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Integrations
How we can connect to the rest of your software stack
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76 articles in this collection
Written by
Jonas Blanck,
Samir Smajic,
Alan Sincich
and 3 others
CRM Chrome Extension (Hubspot, Pipedrive, LimeGo, Freshsales, Upsales)
Changing how we use permissions in our Hubspot integration
Migrating from user level permissions to app level permissions in our Hubspot integration
Written by
James McShane
Updated over a week ago
Use Pricing Tables within Hubspot
Learn how to connect Hubspot Line Item data to GetAccept pricing tables.
Written by
Tarek Elghawaby
Updated over a week ago
Hubspot Workflow - Update Deal stage on Document Signed
Use workflow triggers in Hubspot to update Deal stage based on GetAccept document signed event
Written by
Tarek Elghawaby
Updated over a week ago
Connect to your CRM
What you can expect when connecting GetAccept to your CRM
Written by
Alan Sincich
Updated over a week ago
Downloading the Chrome Extension
How to install the GetAccept Chrome Extension for your CRM
Written by
Alan Sincich
Updated over a week ago
Logging into the Chrome Extension
Logging in or creating an account in the GetAccept Extension
Written by
Alan Sincich
Updated over a week ago
Creating a Sendout from the Extension
How to begin creating a new document to send in the extension
Written by
Alan Sincich
Updated over a week ago
Adding Recipients in the Extension
How to add recipients to send the document to
Written by
Alan Sincich
Updated over a week ago
Uploading your Document in the Extension
How to upload a document or GetAccept template to send out
Written by
Alan Sincich
Updated over a week ago
Google Doc Preview - Editing from CRM
Editing a Google Doc from our Hubspot or Pipedrive integration
Written by
Tarek Elghawaby
Updated over a week ago
Adding Video to Your Doc in the Extension
How to add a personal introductory video to your document
Written by
Alan Sincich
Updated over a week ago
Editing the Email Message in the Extension
How to edit the doc name, subject line, and message of the email
Written by
Alan Sincich
Updated over a week ago
Delivering your Sendout in the Extension
How to send out and create a follow up task in your CRM
Written by
Alan Sincich
Updated over a week ago
Delivering Documents by Sharing a Link with GetAccept Chrome Extensions
How to send documents out using a provided URL using GetAccept Chrome extensions for Pipedrive, HubSpot, Freshsales, Upsales and LimeGo
Written by
Tarek Elghawaby
Updated over a week ago
Viewing a Sent Doc from the Extension
How to view the analytics and status of the sent document
Written by
Alan Sincich
Updated over a week ago
How to Use Editor Custom Merge Tags
Learn how to add custom CRM merge tags within the inline editor
Written by
Alan Sincich
Updated over a week ago
Auto-Populating a GetAccept Template
How to auto fill a GetAccept template with data from your CRM
Written by
Alan Sincich
Updated over a week ago
Use the Google Docs Editor in Your CRM
How to edit your Google Docs from within your CRM
Written by
Alan Sincich
Updated over a week ago
Hubspot extension troubleshooting
How to fix errors related to the hubspot extension
Written by
Simon Månsson Kolodziej
Updated over a week ago
Trigger HubSpot workflows from a GetAccept document
Use smart workflow triggers in Hubspot based on document actions
Written by
Alan Sincich
Updated over a week ago
Close CRM
Connect to Close CRM
How to integrate Close to GetAccept
Written by
Alan Sincich
Updated over a week ago
Microsoft Dynamics 365
Merging MS Dynamics Data into Templates
How to auto-populate your GetAccept template with MS Dynamics data
Written by
Tarek Elghawaby
Updated over a week ago
Use Pricing Tables within Microsoft Dynamics
Learn how to connect Microsoft Dynamics Product data to GetAccept pricing tables.
Written by
Tarek Elghawaby
Updated over a week ago
Microsoft Dynamics 365 Installation
The Microsoft Dynamics 365 integration to GetAccept allows you to send and track documents from your record in Microsoft Dynamics 365
Written by
Samir Smajic
Updated over a week ago
New Salesforce Integration
Finding files in Global folder in Salesforce
Setup to use globally available files within the GetAccept integration in Salesforce
Written by
James McShane
Updated over a week ago
Use Pricing Tables within Salesforce
Learn how to connect Salesforce CPQ data to GetAccept pricing tables.
