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.

  • Payments

    Accelerate your sales cycle. Connect deals and payments flawlessly

  • Marketing & Sales

    Capture Typeform responses and turn them into dynamic GetAccept documents

  • Payments

    Automate agreement to billing cycle for timely business operations

  • Productivity & Collaboration

    Empower sales with GetAccept-Slack sync. Drive deals with instant team updates

Stripe

Accelerate your sales cycle. Connect deals and payments flawlessly

GetAccept -_ Stripe
Stripe -_ GetAccept
Stripe -_ GetAccept -_ CRM

Overview

Automate your GetAccept and Stripe workflows to seamlessly integrate signed document management with payment processing. Automatically update Stripe transactions when documents are signed in GetAccept, enhancing your billing operations and ensuring timely payments.

Typeform

Capture Typeform responses and turn them into dynamic GetAccept documents

Typeform -_ GetAccept
Typeform -_ GetAccept -_ CRM

Overview

Boost efficiency by automating Typeform and GetAccept together. Automatically convert new Typeform entries into personalized documents in GetAccept, streamlining processes like proposal and contract generation, thus accelerating business transactions and ensuring precision

Chargebee

Automate agreement to billing cycle for timely business operations

Chargebee -_ GetAccept
Chargebee -_ GetAccept
Chargebee -_ GetAccept -_ CRM

Overview

Close deals in GetAccept, then trigger invoicing and subscription updates in Chargebee, ensuring a smooth transition from signed agreements to revenue recognition. This synergy drives efficient, error-free billing processes, crucial for growing businesses

Slack

Empower sales with GetAccept-Slack sync. Drive deals with instant team updates

GetAccept -_ Slack
Slack -_ GetAccept
Slack -_ GetAccept -_ CRM

Overview

Unleash the synergy between GetAccept and Slack for a cohesive sales journey. Effortlessly align your team on deals progress and close rates with instant notifications in Slack for every GetAccept milestone. This powerful combo automates updates, fostering collaboration and propelling sales forward

Improve efficiency & ensure precision

Streamlined efficiency

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.

Precision at scale

Precision at scale

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

Improve business velocity

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.

  • A whole new level of scale

    "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."

     William Imperiale - Product Manager

    William Imperiale

    Product Manager, Labaton Sucharow

    Read more
  • Unlimited possibilities

    "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."

     Johnathan Enslin - Sales Executive & Backend Developer

    Johnathan Enslin

    Sales Executive & Backend Developer, Sonic Telecoms

    Read more
  • Slash down on admin work

    “We’ve managed to save over 10 hours of admin work per week thanks to the GetAccept Automation between HubSpot and Chargebee. It creates recurring revenue we enjoy continuously."

     Tommaso Centonze - COO

    Tommaso Centonze

    COO, Smartpricing

    Read more

Smart automations, smarter sales

Follow-ups
Custom-triggers
Auto-send documents
Auto-triger CRM & ERP updates

Push automated follow-up documents and notifications via email, chat, and more. For example, trigger your payment workflow by sending an invoice to customers after a contract is signed.

Create actions around your business inquiry forms to trigger a sendout from a GetAccept template. The input form data will populate the document.

Deliver mass sendouts to your email lists, directly upon completion of an action or at a scheduled time, so you can increase your reach and eliminate human error.

Trigger actions to update records and ensure accuracy in your system, or trigger actions to GetAccept, initiating a sendout, populating it with data from your system, and delivering it to your customer.

Smart automations, smarter sales

Push automated follow-up documents and notifications via email, chat, and more. For example, trigger your payment workflow by sending an invoice to customers after a contract is signed.

Follow-ups

Create actions around your business inquiry forms to trigger a sendout from a GetAccept template. The input form data will populate the document.

Custom-triggers

Deliver mass sendouts to your email lists, directly upon completion of an action or at a scheduled time, so you can increase your reach and eliminate human error.

Auto-send documents

Trigger actions to update records and ensure accuracy in your system, or trigger actions to GetAccept, initiating a sendout, populating it with data from your system, and delivering it to your customer.

Auto-triger CRM & ERP updates

Your entire tech stack, seamlessly connected

GetAccept’s Automations efficiently connect your essential software, turning isolated tools into a unified, productive framework. Enhance every phase of your operations from sales to project management with streamlined processes that save time and reduce complexity.

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GetAccept connects with

Get in touch with us today and learn how to combine the power of a digital sales room with to improve buyer experience and work efficency

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The Fastest & Easiest eSignature API on the Market

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Enhance your CRM using GetAccept Digital Sales Rooms

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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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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.