
• When a GetAccept document is ready to sign, send an SMS reminder via Infobip

Available connections

GetAcceptInfobipInfobipGetAccept

Triggers in GetAccept

Actions in Infobip

• Send sms Send sms in Infobip

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• Support & Success

What you can automate

• When a GetAccept deal room is created, enrich the prospect's contact data via Lusha
• When a GetAccept contact is added, use Lusha to verify and enrich the contact's details

Available connections

GetAcceptLusha

Triggers in GetAccept

Actions in Lusha

• Enrich Companies Get company information from Lusha based on company name, domain, or company ID.
• [Prospecting] Step 2 - Contacts Enrich [Prospecting] Step 2 - Contacts Enrich in Lusha
• Enrich Contacts Get contact information from Lusha based on input parameters such as name, email, or LinkedIn profile.
• Get company recommendations Get company recommendations based on other companies. IMPORTANT: Minimum 5 company IDs required by the API.
• Get contact recommendations Fetch recommended contacts by supplying contact IDs. IMPORTANT: Minimum 5 contacts required by the API.
• Get Company Signals Retrieve signals for companies. Each company can be identified by: (1) Company ID, (2) Company domain, or (3) Company name
• Get Contact Signals Retrieve signals for contacts. Each contact can be identified by: (1) Contact ID, (2) LinkedIn URL, (3) Email address, or (4) Full name + Company (name or domain)
• [Prospecting] Step 1 - Contacts Search [Prospecting] Step 1 - Contacts Search in Lusha

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• Sales

Available connections

GetAcceptMetabaseMetabaseGetAccept

Triggers in GetAccept

Actions in Metabase

• Export query Export query for a question in Metabase
• Get question details Get question details in Metabase
• Run query Run query for a question in Metabase
• Search questions Search questions in Metabase

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• Data & Business Intelligence

What you can automate

• When a new Microsoft Advertising lead record is created, trigger a GetAccept proposal
• When a GetAccept document is signed, submit an attribution report in Microsoft Advertising

Available connections

GetAcceptMicrosoft Advertising

Triggers in GetAccept

Actions in Microsoft Advertising

• Get customer accounts Get customer accounts in Microsoft Advertising
• Get status of a report request Get the status of report request in Microsoft Advertising
• Submit a report request Submit report request in Microsoft Advertising

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• Marketing

What you can automate

• When Pendo data shows declining product usage, trigger a GetAccept renewal or upsell offer
• When a GetAccept document is signed, download the relevant Pendo report for attribution

Available connections

GetAcceptPendo

Triggers in GetAccept

Actions in Pendo

• Custom action Custom action in (Custom)
• Get account by ID Get Account by ID in Pendo
• Retrieve aggregate data Retrieve Aggregate data in Pendo
• Download report Download Report in Pendo

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• Support & Success

What you can automate

• When a new Personio employee record is created, send onboarding documents via GetAccept
• When a GetAccept onboarding document is signed, update the Personio employee record
• When a new Personio position is created, send a job offer via GetAccept

Available connections

GetAcceptPersonioPersonioGetAccept

Triggers in GetAccept

Actions in Personio

• Custom action Custom action in Personio (Custom)
• Create record Create record in Personio
• Delete record Delete record in Personio
• Get record details by ID Get record in Personio
• List records List records in Personio
• Search records Search records in Personio
• Update record Update record in Personio

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• Human Resources

What you can automate

• When a RingCentral call ends, send a GetAccept follow-up proposal to the prospect
• When a GetAccept document is signed, send an SMS confirmation via RingCentral

Available connections

GetAcceptRingCentralRingCentralGetAccept

Triggers in GetAccept

Actions in RingCentral

• Custom action Custom action in RingCentral (Custom)
• Ring out Make RingOut call in RingCentral
• Send pager message Send pager message in Ringcentral
• Send sms Send sms in Ringcentral

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• Productivity & Collaboration

Available connections

GetAcceptSage LiveSage LiveGetAccept

Triggers in GetAccept

Actions in Sage Live

• Custom action Custom action in Sage Live (Custom)
• Create object Create object in Sage Live
• Get related objects Get related object list in Sage Live
• Search objects Search for objects in Sage Live
• Update object Update object in Sage Live

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• Payments & Finance

What you can automate

• When a GetAccept contract is signed, create a Tradeshift invoice for the deal
• When a Tradeshift invoice is ready, send a GetAccept document for countersignature

Available connections

GetAcceptTradeshiftTradeshiftGetAccept

Triggers in GetAccept

Actions in Tradeshift

• Custom action Custom action in Tradeshift (Custom)
• Create chart of accounts Create a code in Tradeshift
• Create Credit note Create Credit note in Tradeshift
• Create external connection Create external connection in Tradeshift
• Create Invoice Create Invoice in Tradeshift
• Delete chart of accounts Delete a chart of accounts in Tradeshift
• Get current account info Get current account info in Tradeshift
• Search connections Search a connection in Tradeshift
• Tag document Tag a document in Tradeshift
• Untag document Untag a document in Tradeshift
• Update connection properties Update connection properties in Tradeshift

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• Payments & Finance

What you can automate

• When a Veeva CRM object is created or updated, trigger a GetAccept document send
• When a GetAccept document is signed, update the Veeva CRM object status

Available connections

GetAcceptVeeva CRMVeeva CRMGetAccept

Triggers in GetAccept

Actions in Veeva CRM

• Custom action Custom action in Veeva CRM (Custom)
• Create object Create object in Veeva CRM
• Get related objects Get related object list in Veeva CRM
• Search objects Search for objects in Veeva CRM
• Update object Update object in Veeva CRM

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• CRM

Available connections

GetAcceptVlocityVlocityGetAccept

Triggers in GetAccept

Actions in Vlocity

• Custom action Custom action in Vlocity (Custom)
• Create object Create object in Vlocity
• Get related objects Get related object list in Vlocity
• Search objects Search for objects in Vlocity
• Update object Update object in Vlocity

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• CRM
• Sales

What you can automate

• When a prospect watches a key Wistia video, trigger a GetAccept deal room
• When a Wistia video is completed, send a GetAccept proposal to the viewer

Available connections

GetAcceptWistiaWistiaGetAccept

Triggers in GetAccept

Actions in Wistia

• Copy object Copy object in Wistia
• Create object Create object in Wistia
• Delete object Delete object in Wistia
• List object List object in Wistia
• Show object Show object in Wistia
• View stats for object View stats for object in Wistia
• Update object Update object in Wistia
• Upload Media Upload #Media in Wistia

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• Marketing

What you can automate

• When a Workable candidate event fires, send an offer letter via GetAccept
• When a GetAccept offer letter is signed, retrieve the Workable offer to update candidate status