Written by
Alan Sincich
Updated over a week ago
Capturing Recipient Filled Data in Salesforce
It is now possible to let your recipients fill in data in a GetAccept document and have that data saved back into Salesforce
Written by
James McShane
Updated over a week ago
Map new stakeholders with GetAccept and salesforce leads
Learn how you can capture information into Salesforce on contacts that get forwarded a GetAccept document
Written by
James McShane
Updated over a week ago
The GetAccept Admin app for Salesforce
Learn about the GetAccept Admin app which is now available from v.2.28 and upwards.
Written by
James McShane
Updated over a week ago
Delivering Documents by Sharing a Link with GetAccept's Salesforce Integration
How to send documents out using a provided URL using GetAccept's Salesforce Integration
Written by
Tarek Elghawaby
Updated over a week ago
Salesforce Status Update & Signed Document Upload Troubleshooting
If you cannot see status updates after a customer has opened or signed a document or if a signed document is not uploading to Salesforce.
Written by
Tarek Elghawaby
Updated over a week ago
Create follow up task if document remains in reviewed status in Salesforce
How to enable GetAccept Flow Template "GA0006: On Doc Remaining in Reviewed status".
Written by
Tarek Elghawaby
Updated over a week ago
Viewing Document Analytics from Salesforce
How to view the analytics and status of the sent document
Written by
Tarek Elghawaby
Updated over a week ago
Adding a GetAccept Flow Template in Salesforce
Utilize a GetAccept Flow Template to automate your sales proces
Written by
Tarek Elghawaby
Updated over a week ago
Adding video to your Sendout in Salesforce
How to add a personal introductory video to your sendout
Written by
Tarek Elghawaby
Updated over a week ago
Updating GetAccept for Salesforce
Ensure you have the most recent version of our GetAccept app for Salesforce. This quick guide runs through the steps required to update.
Written by
James McShane
Updated over a week ago
Installing GetAccept for Salesforce
Step by step instructions on how to install GetAccept for Salesforce
Written by
James McShane
Updated over a week ago
Legacy Salesforce Integration
Salesforce Integration Demo Video
Video walkthrough of the integration
Written by
Alan Sincich
Updated over a week ago
Installing the old GetAccept package for Salesforce
Walkthrough on how to install our SFDC package
Written by
Alan Sincich
Updated over a week ago
Configuring GetAccept for Salesforce
Configuring your Salesforce settings for the old GetAccept integration
Written by
Alan Sincich
Updated over a week ago
Setting Up GetAccept Callbacks
How to set up GetAccept callbacks within Salesforce
Written by
Alan Sincich
Updated over a week ago
Testing GetAccept Callback Setup
How to test the GetAccept callbacks you set up
Written by
Alan Sincich
Updated over a week ago
Trouble Connecting with Salesforce?
