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URL: https://www.getaccept.com/automations

⇱ Automations to and from your Digital Sales Room | GetAccept


Supercharge your sales engine with GetAccept's automations

Say goodbye to manual processes and hello to GetAccept’s tailored automations. Perfect for businesses evolving past basic automation tools, we bridge the gap to advanced, yet user-friendly workflows that propel your sales forward.

Improve efficiency & ensure precision

Streamlined efficiency

Cut the manual admin to a minimum. Give your team back hours every month with automations that let them focus on closing deals, not clerical work.

Improve business velocity

Stay ahead with instant actions. Accelerate deal momentum with automations that trigger the right actions at the right time, seizing every opportunity.

Precision at scale

Let precision be your standard. Automate routine tasks to reduce human error and streamline maintenance, keeping your operations running smoothly.

Let's build your perfect workflow together

Craft an automation suite that’s as unique as your business. Without the hassle of complex setups, our experts are here to build a streamlined workflow that feels custom-made and works flawlessly.

Your entire tech stack, seamlessly connected

Enhance every phase of your operations from sales to project management with streamlined processes that save time and reduce complexity.

  • Productivity & Collaboration
  • Marketing
  • Payments & Finance
  • Sales
  • Data & Business Intelligence
  • Support & Success
  • Other
  • Human Resources
  • ERP
  • CRM
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Endless possibilities with our powerful API

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.

Johnathan Enslin

Sales Executive & Backend Developer @ Sonic Telecoms

“My absolute favorite part is the API. The amount of power that gives to an organization is virtually unlimited... seamless integrations into other systems, reporting, user metrics, dashboards, and updates to the CRM/deals.”

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, ), );

Frequently asked questions

  • GetAccept connects with over 600+ tools such as Google Sheets, Slack, Zoom, and many more as well as deeper integrations with major CRM’s like Salesforce, HubSport, Microsoft Dynamics and Pipedrive. You can check out all the tools we connect with on our integration and automation page.
  • The most common automations with GetAccept are Bulk Sendouts (instant or polled), automated follow-up documents, automated notifications, auto-triggering CRM updates, and auto-sending of a document from a custom trigger.
  • One use case is to increase user adoption and reduce invoicing problems. You could use e-signing of a contract as a trigger for two follow up actions: action one would automatically send an onboarding guide to your newly signed customer (thus increasing user adoption) and the second action would be to send a custom notification, via slack for example, to the finance team with an update on the deal and a link to invoicing details to ensure payment can be processed as soon as possible.
  • The main benefits of automating workflows are to reduce time-wasting and eliminate errors. According to a Trends in Workflow automation report from Salesforce, 75% of technical leaders see time savings equivalent at at least four hours per 40-hour weeks with automation.
  • You can integrate GetAccept into your own IT environment. Read more about our API and get in touch with our API experts to find the best solution together.

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