Available connections

GetAcceptWorkableWorkableGetAccept

Triggers in GetAccept

Actions in Workable

• Get Workable candidates Returns a collection of the job's candidates
• Get Workable jobs Returns a collection of your account jobs
• Get Workable Members Returns a collection of your account members
• Get candidate offer Returns the offer related data of the given candidate
• Get Workable Recruiters Returns a collection of your account external recruiters
• Get Workable requisitions Returns a collection of your account requisitions
• Get Workable pipeline stages Returns a collection of your recruitment pipeline stages

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• Human Resources

What you can automate

• When a GetAccept contract is signed, create an invoice in Zoho Invoice
• When a new Zoho Invoice estimate is created, send the related GetAccept document for signature

Available connections

GetAcceptZoho InvoiceZoho InvoiceGetAccept

Triggers in GetAccept

Actions in Zoho Invoice

• Custom action Custom action in Zoho Invoice (Custom)
• Create estimate Create estimate in Zoho Invoice
• Create invoice Create invoice in Zoho Invoice
• Search items Search items in Zoho Invoice

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• Payments & Finance

What you can automate

• When a GetAccept contract is signed, create a Freshservice onboarding incident
• When a Freshservice ticket indicates a renewal, send a GetAccept renewal document
• When a GetAccept document expires, create a Freshservice follow-up ticket for the rep

Available connections

GetAcceptFreshserviceFreshserviceGetAccept

Triggers in GetAccept

Actions in Freshservice

• Custom action Custom action in Freshservice (Custom)
• Create agent Create agent in Freshservice
• Create incident Create incident in Freshservice
• Create onboarding request Create onboarding request in Freshservice
• Create requester Create requester in Freshservice
• Create service request Create service request in Freshservice
• Create task Create a Task in Freshservice
• Create ticket Create a Ticket in Freshservice
• Delete task Delete a Task in Freshservice
• Get agent details Get Agent details by ID in Freshservice
• List agent fields List agent fields in Freshservice
• List service items List service items in Freshservice
• List onboarding form fields List onboarding form fields in Freshservice
• Get requester details Get requester by ID in Freshservice
• List requester fields List requester fields in Freshservice
• Get task by ID Get a Task by id in Freshservice
• Get ticket by ID Get a Ticket in Freshservice
• List tasks List Tasks in Freshservice
• List ticket form fields List ticket form fields in Freshservice
• List tickets List tickets in Freshservice
• Move ticket Move Ticket in Freshservice
• Restore ticket Restore Ticket in Freshservice
• Search agents Search agents in Freshservice
• Search requesters Search requesters in Freshservice
• Search tickets Search tickets in Freshservice
• Update requester Update requester in Freshservice
• Update task Update a Task in Freshservice
• Update ticket Update a Ticket in Freshservice

Browse more in

• Support & Success

What you can automate

• When a GetAccept contract is signed, create a ServiceNow service request for the delivery team
• When a GetAccept deal closes, create a ServiceNow configuration item for the new customer

Available connections

GetAcceptServiceNow

Triggers in GetAccept

Actions in ServiceNow

• Custom action Custom action in ServiceNow (Custom) (Custom)
• Add relation to configuration item Add relation to configuration item in ServiceNow
• Create configuration item Create configuration item in ServiceNow
• Delete configuration item relation Delete configuration item relation in ServiceNow
• Get configuration item Get configuration item in ServiceNow
• List tables List tables in ServiceNow
• Search configuration items Search configuration items in ServiceNow
• Search table records Search table records in ServiceNow
• Update configuration item Update configuration item in ServiceNow

Browse more in

• Support & Success

What you can automate

• When a GetAccept document is signed, send a transactional confirmation email via Amazon SES
• When a GetAccept deal room expires, trigger a follow-up email via Amazon SES

Available connections

GetAcceptAmazon SES

Triggers in GetAccept

Actions in Amazon SES

• Custom action Custom action in Amazon SES (Custom)
• Create object Create an object in Amazon SES
• Delete object Delete an object in Amazon SES
• Get object Get an object in Amazon SES
• List object List objects in Amazon SES
• Send bulk email Send emails to multiple destinations via Amazon SES
• Send email Send email to clients via Amazon SES
• Update object Update an object in Amazon SES

Browse more in

• Other

What you can automate

• When a GetAccept document is signed, publish an event to an Amazon SNS topic
• When an Amazon SNS message arrives from a qualifying source, trigger a GetAccept deal room

Available connections

GetAcceptAmazon SNSAmazon SNSGetAccept

Triggers in GetAccept

Actions in Amazon SNS

• Publish message to topic Publish message to a topic in Amazon SNS

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• Other

What you can automate

• When a GetAccept document is signed, send the deal event as a message to an SQS queue
• When an SQS message contains a qualifying lead, trigger a GetAccept proposal

Available connections

GetAcceptAmazon SQSAmazon SQSGetAccept

Triggers in GetAccept

Actions in Amazon SQS

• Delete message Delete a message from Amazon SQS
• Delete messages Delete messages from Amazon SQS
• Receive message Receive message from the specified queue using Amazon SQS
• Send message Send a message to the specified queue using Amazon SQS
• Send messages Send messages to the specified queue using Amazon SQS

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• Other

What you can automate

• When a GetAccept document is signed, upload the signed copy to Citrix ShareFile
• When a new item is added in ShareFile, trigger a GetAccept document for review and signature

Available connections

GetAcceptCitrix SharefileCitrix SharefileGetAccept

Triggers in GetAccept

Actions in Citrix Sharefile

• Create record Create record in Citrix ShareFile
• Custom action Custom action in Citrix ShareFile
• Delete record Delete record in Citrix ShareFile
• Download item content Download item content in Citrix ShareFile
• Download multiple items Download multiple items in Citrix ShareFile
• Get record details by ID Get record in Citrix ShareFile
• Run report Run Report in Citrix ShareFile
• Search records Search records in Citrix ShareFile
• Update record Update record in Citrix ShareFile
• Upload item Upload item in Citrix ShareFile

Browse more in

• Other

What you can automate

• When a GetAccept contract is signed, create a customer or sales order in Acumatica
• When a new Acumatica record is created, trigger a GetAccept document for sign-off

Available connections

GetAcceptAcumatica ERPAcumatica ERPGetAccept

Triggers in GetAccept

Actions in Acumatica ERP

• Create record Create record in Acumatica ERP
• Create records in batches Create record in Acumatica ERP
• Custom action Custom action in Acumatica ERP
• Delete record Delete record in Acumatica ERP
• Get record details Get record by ID in Acumatica ERP
• Search records Search for records in Acumatica ERP
• Update record Update record in Acumatica ERP
• Update records in batches Update record in Acumatica ERP

Browse more in

• ERP

What you can automate

• When a Bizzabo event record is created, send a GetAccept sponsorship or attendance agreement
• When a GetAccept agreement is signed, create or update the Bizzabo contact record

Available connections

GetAcceptBizzabo

Triggers in GetAccept

Actions in Bizzabo

• Custom action Custom action in Bizzabo (Custom)
• Get record details by ID Get record in Bizzabo
• Search records Search records in Bizzabo

