GetAccept

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Other Integrations Overview

Alan Sincich

Therese

Jonas Blanck

How we can connect to the rest of your software stack

Other Integrations

Connect to Close CRM

A quick guide on how to create your sendout via GetAccept within your Close CRM integraion

Create a sendout from Close CRM integration

Close CRM

How to connect your GetAccept account to your Zapier account

Connecting to Zapier

How to use GetAccept as a trigger or action in your zap

Creating a Zap with GetAccept

How to set up GetAccept as your trigger application

Available Triggers to use from GetAccept in your Zap

How to filter through data by creating an if...then statement

Adding a Filter to Your Zap

How to test and turn on your GetAccept zap

Turning Your GetAccept Zap On and manage your Zaps

How to set up a Zap with GetAccept to host a link for a document

Hosting a Link for a Send Out Using Zapier

Zapier Integration

Explains how to update a deal's dealstage in Freshsales with Zapier

Updating deal stage in Freshsales with Zapier webhooks

How you can build custom integrations to systems like Fortnox with the help of Zapier

Custom integrations with Zapier

Build Custom Integrations with Zapier

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.

Saving signed document as a note attachment in Dynamics 365

How to get signed documents automatically uploaded to Sharepoint

Saving signed documents in Sharepoint

Explains how you can automate GetAccept sending directly from Sharepoint by the click of a button

Selecting Sharepoint document to send via GetAccept

Microsoft Power Platform

Setup automatic provision of users and teams using SCIM (System for Cross-Domain Identity Management) in Okta.

Automatic user provisioning in Okta using SCIM

In this tutorial, you'll learn how to integrate GetAccept with Okta.

Okta single sign-on (SSO) integration

In this tutorial, you'll learn how to integrate GetAccept with Azure Active Directory (Azure AD).

Azure Active Directory single sign-on (SSO) integration

Setup automatic provision of users and teams using SCIM (System for Cross-Domain Identity Management).

Automatic user provisioning in Azure AD using SCIM

Configuring Single Sign-on (SSO) with OneLogin will allow your users to create and sign into their GetAccept accounts using OneLogin.

OneLogin single sign-on (SSO) integration

Simon Månsson Kolodziej

Provisioning and SSO

How to connect your GetAccept account to Google Docs

Connecting to Google Docs

How to manage your Google Doc Templates and Documents folders

Google Doc Folders

Editing a Google Doc from our Hubspot or Pipedrive integration

Google Doc Preview - Editing from CRM

Tarek Elghawaby

Google Docs

How to upload a file to your sendout from your Google Drive

Upload a Google Drive File

How to upload documents into your Drive once they are signed

Upload Signed Documents to Google Drive

Google Drive

Standout to customers by displaying G2 Crowd reviews in your sendout

Add G2 Crowd reviews to your sendout

Online Reviews

How to collect payment after a document is signed by a recipient

Connecting to Authorize.net

Connecting to Stripe

Payment Collection

List of variables possible to fetch to a GetAccept template from the Teamtailor integration