Adding a Filter to Your Zap | GetAccept Help Center

Adding a Filter to Your Zap

How to filter through data by creating an if...then statement

December 8, 2023

How to add a Filter to Your Zap


- To access the filter option, click on Make a Zap and you will be directed to another view where you can also build your Zap. - Once connected to your GetAccept account, you've chosen for instance in my example: Event New document. Click on the + symbol below and choose filter. - Here you can create a customized filter of what you want to happen for certain types of events. - You can choose different filters based on the Document that is being sent or the Recipient that is receiving the document. - To do this, you can choose for example: Only continue if... Document Sender Name - Text Contains - Document Recipients First name. - Click Continue to add the action application.

- To access the filter option, click on Make a Zap and you will be directed to another view where you can also build your Zap.

- Once connected to your GetAccept account, you've chosen for instance in my example: Event New document. Click on the + symbol below and choose filter.

- Here you can create a customized filter of what you want to happen for certain types of events.

- You can choose different filters based on the Document that is being sent or the Recipient that is receiving the document.

- To do this, you can choose for example: Only continue if... Document Sender Name - Text Contains - Document Recipients First name.

- Click Continue to add the action application.