Browse more in

• Marketing

What you can automate

• When a GetAccept contract is signed, create a Chargify subscription automatically
• When a new Chargify customer is created, send a GetAccept terms agreement
• When a Chargify subscription event fires, trigger a GetAccept renewal document

Available connections

GetAcceptChargifyChargifyGetAccept

Triggers in GetAccept

Actions in Chargify

• Custom action Custom action in Maxio (Custom)
• Create charge Create charge in Maxio
• Create subscription Create subscription in Maxio
• Get customer details by ID Get customer details from Maxio
• Get product details by ID Get product details from Maxio
• Get subscription details by ID Get subscription details from Maxio
• Get transaction details by ID Get transaction details from Maxio
• Search customer by reference Search customer by reference from Maxio

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• Payments & Finance

Available connections

GetAcceptClarizen OneClarizen OneGetAccept

Triggers in GetAccept

Actions in Clarizen One

• Create record Create record in Clarizen
• Custom action Custom action in Clarizen
• Get record details Get details of specific record by Entity ID in Clarizen
• Search records Search records in Clarizen
• Update record Update record by Entity ID in Clarizen

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• Productivity & Collaboration

What you can automate

• When a GetAccept document is signed, update the Copper deal record
• When a Copper record is updated, sync the changes to the GetAccept deal room

Available connections

GetAcceptCopperCopperGetAccept

Triggers in GetAccept

Actions in Copper

• Create record Create record in Copper
• Custom action Custom action in Copper
• Delete record Delete record in Copper
• Get record details Get details of specific record in Copper
• Search records Search for records in Copper
• Update record Update record in Copper
• Upsert record Upsert record in Copper

Browse more in

• CRM
• Sales

What you can automate

• When a GetAccept deal room is created, enrich the account with Dun & Bradstreet company data
• When a GetAccept contact is created, match and enrich their company data from D&B

Available connections

GetAcceptDun and Bradstreet

Triggers in GetAccept

Actions in Dun and Bradstreet

• Custom action Custom Action in D&B
• Get Category Get Category details in D&B
• Enrich Companies Enrich Company data by D-U-N-S Number in D&B
• Match and Enrich Contacts Search Contacts in D&B
• Search Companies Search Companies in D&B
• Match Companies Match Companies in D&B

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• Data & Business Intelligence

What you can automate

• When a GetAccept document is signed, upload the signed copy to an Egnyte folder
• When a new file is added to Egnyte, trigger a GetAccept document send to relevant contacts

Available connections

GetAcceptEgnyteEgnyteGetAccept

Triggers in GetAccept

Actions in Egnyte

• Custom action Custom action in Egnyte (Custom)
• Copy or move file Copy or move file in Egnyte
• Copy or move folder Copy or move folder in Egnyte
• Create folder Create folder in Egnyte
• Download file from selected folder Download file in Egnyte
• Get event details Get file system or note event details in Egnyte
• Get object details Get object details in Egnyte
• Search objects Search objects in Egnyte
• Upload file Upload file in Egnyte

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• Data & Business Intelligence

What you can automate

• When a Guru card is created, notify the sales team to include it in the next GetAccept proposal
• When a GetAccept deal room is created, add a relevant Guru card tag for easy content retrieval

Available connections

GetAcceptGuruGuruGetAccept

Triggers in GetAccept

Actions in Guru

• Add Tag to Card Adds an existing Tag to a Card.
• Add User to Group Adds a user to a Group.
• Archive Card Archives a Card.
• Create Card Create a new Card
• Create Group Creates a new Group
• Create Tag Create a Tag
• Create Tag Category Create a Tag Category
• Get Board Details Get Board details
• Get Card Details Get Card details
• Get Collection Details Get Collection details
• Get Group Details Get Group details
• Get Tag Details Get Tag details
• Get Team Stats Get Team stats
• Get User Details Find User details
• Invite User Adds a user to your Team
• List Collections List Collections
• List Group Members List Users within a Group
• List Tag Categories List Tag Categories
• Remove User from Group Removes a User from a Group
• Remove User Removes a User from your Team
• Restore Card Restores a previously Archived Card
• Search for Archived Card Search for a card that has been archived
• Search Cards Search Cards
• Search Groups Search Groups
• Unverify Card Unverifies a Card
• Update Card Update a Card
• Verify Card Verifies a Card

Browse more in

• Productivity & Collaboration

Available connections

GetAcceptHiveHiveGetAccept

Triggers in GetAccept

Actions in Hive

• Custom action Custom action in Hive (Custom)
• Apply action template Apply action template in Hive
• Create record Create record in Hive
• Delete record Delete record in Hive
• Get record details by ID Get details of specific record in Hive
• List records List records in Hive
• Update record Update record in Hive

Browse more in

• Productivity & Collaboration

What you can automate

• When a GetAccept document is signed, update the Insightly opportunity to Closed Won
• When a new Insightly contact is created, trigger a GetAccept proposal automatically
• When a GetAccept deal room is created, create a linked Insightly opportunity

Available connections

GetAcceptInsightlyInsightlyGetAccept

Triggers in GetAccept

Actions in Insightly

• Custom action Custom action in Insightly (Custom)
• Add note to opportunity Add note to opportunity in Insightly
• Create contact Create contact in Insightly
• Create event Create event in Insightly
• Create opportunity Create opportunity in Insightly
• Create organisation Create organisation in Insightly
• Get user by ID Get user by ID in Insightly
• Search contacts Search contacts in Insightly
• Search pipelines Search pipelines in Insightly
• Search users Search users in Insightly
• Update contact Update contact in Insightly
• Update opportunity Update opportunity in Insightly

Browse more in

• CRM
• Sales

Available connections

GetAcceptIterableIterableGetAccept

Triggers in GetAccept

Actions in Iterable

• Add subscribers to a list Add Subscribers to a list in Iterable
• Update records in bulk Bulk update records in Iterable
• Upsert records in bulk Bulk upsert records in Iterable
• Create record Create record in Iterable
• Custom action Custom action in Iterable
• Delete record Delete record in Iterable
• Export data Export Data in Iterable
• Get record details Get details of specific record in Iterable
• Search records Search record in Iterable
• Send notification Send object in Iterable
• Subscribe a user Subscribe a User to a group in Iterable
• Unsubscribe a user Unsubscribe a User to a group in Iterable
• Update record Update record in Iterable
• Upsert record Upsert record in Iterable

Browse more in

• Marketing

What you can automate

• When a GetAccept deal closes, log the win in Mindtickle to update rep coaching data
• When a GetAccept document is signed, update the rep's performance record in Mindtickle

Available connections

GetAcceptMindtickle

Triggers in GetAccept

Actions in Mindtickle

• Get All Users Get All users from Mindtickle
• Get user by id Get a user by id
• Search Users by Email Search users in Mindtickle by Email
• Update user Update user in Mindtickle

