GetAccept Integrations | Connect your tech stack and accelerate sales

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.

William Imperiale

Product Manager @ Labaton Sucharow

“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.”

Read story

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,
    ),
  );

Discover GetAccept's Automations

Eliminate manual tasks and connect your entire tech stack with user-friendly workflows that propel your sales forward.

Categories

Productivity & Collaboration
Marketing
Payments & Finance
Sales
Data & Business Intelligence
Support & Success
Other
Human Resources
ERP
CRM

Clear all filters

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

No automations match your filters.

Clear all filters

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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)

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

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

Browse more in

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

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

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

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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.

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

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

Browse more in

Other

Want to sell smarter? Start here!

\ \ An end-of-year look at how CRM integrations finally caught up with how modern sales teams actually sell](/content/blog/an-end-of-year-look-at-how-crm-integrations-finally-caught-up-with-how-modern-sales-teams-actually-sell/index.html)

.png)\ \ AI that actually understands your deal — introducing GetAccept for Agentforce](/content/blog/ai-that-actually-understands-your-deal-introducing-getaccept-for-agentforce/index.html)

\ \ 5 ways event-based CRM sync helps sales teams save time and cut manual work](/content/blog/5-ways-event-based-crm-sync-helps-sales-teams-save-time-and-cut-manual-work/index.html)

\ \ How to use proposal software for Pipedrive to close deals faster](/content/blog/proposal-software-pipedrive/index.html)

See GetAccept in action

During your personalized live demo, we’ll show you how to boost your win rates and wow your customers with the best digital sales experience.

Fill out the form

Schedule a time

Attend the demo