Integrations

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

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

Connect to Close CRM

How to integrate Close to GetAccept

Written by Alan Sincich
Updated over a week ago

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

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

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

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

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

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

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

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

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

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

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

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

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

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