Browse more in

• Sales

What you can automate

• Before sending a GetAccept proposal, verify the recipient's email with NeverBounce
• When a batch of GetAccept recipients is imported, validate all emails via NeverBounce

Available connections

GetAcceptNeverBounce

Triggers in GetAccept

Actions in NeverBounce

• Verify email Verify a single email address in NeverBounce

Browse more in

• Sales
• Marketing

What you can automate

• When a PeopleDoc event fires, trigger a GetAccept document for HR sign-off
• When a GetAccept document is signed, update the PeopleDoc employee record

Available connections

GetAcceptPeopleDocPeopleDocGetAccept

Triggers in GetAccept

Actions in PeopleDoc

• Custom action Custom action in (Custom)
• Create record Create record in PeopleDoc
• Get record Get record in PeopleDoc
• Search records Search records in PeopleDoc
• Update record Update record in PeopleDoc
• Upload file Upload a file in PeopleDoc

Browse more in

• Human Resources

What you can automate

• When a GetAccept contract is signed, create a record in Priority Software via batch create
• When a Priority Software record is updated, trigger a GetAccept document for approval

Available connections

GetAcceptPriority Software

Triggers in GetAccept

Actions in Priority Software

• Search records using OData query Search for records using OData query in Priority Software
• create record Create records in batches in Priority Software
• update record Update records in batches in Priority Software
• Create record Create record in Priority Software
• Create relative entity Create relative entity of entity in Priority Software
• Custom action Custom action in Priority Software
• Delete record Delete record in Priority Software
• Download file Download file from Priority Software
• Get relative entity details Get relative entity of object in Priority Software
• Get record details by ID Get details of specific record in Priority Software
• Search records Search records in Priority Software
• Update record Update record in Priority Software
• Update relative entity Update relative entity of entity in Priority Software
• Upload file Upload file to Priority Software

Browse more in

• ERP

What you can automate

• When a GetAccept document is signed, update the related Quip document with deal details
• When a Quip inbox item is updated, trigger a GetAccept follow-up document

Available connections

GetAcceptQuipQuipGetAccept

Triggers in GetAccept

Actions in Quip

• Custom action Custom action in Quip (Custom)
• Get messages by thread Get messages by thread in Quip
• Get user by ID Get user by ID in Quip
• Send messages Send message in Quip

Browse more in

• Productivity & Collaboration

What you can automate

• When a GetAccept document is signed, trigger a Sendoso gift to celebrate the close
• When a GetAccept document is opened by a prospect, send a Sendoso touch to accelerate the deal

Available connections

GetAcceptSendosoSendosoGetAccept

Triggers in GetAccept

Actions in Sendoso

• Add User to Group Add User to Group in Sendoso
• Create Group Create Group in Sendoso
• Create Custom Template Create new Custom Template in Sendoso
• Create Touch Create Touch in Sendoso
• Create User Create User in Sendoso
• Custom action Custom action in Sendoso
• Delete Group Delete Group in Sendoso
• Delete Touch Delete Touch in Sendoso
• Delete User Delete User from Sendoso
• Generate eGift Links Generate eGift Links in Sendoso
• Get Send Analytics Get Send Analytics in Sendoso
• Get Send Status Get Send Status in Sendoso
• Get Custom Template Get Custom Template in Sendoso
• Get Touch Details Get Touch Details in Sendoso
• Get User Get User in Sendoso
• List Active Touches List Active Touches in Sendoso
• List Possible Gifts List all possible Gifts in Sendoso
• List Group Members List Group Members in Sendoso
• List Groups List Groups in Sendoso
• List Sent Gifts List all sent Gifts in Sendoso
• List Templates List Custom Templates in Sendoso
• List Users List Users in Sendoso
• Send Gift Send a Gift in Sendoso
• Update an existing Touch Update an existing Touch in Sendoso

Browse more in

• Marketing

What you can automate

• When a meeting is booked via YouCanBookMe, create a GetAccept deal room automatically
• When a GetAccept document is signed, send a YouCanBookMe link to schedule the kick-off call

Available connections

GetAcceptYouCanBookMeYouCanBookMeGetAccept

Triggers in GetAccept

Actions in YouCanBookMe

• Custom action Custom action in YouCanBook.me
• Get booking Get booking by ID in YouCanBook.me
• Get profile Get profile by ID in YouCanBook.me
• Search profiles Search profiles in YouCanBook.me

Browse more in

• Productivity & Collaboration

What you can automate

• When a GetAccept document is signed, update the deal stage in Zendesk Sell
• When a new Zendesk Sell record is created, trigger a GetAccept proposal
• When a GetAccept deal room is created, log the activity in Zendesk Sell

Available connections

GetAcceptZendesk SellZendesk SellGetAccept

Triggers in GetAccept

Actions in Zendesk Sell

• Custom action Custom action in Zendesk Sell (Custom)
• Create record Create record in Zendesk Sell
• Delete record Delete record in Zendesk Sell
• Get record by ID Get record by ID in Zendesk Sell
• Search records Search records in Zendesk Sell
• Update record Update record in Zendesk Sell
• Upsert record Upsert record in Zendesk Sell

Browse more in

• CRM
• Sales

Available connections

GetAcceptZoho MailZoho MailGetAccept

Triggers in GetAccept

Actions in Zoho Mail

• Create draft Create Draft in Zoho Mail
• Create task Create New task in Zoho Mail
• Send mail Send New mail in Zoho Mail

Browse more in

• Productivity & Collaboration

What you can automate

• When a GetAccept contract is signed, create or update a Zuora subscription object
• When a Zuora subscription is created, send a GetAccept order form for countersignature

Available connections

GetAcceptZuora for SalesforceZuora for SalesforceGetAccept

Triggers in GetAccept

Actions in Zuora for Salesforce

• Custom action Custom action in Zuora for Salesforce (Custom)
• Create object Create object in Zuora for Salesforce
• Get related objects Get related object list in Zuora for Salesforce
• Search objects Search for objects in Zuora for Salesforce
• Update object Update object in Zuora for Salesforce

Browse more in

• CRM
• Sales

What you can automate

• When a Qualtrics survey response arrives, trigger a GetAccept proposal for the respondent
• When a GetAccept document is signed, distribute a follow-up Qualtrics survey to the customer

Available connections

GetAcceptQualtricsQualtricsGetAccept

Triggers in GetAccept

Actions in Qualtrics

• Create mailing list Create mailing list in Qualtrics
• Create reminder distribution Create reminder distribution Qualtrics
• Custom action Custom action in Qualtrics
• Distribute survey via email Distribute survey via email in Qualtrics
• Get mailing list details Get mailing list by ID in Qualtrics
• Get response details Get response details by ID in Qualtrics

