GetAccept and Salesflare
How to connect GetAccept
- Via Zapier — 18 operations available. Set it up ↗
- Via Make — 14 modules available. Set it up ↗
What you can automate
- When new Documents Reviewed in GetAccept, create an internal note in Salesflare.
About GetAccept
GetAccept is a cloud solution where you design, send, track and promote your proposals to win and get more deals signed digitally.
GetAccept operations on Zapier
Triggers (7)
Start a workflow when this happens
- Document Commented — Triggers when a document receive a new comment
- Document Rejected — Triggers when a document has been rejected by any recipient
- Document Reviewed — Triggers when a document has been reviewed by a recipient.
- Document Sent — Triggers when a document has been sent out to recipients.
- Document Signed — Triggers when a document has been signed by all signing parties.
Show 2 more triggers
- Document Viewed — Triggers when a document is viewed/opened for the first time by a recipient.
- New Document — Triggers when a new document is created.
Actions (9)
Things Salesflare can make it do
- Archive Document — Upload a signed document to the archive or contract management module
- Create Contact — Creates a new contact to use later for document sendings.
- Create Document — Creates a new document and sends for signing.
- Create Document From Template — Creates a new document with fillable fields from a selected template and send it to one or multiple recipients for signing.
- Download Document — Downloads a document.
Show 4 more actions
- Get Document Field List — Get fields data in list format
- Seal Document — Seal a document that is currently in draft status
- Update Document Expiration — Update the expiration date and time for a document.
- Upload Document — Uploads a document.
Searches (2)
Look up existing records
- Get Document Fields — Get fields data associated with a document.
- Get Document Recipients — Get recipients data associated with a document.
GetAccept operations on Make
Triggers (4)
Start a workflow when this happens
- Watch Documents Created — Triggers when a new document has been created.
- Watch Documents Reviewed — Triggers when a document has been reviewed.
- Watch Documents Sent — Triggers when a document has been sent.
- Watch Documents Signed — Triggers when a document has been signed.
Actions (8)
Things Salesflare can make it do
- Create a Contact — Creates a new contact.
- Create a Document — Creates a new document.
- Create a Document from Template — Creates a document by the specified template ID.
- Delete a Document — Deletes a document specified by ID.
- Download a Document — Downloads a document specified by ID.
Show 3 more actions
- Get Document Details — Retrieves a single document specified by ID.
- Make an API Call — Performs an arbitary authorized API call.
- Upload a File — Uploads a file to be used for document creation.
Searches (2)
Look up existing records
- List Document Recipients — Gets a list of all recipients of a document specified by ID.
- Search Documents — Searches for documents or lists them all.
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