# How to add a GetAccept Flow Template in Salesforce

Utilize a GetAccept Flow Template to automate your sales process

April 23, 2026

**Further extend your Salesforce integration with GetAccept by using one of our Flow templates.**

**Flow templates allow you to automate your business process in a quick and easy way.**

**This feature is available in version 2.12.0 and above of the GetAccept Salesforce integration. How to update your GetAccept for Salesforce:**

**[http://help.getaccept.com/en/articles/4686433-updating-getaccept-for-salesforce](https://help.getaccept.com/en/articles/4686433-updating-getaccept-for-salesforce)**

# How to add a flow template

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| 1. Log into your Salesforce account and ensure you have the right permissions for the changes that will be made.<br>   <br>2. Enter the Setup home screen.<br>   <br>3. Go to the "Flows" page under "Process Automation".<br>   <br>4. A list of available flows will be shown.<br>   <br>5. Select a GetAccept Flow Template (Note: GetAccept flow templates begin with GAXXX: Flow title)<br>   <br>6. Review the Flow template actions.<br>   <br>7. **Customize the template as needed.** Some examples of customizations that could be made include creating a post to "Chatter", creating a follow-up activity in Salesforce, and/or creating an Order from the Opportunity. Don't forget, there are many more possibilities for customizations to the GetAccept Flow templates to suit your business's process.<br>   <br>8. Activate the Flow.<br>   <br>_e.g. GA001: On Doc Signed - Flow template that will set the opportunity stage to "closed won" when a GetAccept document is signed._<br><br>   <br>**Please note: GetAccept will be adding more flow templates in the near future!** |