Browse more in

• Marketing

What you can automate

• When a GetAccept contract is signed, create a BMC Helix ITSM record for service delivery
• When a BMC Helix record is updated, trigger a GetAccept document for approval or sign-off

Available connections

GetAcceptBMC Helix ITSMBMC Helix ITSMGetAccept

Triggers in GetAccept

Actions in BMC Helix ITSM

• Custom action Custom action in (Custom)
• Create record Create record in BMC Helix ITSM
• Get record details by ID Get record in BMC Helix ITSM
• Search records Search records in BMC Helix ITSM
• Update record Update record in BMC Helix ITSM

Browse more in

• Other

What you can automate

• When a GetAccept proposal needs localization, translate the content via DeepL automatically
• When a GetAccept document is received in a foreign language, translate it via DeepL

Available connections

GetAcceptDeepL

Triggers in GetAccept

Actions in DeepL

• Custom action Custom action in (Custom)
• Get usage / 利用状況の取得 Get usage in DeepL / DeepLの利用状況を取得
• Translate text / テキスト訳 Translate text in DeepL / DeepLでテキストを翻訳

Browse more in

• Other

What you can automate

• When a new Applaud employee instance is created, send HR documents via GetAccept
• When a GetAccept document is signed, update the related Applaud employee record

Available connections

GetAcceptApplaudApplaudGetAccept

Triggers in GetAccept

Actions in Applaud

• Create an instance Create instance in Applaud
• Create instances in batches Create in batches in Applaud
• Delete an instance Delete instance in Applaud
• Delete instances in batches Delete instances in batches in Applaud
• File download Download a File in Applaud
• Record count Get the total number of records available in Applaud
• Search a model Search object in Applaud
• Send a chat message Send a chat message to applaud chatbot
• Set validation result Set validation result
• Start a conversation Start a new conversation
• Update an instance Update instance in Applaud
• Update instances in batches Update in batches in Applaud
• File upload Upload a File in Applaud
• Upsert an instance Upsert instance in Applaud
• Upsert instances in batches Upsert in batches in Applaud

Browse more in

• Human Resources

What you can automate

• When a Bigtincan form is submitted, trigger a GetAccept document for the prospect
• When a GetAccept deal room is created, create a Bigtincan story with deal materials

Available connections

GetAcceptBigtincanBigtincanGetAccept

Triggers in GetAccept

Actions in Bigtincan

• Custom action Custom action in Bigtincan (Custom)
• Create story Create story in Bigtincan
• Delete story Delete story in Bigtincan
• Get form by ID Get form by ID in Bigtincan
• Get form data by ID Get form data by ID in Bigtincan
• Get story by ID Get story by ID in Bigtincan
• List channels List channels in Bigtincan
• List form categories List form categories in Bigtincan
• List form fields List form fields in Bigtincan
• List forms List forms in Bigtincan
• List stories List stories in Bigtincan
• Update story Update story in Bigtincan

Browse more in

• Sales

What you can automate

• When a Bloomfire post is published, notify the sales team via a GetAccept deal room update
• When a GetAccept deal room is created, search Bloomfire for relevant knowledge to share

Available connections

GetAcceptBloomfireBloomfireGetAccept

Triggers in GetAccept

Actions in Bloomfire

• Create a Post Create a post in your Bloomfire community
• Get All Posts Retrieve all Bloomfire Historic Posts
• Get Post by ID Retrieve a detailed post from Bloomfire Community
• Update a Post Update a post in your Bloomfire community
• Upload Files on S3 Upload files on S3

Browse more in

• Productivity & Collaboration

What you can automate

• When a GetAccept document is signed, update the Capsule CRM opportunity
• When a new Capsule CRM event fires, trigger a GetAccept proposal for the contact

Available connections

GetAcceptCapsule CRMCapsule CRMGetAccept

Triggers in GetAccept

Actions in Capsule CRM

• Custom action Custom action in Capsule CRM (Custom)
• Create record Create record in Capsule CRM
• Get record details by ID Get record by ID in Capsule CRM
• Search records Search records in Capsule CRM
• Update record Update record in Capsule CRM

Browse more in

• CRM
• Sales

What you can automate

• When a GetAccept contract is signed, create a customer and subscription in Chart Mogul
• When a GetAccept document is signed, create an invoice in Chart Mogul for MRR tracking

Available connections

GetAcceptChart Mogul

Triggers in GetAccept

Actions in Chart Mogul

• Cancel customer subscription Cancel a Subscription in ChartMogul
• Create customer Create Customer in ChartMogul
• Create invoice Create Invoice with line items in ChartMogul
• Create plan Create Plan in ChartMogul
• Create transaction Create Transaction in ChartMogul
• Get MRR Get MRR in ChartMogul
• Get customer Get Customer in ChartMogul
• Get customer churn count Get number of customer churns in ChartMogul
• Get customer count Get number of customers in ChartMogul
• Get invoices by customer Get Invoices by customer in ChartMogul
• Get subscription by customer Get Subscription by customer in ChartMogul
• Search plan Search Plan in ChartMogul
• Update customer Update Customer in ChartMogul

Browse more in

• Data & Business Intelligence

What you can automate

• When a new meeting is booked in Chili Piper, create a GetAccept deal room automatically
• When a GetAccept document is signed, assign the customer to a Chili Piper queue for onboarding

Available connections

GetAcceptChili PiperChili PiperGetAccept

Triggers in GetAccept

Actions in Chili Piper

• Assign user to Queue Assign user to a Queue in Chili Piper
• Delete user Delete user from Chili Piper
• Get user Get user via ID in Chili Piper
• List queues List queues in Chili Piper
• List users List users in Chili Piper
• List users in Queue List users in Queue in Chili Piper
• Search users Search users in Chili Piper
• Unassign user from Queue Unassign user from Queue in Chili Piper

Browse more in

• Productivity & Collaboration

Available connections

GetAcceptClarizen GoClarizen GoGetAccept

Triggers in GetAccept

Actions in Clarizen Go

• Create task Create task in Clarizen Go
• Custom action Custom action in ClarizenGo
• Search records Search records in Clarizen Go
• Update task Update task in Clarizen Go

Browse more in

• Productivity & Collaboration

What you can automate

• When Crossbeam surfaces a partner overlap, automatically create a GetAccept deal room
• When a GetAccept deal closes, search Crossbeam to log the win against partner data

Available connections

GetAcceptCrossbeam

Triggers in GetAccept

Actions in Crossbeam

• Get partners Get your partners in Crossbeam
• Get report data Get report data in Crossbeam from one of your reports
• Get reports Get your reports in Crossbeam
• Search partner records by record type and ID Searches all your partner record data in Crossbeam for overlaps with a given record type and ID (found from the Search Record actions)
• Search record by domain Search your record data in Crossbeam with a matching domain
• Search record by email Search your record data in Crossbeam for a record with a matching email
• Search record by ID Searches your record data in Crossbeam with a matching ID

