Zapier

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.

Want to learn more about integrations?
Read our integration guide here.