How to correct some common errors when setting up Salesforce
Written by
Alan Sincich
Updated over a week ago
Salesforce Lightning Configuration
You will learn how to configure GetAccept in Salesforce Lightning
Written by
Samir Smajic
Updated over a week ago
Merging SFDC Data into Templates
How to auto-populate your GetAccept template with SFDC data
Written by
Alan Sincich
Updated over a week ago
Google Docs
Connecting to Google Docs
How to connect your GetAccept account to Google Docs
Written by
Alan Sincich
Updated over a week ago
Google Doc Folders
How to manage your Google Doc Templates and Documents folders
Written by
Alan Sincich
Updated over a week ago
Google Drive
Upload a Google Drive File
How to upload a file to your sendout from your Google Drive
Written by
Alan Sincich
Updated over a week ago
Upload Signed Documents to Google Drive
How to upload documents into your Drive once they are signed
Written by
Alan Sincich
Updated over a week ago
Online Reviews
Add G2 Crowd reviews to your sendout
Standout to customers by displaying G2 Crowd reviews in your sendout
Written by
Alan Sincich
Updated over a week ago
Payment Collection
Connecting to Authorize.net
How to collect payment after a document is signed by a recipient
Written by
Alan Sincich
Updated over a week ago
Connecting to Stripe
How to collect payment after a document is signed by a recipient
Written by
Alan Sincich
Updated over a week ago
Zapier Integration
Connecting to Zapier
How to connect your GetAccept account to your Zapier account
Written by
Alan Sincich
Updated over a week ago
Creating a Zap with GetAccept
How to use GetAccept as a trigger or action in your zap
Written by
Alan Sincich
Updated over a week ago
Setting Up GetAccept as a Trigger App
How to set up GetAccept as your trigger application
Written by
Alan Sincich
Updated over a week ago
Adding a Filter to Your Zap
How to filter through data by creating an if...then statement
Written by
Alan Sincich
Updated over a week ago
Setting Up GetAccept as an Action App
How to set up GetAccept as an action application
Written by
Alan Sincich
Updated over a week ago
Turning Your GetAccept Zap On
How to test and turn on your GetAccept zap
Written by
Alan Sincich
Updated over a week ago
Upload a Contact List Using Zapier
How to upload contact lists into GetAccept to deliver send outs quicker
Written by
Alan Sincich
Updated over a week ago
Hosting a Link for a Send Out Using Zapier
How to set up a Zap with GetAccept to host a link for a document
Written by
Alan Sincich
Updated over a week ago
Build Custom Integrations with Zapier
Updating deal stage in Freshsales with Zapier webhooks
Explains how to update a deal's dealstage in Freshsales with Zapier
Written by
Alan Sincich
Updated over a week ago
Custom integrations with Zapier
How you can build custom integrations to systems like Fortnox with the help of Zapier
Written by
Alan Sincich
Updated over a week ago
Provisioning and SSO
Automatic user provisioning in Okta using SCIM
Setup automatic provision of users and teams using SCIM (System for Cross-Domain Identity Management) in Okta.
Written by
Simon Månsson Kolodziej
Updated over a week ago
Okta single sign-on (SSO) integration
In this tutorial, you'll learn how to integrate GetAccept with Okta.
Written by
Jonas Blanck
Updated over a week ago
Azure Active Directory single sign-on (SSO) integration
In this tutorial, you'll learn how to integrate GetAccept with Azure Active Directory (Azure AD).
Written by
Alan Sincich
Updated over a week ago
Automatic user provisioning in Azure AD using SCIM
Setup automatic provision of users and teams using SCIM (System for Cross-Domain Identity Management).
Written by
Alan Sincich
Updated over a week ago
SAML Authentication
This page describes how to configure GetAccept to authenticate users using the Security Assertion Markup Language (SAML).
Written by
Alan Sincich
Updated over a week ago
OneLogin single sign-on (SSO) integration
Configuring Single Sign-on (SSO) with OneLogin will allow your users to create and sign into their GetAccept accounts using OneLogin.
Written by
Alan Sincich
Updated over a week ago
HR Solutions
Merge variables from Teamtailor
List of variables possible to fetch to a GetAccept template from the Teamtailor integration
Written by
Alan Sincich
Updated over a week ago
Microsoft Power Platform
Saving signed document as a note attachment in Dynamics 365
Use this guide to setup an automated workflow to add a signed PDF version of a document as a new note on a Dynamics 365 account.
Written by
Jonas Blanck
Updated over a week ago
Saving signed documents in Sharepoint
How to get signed documents automatically uploaded to Sharepoint
Written by
Alan Sincich
Updated over a week ago
Selecting Sharepoint document to send via GetAccept
Explains how you can automate GetAccept sending directly from Sharepoint by the click of a button
Written by
Alan Sincich
Updated over a week ago
Miscellaneous
Click-to-Call with Twilio
How to add a call button to your send outs
Written by
Alan Sincich
Updated over a week ago
Importing documents to GetAccept via email
How to import documents to GetAccept via email and json
Written by
Alan Sincich
Updated over a week ago
LinkedIn Sales Navigator Integration
How to set up the LinkedIn Sales Navigator integration
Written by
Alan Sincich
Updated over a week ago
Retargeting with Adwords
How to setup a retargeting campaign using our Adwords integration
Written by
Alan Sincich
Updated over a week ago