Browse more in

• Data & Business Intelligence

What you can automate

• When a GetAccept document is signed, update the Deal Cloud deal record
• When a new Deal Cloud record is created, trigger a GetAccept proposal

Available connections

GetAcceptDeal CloudDeal CloudGetAccept

Triggers in GetAccept

Actions in Deal Cloud

• Search records (Advanced) Search records (Advanced) in DealCloud
• Create record Create record in DealCloud
• Create record (Bulk) Create record in DealCloud (Bulk)
• Custom action Custom action in DealCloud
• Delete record Delete record in DealCloud
• Get record details by ID Get record details by ID in DealCloud
• Search records Search records in DealCloud
• Update record Update record in DealCloud
• Update record (Bulk) Update record in DealCloud (Bulk)

Browse more in

• Sales
• Payments & Finance

What you can automate

• When a deal is ready, generate a Formstack document and send it via GetAccept for signature
• When a Formstack Documents event fires, trigger a GetAccept document send

Available connections

GetAcceptFormstack DocumentsFormstack DocumentsGetAccept

Triggers in GetAccept

Actions in Formstack Documents

• Custom action Custom action in Formstack (Custom)
• Download file Download file in Formstack
• Get record details by ID Get record by ID in Formstack

Browse more in

• Sales

What you can automate

• When a GetAccept deal room is created, enrich the prospect's contact details via FullContact
• When a GetAccept contact is created, verify and enrich their email with FullContact

Available connections

GetAcceptFullContact

Triggers in GetAccept

Actions in FullContact

• Get contact details Get contact details from FullContact
• Verify email Verify email using FullContact

Browse more in

• Data & Business Intelligence

What you can automate

• When a new Gravity Forms entry is submitted, trigger a GetAccept deal room
• When a qualifying Gravity Forms entry arrives, automatically send a GetAccept proposal
• When a GetAccept document is signed, create a Gravity Forms entry to log the deal

Available connections

GetAcceptGravity FormsGravity FormsGetAccept

Triggers in GetAccept

Actions in Gravity Forms

• Create entry Create entry in Gravity Forms
• Custom action Custom action in Gravity Forms
• Get entry Get entry by ID in Gravity Forms
• Get form by ID Get a form by ID in Gravity Forms
• List forms List all forms in Gravity Forms
• Search entries Search entries in Gravity Forms
• Update entry Update entry in Gravity Forms

Browse more in

• Sales
• Marketing

What you can automate

• When a GetAccept contract is signed, create a Kenandy order object for manufacturing
• When a Kenandy object is created or updated, trigger a GetAccept document for review

Available connections

GetAcceptKenandyKenandyGetAccept

Triggers in GetAccept

Actions in Kenandy

• Custom action Custom action in Kenandy (Custom)
• Create object Create object in Kenandy
• Get related objects Get related object list in Kenandy
• Search objects Search for objects in Kenandy
• Update object Update object in Kenandy

Browse more in

• ERP

What you can automate

• When a GetAccept document is signed, create a record in your Knack database
• When a new Knack record is created, trigger a GetAccept proposal for the contact

Available connections

GetAcceptKnackKnackGetAccept

Triggers in GetAccept

Actions in Knack

• Create record Create record in Knack
• Get record by ID Get record by ID in Knack
• Search record Search for record in Knack
• Update record Update record in Knack

Browse more in

• Data & Business Intelligence

What you can automate

• When a new partner applies in PartnerStack, send a partner agreement via GetAccept
• When a GetAccept partner agreement is signed, approve the application in PartnerStack
• When a PartnerStack event fires, trigger a GetAccept document for the relevant partner

Available connections

GetAcceptPartnerStackPartnerStackGetAccept

Triggers in GetAccept

Actions in PartnerStack

• Approve/decline application Approve or decline an application in PartnerStack
• Assign partner team member to record Assign partner team member to record in PartnerStack
• Convert Object Convert record in PartnerStack
• Create record Create record in PartnerStack
• Create Transaction Create a transaction record in PartnerStack
• Custom Action Custom action in PartnerStack
• Delete record Delete record in PartnerStack
• Get record Get record in PartnerStack
• Get record attachment details Get record attachment details in PartnerStack
• Get record attachment list Get record attachment list in PartnerStack
• Get partnership links Get all links for a partnership, including team members'links in PartnerStack
• Modify tags Modify tags in PartnerStack
• Search records Search records in PartnerStack
• Update record Update record in PartnerStack
• Update stage Update stage for record in PartnerStack

Browse more in

• Sales

What you can automate

• When a GetAccept contract is signed, create a Rocketlane onboarding project automatically
• When a Rocketlane account is updated, send a GetAccept progress update document to the customer

Available connections

GetAcceptRocketlaneRocketlaneGetAccept

Triggers in GetAccept

Actions in Rocketlane

• Add attachment to invoice Add attachment to invoice in Rocketlane
• Archive Project Archive Project in Rocketlane
• Create Account Create Account in Rocketlane
• Create Financials Budget Create Financials Budget in Rocketlane
• Create Line item Create Line item in Rocketlane
• Add payment/write-off record to an invoice Add payment/write-off record to an invoice in Rocketlane
• Create Project Create Project in Rocketlane
• Post Project Message Post Project Message in Rocketlane
• Create Salesforce Resource Mapping Create Salesforce Resource Mapping in Rocketlane
• Create Task Create Task in Rocketlane
• Post Task message Post Task message in Rocketlane
• Create Time Off Create Time Off in Rocketlane
• Delete Project Delete Project in Rocketlane
• Import Templates to Project Import Templates to Project in Rocketlane
• Notify User Notify User in Rocketlane
• Search Account Search Account in Rocketlane
• Search Invoice Search Invoice in Rocketlane
• Search Project Search Project in Rocketlane
• Search Project Financials Budget Search Project Financials Budget in Rocketlane
• Search Task Search Task in Rocketlane
• Update Account Update Account in Rocketlane
• Update Invoice Update Invoice in Rocketlane
• Update Line item Update Line item in Rocketlane
• Update Project Update Project in Rocketlane
• Update Task Update Task in Rocketlane

Browse more in

• Support & Success

What you can automate

• When a new Shopware customer record is created, send a GetAccept B2B agreement
• When a GetAccept agreement is signed, update the corresponding Shopware customer record

Available connections

GetAcceptShopwareShopwareGetAccept

Triggers in GetAccept

Actions in Shopware

• Custom action Custom action in Shopware (Custom)
• Bulk edit entities Bulk Bulk edit record in Shopware
• Create record Create record in Shopware.
• Get record details by ID Get details of specific record in Shopware
• Search records (GET) Search records in Shopware
• Search records (POST) Search records in Shopware
• Update record Update record in Shopware

Browse more in

• Marketing

What you can automate

• When a GetAccept contract is signed, create a WorkflowMax job for the new project
• When a GetAccept document is signed, create a WorkflowMax contact for the customer

