Use the GetAccept connector to automate sales document engagement and signing.
Integrating your application with GetAccept lets you use these operations in an automation. It exposes 13 actions and 2 triggers, listed below. Add the connector from the Connections area, authenticate, then select its operations in the automation builder. Capabilities: actions, triggers.
Authentication
Before you begin, make sure you have the following information:
Connection Name: Choose a meaningful name for your connection. This name helps you identify the connection within your application or integration settings.
Authentication Type: The authentication method for this connector is defined in the connection setup. Select the connector in the Connections area to see the fields it requires.
Actions
Action Name | Description |
|---|---|
Create contact | Create a new contact in GetAccept |
Download file | Downloads file from GetAccept |
Get document details | Gets document details from GetAccept |
Get document recipients | Gets document recipients from GetAccept |
Get user details | Gets user details from GetAccept |
Get user statistics | Gets user statistics from GetAccept |
List contacts | Lists contacts in GetAccept |
List templates | Lists templates in GetAccept |
List users | Lists users in GetAccept |
Seal document getaccept | Seals a document in GetAccept |
Search documents | Searches for a document in GetAccept |
Upload attachment | Uploads an attachment to GetAccept |
Upload Document | Uploads a document to GetAccept |
Triggers
Trigger Name | Description |
|---|---|
Document event | Triggers when a document event occurs in GetAccept |
Document signed | Triggers when a document is signed in GetAccept |