Automate your document processes
Integrate GetAccept with any of your softwares to create newly automated workflows that will remove repetitive tasks from your sales team, allowing them to focus on finding and closing more deals.
Use triggers and actions to build Zaps
GetAccept has triggers that can launch your new or old Zaps. Use your documents’ statuses, such as sent, viewed, or signed, to begin an automated workflow. GetAccept also has many actions to enhance your Zaps, such as automatically sending a template to a recipient. This makes it easy to add assets and personal touches throughout your sales cycle.
Seamlessly transfer data between apps
Since Zapier allows you to take data from one platform and pass it through your zap, you can collect information in a form, populate a GetAccept template with the answers, and send it out automatically. You can also collect data from your recipients of your GetAccept templates and populate your CRM fields with their entries. This helps ensure that you have consistent data throughout your sales stack.
Initiate approval workflows for contracts
Add a level of automation around your contract management process by connecting any trigger to GetAccept and automatically launching your template workflow. On your template you can create any internal approval workflow before sending your contract off to your client. This enables you to keep full control of your contracts, while still saving time by automating the process.