Available connections

GetAcceptWorkflow Max

Triggers in GetAccept

Actions in Workflow Max

• Create contact Create Contact in WorkflowMax
• Get all suppliers Get all suppliers in WorkflowMax
• Get client details by UUID Get client details by UUID in WorkflowMax
• Get contact details by UUID Get Contact by UUID in WorkflowMax
• Get current invoices Get current invoices in WorkflowMax
• Get current quotes Get current quotes in WorkflowMax
• Get invoice by number Get invoice details by invoice number in WorkflowMax
• Get inovice payments Get payments of invoice in WorkflowMax
• Get job invoices Get list of invoices for a specific job in WorkflowMax
• Get quote by number Get quote details by quote number in WorkflowMax
• Get supplier contact by UUID Get supplier contact by UUID in WorkflowMax
• Get supplier details by UUID Get supplier by UUID in WorkflowMax
• Search clients Search clients in WorkflowMax
• Search invoices Search invoices for given date range in WorkflowMax
• Search quotes Search issued quotes for given date range inWorkflowMax
• Update contact Update Contact by UUID in WorkflowMax

Browse more in

• Productivity & Collaboration

What you can automate

• Before sending a GetAccept proposal, verify the recipient's email with ZeroBounce
• When a batch of GetAccept recipients is imported, validate all emails via ZeroBounce

Available connections

GetAcceptZeroBounce

Triggers in GetAccept

Actions in ZeroBounce

• Custom action Custom action in (Custom)
• Verify email Zero Bounce

Browse more in

• Marketing

What you can automate

• When a Form Assembly form is submitted, trigger a GetAccept proposal for the contact
• When a qualifying Form Assembly response arrives, create a GetAccept deal room

Available connections

GetAcceptForm Assembly

Triggers in GetAccept

Actions in Form Assembly

• Custom action Custom action in FormAssembly (Custom)
• Get connector details by ID Get connector details in FormAssembly
• List connectors List connectors in FormAssembly
• List forms List forms in FormAssembly

Browse more in

• Sales
• Marketing

What you can automate

• When a GetAccept document is signed, add a record to your Kintone app
• When a GetAccept deal room is updated, update the matching Kintone record

Available connections

GetAcceptKintone (Lite)

Triggers in GetAccept

Actions in Kintone (Lite)

• Custom action Custom action in Kintone-lite (Custom)
• Add record Adds 1 record to an App.
• Delete record Delete 1 record in an app.
• Get record Retrieves details of 1 record from an App by specifying the App ID and Record ID.
• Get records Retrieves details of multiple records from an App by specifying the App ID and a query string.
• Update record Updates details of 1 record in an App by specifying its record number.

Browse more in

• Data & Business Intelligence

What you can automate

• When a GetAccept document is signed, move the related Pipefy card to the next phase
• When a Pipefy card reaches the proposal phase, trigger a GetAccept document send
• When a Pipefy card is marked done, send a GetAccept contract to the customer

Available connections

GetAcceptPipefyPipefyGetAccept

Triggers in GetAccept

Actions in Pipefy

• Custom action Custom action in Pipefy (Custom)
• Create card Create Card in Pipefy
• Create record Create a Database record in Pipefy
• Delete card Delete card in Pipefy
• Delete record Delete record in Pipefy
• Get a card by ID Get a card by ID in Pipefy
• Get cards by field Get cards by field in Pipefy
• Get cards by phase Get cards by phase in Pipefy
• Get cards by title Get cards by title in Pipefy
• Get a record by ID Get a record by ID in Pipefy
• Get records Get records in Pipefy
• Get records by field Get records by field in Pipefy
• Move card Move card in Pipefy
• Update card Update card in Pipefy
• Update record Update record in Pipefy

Browse more in

• Productivity & Collaboration

What you can automate

• When a ProntoForms submission is completed in the field, trigger a GetAccept proposal
• When a GetAccept document is signed, dispatch a ProntoForms follow-up form to the customer

Available connections

GetAcceptProntoFormsProntoFormsGetAccept

Triggers in GetAccept

Actions in ProntoForms

• Dispatch form Dispatch form in Prontoforms

Browse more in

• Sales
• Marketing

What you can automate

• When a GetAccept deal closes, create an invoice in Rev Ops for the new customer
• When a Rev Ops deal change event fires, trigger a GetAccept document for the account

Available connections

GetAcceptRev OpsRev OpsGetAccept

Triggers in GetAccept

Actions in Rev Ops

• Calculate Usage and Cost Calculate usage and cost in RevOps
• Create Account Creates and verifies payable accounts in RevOps
• Create Invoice Create an invoice in RevOps
• Create or Update UsageEvent Create or update usage event in RevOps
• Create Plan Create plan in RevOps
• Delete Account Delete account in RevOps
• Void Invoice Void an invoice in RevOps
• Get Account Instance Get a account in RevOps
• Get Deal Instance Get a deal in RevOps
• Get Invoice Instance Get a invoice in RevOps
• Get List of Accounts Get a list of accounts in RevOps
• Get List of Deals Get a list of deals in RevOps
• Get List of Invoices Get a list of invoices in RevOps
• Get List of Plans Get a list of plans in RevOps
• Get List of Usage Events Get a list of usage events in RevOps
• Get Plan Instance Get a plan in RevOps
• Get Usage Event Instance Get a usage event in RevOps
• Send Invoice Notification Send an invoice notification in RevOps
• Invoice Payment Charge an invoice in RevOps
• Update Account Update account in RevOps
• Update Invoice Create an invoice in RevOps
• Update Plan Update plan in RevOps

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• Sales

What you can automate

• When an Agiloft contract is ready for signature, send it via GetAccept for e-signing
• When a GetAccept document is signed, update the contract status in Agiloft
• When a new Agiloft record is created, trigger a GetAccept document for review

Available connections

GetAcceptAgiloftAgiloftGetAccept

Triggers in GetAccept

Actions in Agiloft

• Create record Create record in Agiloft
• Custom action Custom action in Agiloft
• Delete record Delete record in Agiloft
• Get attachment Get attachment from record in Agiloft
• Get metadata Get metadata in Agiloft connector
• Remove attachment Remove attachment from record in Agiloft
• Search records Search records in Agiloft
• Update record Update record in Agiloft
• Upload attachment Upload attachment into record in Agiloft
• Upsert record Upsert record in Agiloft

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• Other

What you can automate

• When a GetAccept document is signed, send an SMS confirmation to the customer via ClickSend
• When a GetAccept document is ready to sign, send an SMS reminder via ClickSend
• When an inbound ClickSend SMS arrives from a prospect, trigger a GetAccept deal room

Available connections

GetAcceptClickSend SMSClickSend SMSGetAccept

Triggers in GetAccept

Actions in ClickSend SMS

• Send MMS Send MMS with ClickSend
• Send SMS Send SMS with ClickSend

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• Other

What you can automate

• When a new business card is scanned in Sansan, create a GetAccept deal room for the contact
• When a Sansan contact record is updated, sync the changes to the GetAccept contact

Available connections

GetAcceptSansanSansanGetAccept

Triggers in GetAccept

Actions in Sansan

• Custom action Custom action in (Custom)
• 名刺情報を取得 Get 名刺情報 in Sansan
• 名刺情報を検索 Search for 名刺情報 in Sansan

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• Other

What you can automate

• When a GetAccept contract is signed, create a sales order object in AscentERP
• When an AscentERP object is created, trigger a GetAccept document for manufacturing sign-off

Available connections

GetAcceptAscentERPAscentERPGetAccept

Triggers in GetAccept

Actions in AscentERP

• Custom action Custom action in AscentERP (Custom)
• Create object Create object in AscentERP
• Get related objects Get related object list in AscentERP
• Search objects Search for objects in AscentERP
• Update object Update object in AscentERP

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• ERP

What you can automate

• When Docparser extracts data from an incoming document, trigger a GetAccept proposal
• When a GetAccept document is received, pass it to Docparser for structured data extraction

Available connections

GetAcceptdocparserdocparserGetAccept

Triggers in GetAccept

Actions in docparser

• Custom action Custom action in docparser (Custom)
• Fetch document from URL Fetch document from URL in docparser

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• Data & Business Intelligence

What you can automate

• When a GetAccept document is signed, send a transactional confirmation email via Mailazy
• When a GetAccept deal room expires, send a re-engagement email via Mailazy

Available connections

GetAcceptMailazy

Triggers in GetAccept

Actions in Mailazy

• Send Email Send Email with Mailazy Email API and SMTP.

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• Marketing

What you can automate

• When a GetAccept contract is signed, trigger a BMC Innovation Suite workflow for the new customer
• When a BMC Innovation Suite case is updated, send a GetAccept document for resolution sign-off

Available connections

GetAcceptBMC Innovation SuiteBMC Innovation SuiteGetAccept

Triggers in GetAccept

Actions in BMC Innovation Suite

• Get all ticket statuses Get all ticket statuses in BMC Innovation Suite
• Get case by ID Get case by ID in BMC Innovation Suite
• Get person by ID Get person by ID in BMC Innovation Suite
• Get questions by case ID Get questions by case ID in BMC Innovation Suite
• Get reasons by ticket status ID Get reasons by ticket status ID in BMC Innovation Suite
• Search case Search case in BMC Innovation Suite
• Update case Update case in BMC Innovation Suite

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• Other

What you can automate

• When a document needs to be merged or converted, use ConvertAPI and then send via GetAccept
• When a GetAccept document is signed, convert it to a different format via ConvertAPI

Available connections

GetAcceptConvertAPI

Triggers in GetAccept

Actions in ConvertAPI

• Merge PDF file Merge PDF files in ConvertAPI
• Split PDF file Split PDF file in ConvertAPI

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• Other

What you can automate

• When a GetAccept document is signed, update the contact or deal in Kizen
• When a new Kizen record is created, trigger a GetAccept proposal

Available connections

GetAcceptKizenKizenGetAccept

Triggers in GetAccept

Actions in Kizen

• Custom action Custom action in Kizen (Custom)
• Create object Create object in Kizen
• Update object Update object in Kizen

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• CRM
• Sales

What you can automate

• When a deal is created, generate a PDF with PDFMonkey and send it via GetAccept for signature
• When a PDFMonkey document is generated, automatically trigger a GetAccept send

Available connections

GetAcceptPDFMonkeyPDFMonkeyGetAccept

Triggers in GetAccept

Actions in PDFMonkey

• Delete Document Deletes a Document in PDFMonkey
• Generate Document Generates a Document in PDFMonkey

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• Sales

What you can automate

• When a document is uploaded to ABBYY Vantage, extract the data and create a GetAccept deal room
• When ABBYY Vantage processes an inbound contract, trigger a GetAccept action based on the extracted data

Available connections

GetAcceptAbbyy Vantage

Triggers in GetAccept

Actions in Abbyy Vantage

• Get results Get the results in ABBYY Vantage
• Get skills Get skills in ABBYY Vantage
• Get transaction status Get transaction status in ABBYY Vantage
• Upload document Upload document in ABBYY Vantage

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• Other

Endless possibilities with our powerful API

Unleash the full potential of GetAccept with our API. Designed for high-scale usage and enterprise-grade security, our API integrates easily with your existing systems, giving you the freedom to automate and innovate without limits.

Johnathan Enslin

Sales Executive & Backend Developer @ Sonic Telecoms

Discover our API

Create document

const axios = require("axios");
const token = "YOUR_TOKEN";
const data = {
  name: "My first document",
  file_url:
    "https://www.w3.org/WAI/ER/tests/xhtml/testfiles/resources/pdf/dummy.pdf",
  recipients: [\
    {\
      first_name: "John",\
      last_name: "Doe",\
      email: "john@example.com",\
      role: "signer",\
    },\
  ],
  custom_fields: [\
    { id: "x129dba", value: "Freemont" },\
    { name: "Delivery state", value: "CA" },\
  ],
  is_automatic_sending: false,
};
axios
  .post("https://api.getaccept.com/v1/documents", data, {
    headers: {
      Authorization: `Bearer ${token}`,
      "Content-Type": "application/json",
    },
  })
  .then((response) => console.log(response.data))
  .catch((error) =>
    console.error(
      "Error",
      error.response ? error.response.data : error.message,
    ),
  );

Frequently asked questions

• Which tools or systems do you connect with?

GetAccept connects with over 600+ tools such as Google Sheets, Slack, Zoom, and many more as well as deeper integrations with major CRM’s like Salesforce, HubSport, Microsoft Dynamics and Pipedrive. You can check out all the tools we connect with on our integration and automation page.

• What are the most common automations?

The most common automations with GetAccept are Bulk Sendouts (instant or polled), automated follow-up documents, automated notifications, auto-triggering CRM updates, and auto-sending of a document from a custom trigger.

• What is a use case of a workflow?

One use case is to increase user adoption and reduce invoicing problems. You could use e-signing of a contract as a trigger for two follow up actions: action one would automatically send an onboarding guide to your newly signed customer (thus increasing user adoption) and the second action would be to send a custom notification, via slack for example, to the finance team with an update on the deal and a link to invoicing details to ensure payment can be processed as soon as possible.

• What are the benefits of automating workflows?

The main benefits of automating workflows are to reduce time-wasting and eliminate errors. According to a Trends in Workflow automation report from Salesforce, 75% of technical leaders see time savings equivalent at at least four hours per 40-hour weeks with automation.

• What if I don’t find an integration or automation with GetAccept?

You can integrate GetAccept into your own IT environment. Read more about our API and get in touch with our API experts to find the best solution together.

Start wowing buyers and hitting quotas now

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