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GetAccept Zapier integrationAutomate GetAccept with Zapier.

The GetAccept Zapier integration gives you 7 triggers, 9 actions and 2 searches. Every trigger is instant: a proposal sent, viewed, commented, rejected or signed reaches your Zap the moment it happens, even on Zapier's free plan.

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Overview

What the GetAccept Zapier integration does for a sales team

GetAccept is where sales teams build proposals and contracts, send them, follow what the buyer does with them and collect e-signatures. Plugged into Zapier, it reports each step of a document's life and lets Zapier create, send, seal, extend or download documents without a rep clicking through the app.

Three results worth building. A signed-contract pipeline: Document Signed fires once every signing party has signed, Download Document pulls the PDF and Archive Document files it in the contract management module. Proposals that go out on their own: Create Document From Template fills a template's fields and sends it for signing, so a quote no longer waits for a rep to copy numbers by hand. A buyer-intent alert: Document Viewed tells you the first time a recipient opens a proposal, and Update Document Expiration can give a hesitant buyer more time.

What Zapier does not do with GetAccept: there is no action to sign, reject, comment on or delete a document, and no trigger for a document about to expire. Every trigger is about a document; contacts only appear on the action side, with Create Contact.

If GetAccept runs next to other tools in your stack, the GetAccept Make integration covers the same app on Make, and Make vs Zapier sets the two side by side.

Vocabulary

Zapier vocabulary in one minute

Seven words, and the rest of the page reads easily.

Zap
The automation you build: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The GetAccept event that starts the Zap, such as a document signed. Once the Zap is on, Zapier waits for it.
Action
What the Zap does once started: the step that creates, sends, updates or downloads something in GetAccept for you.
Task
The unit Zapier bills: one action your Zap completes successfully. Your plan's quota is a count of those.
Polling vs instant trigger
Polling: Zapier checks the app on a timer. Instant: the app calls Zapier the moment the event happens. All 7 triggers here are instant.
Filter
A step that lets the Zap go on only when what arrived meets your condition, and stops it otherwise.
Search step
A step that looks up data that already exists, like a document's recipients, so later steps can use it.
Cost

What a GetAccept Zap really costs

GetAccept is not a premium app on Zapier, so it works on the free plan. You pay in tasks, and only successful actions are counted.

  • Free plan100 tasks per month, unlimited Zaps
  • Zap size on the free plan2 steps: one trigger, one action
  • Premium appNo, available on every plan
  • Triggers on this app7 instant, 0 polling

The trigger never costs a task, and an action that fails is not billed. Every successful action counts on its own: the signed-contract Zap below downloads then archives, so it spends two tasks per signed deal. The free plan caps a Zap at two steps, one trigger and one action. A second action, a filter or a search step makes it a multi-step Zap that needs a paid plan. The interval grid only applies to polling triggers, and GetAccept has none.

Connect

Connect GetAccept in three steps

  1. 01

    Open the Apps page

    In your Zapier account, open Apps and click + Add connection. A connection is your GetAccept account linked to Zapier once, then reused by every step that uses GetAccept.

  2. 02

    Pick GetAccept

    Search for GetAccept in the dialog, select it and click Add connection. You need an existing GetAccept account, and access to the documents and templates your teammates own if the Zap must touch them.

  3. 03

    Sign in and grant access

    Sign in to GetAccept in the tab that opens, then grant Zapier access to the account. Every Zap you build afterwards can reuse this connection, so this is a one-time job per account.

First Zap

Your first Zap: file every signed contract

GoalWhen all parties have signed, the Zap downloads the signed PDF and uploads it to GetAccept's archive with its signing date.

  1. 01

    Build: set the trigger

    Start a new Zap, pick GetAccept and the Document Signed event, then your connection. Choose whether it covers documents sent by you or by any user in the entity.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent signed documents of the account, so you map the next steps on a real contract. Check that its Document ID is among the values that came back.

  3. 03

    Download the PDF

    Add Download Document, map the Document ID and enable Download File, so the signed PDF travels as a file. Otherwise you get a link that only works for 10 minutes.

  4. 04

    Archive it

    Add Archive Document, then fill its two required fields, the document name and the signing date, from the trigger test if it shows them. Two actions make this a multi-step Zap, so it needs a paid plan.

  5. 05

    Test, then Publish

    Test each action once and check the archive in GetAccept. Then click Publish to switch the Zap on. Contracts signed before that moment are not picked up.

Triggers

The 7 triggers

7 events start a Zap when something happens in GetAccept, and 7 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Document Commented

Instant trigger

In Zapier“Triggers when a document receive a new comment”

A recipient leaves a new comment on a document, and the Zap starts with it. A comment on a live proposal is the kind of message a rep wants to answer fast.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
an account executive who wants every buyer question on a live proposal flagged in their own workflow.
Watch out
the Created By setting decides whether it covers only your documents or every user's in the entity.
2

New Document

Instant trigger

In Zapier“Triggers when a new document is created.”

A document is created in GetAccept, and the Zap starts there. It is the earliest point in a proposal's life you can hook into.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a sales ops lead who wants every new draft sealed or given an expiration date by default.
Watch out
a Zap that creates documents with this trigger on can set itself off; keep those two apart.
3

Document Rejected

Instant trigger

In Zapier“Triggers when a document has been rejected by any recipient”

Any recipient rejects a document, and Zapier hears about it at once. A rejection is a deal at risk, and the sooner someone reacts, the better.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a sales manager who wants rejected proposals pulled into a recovery routine before the buyer goes cold.
Watch out
one rejection from any recipient is enough to fire it, even if others already signed.
4

Document Reviewed

Instant trigger

In Zapier“Triggers when a document has been reviewed by a recipient.”

A recipient has reviewed a document, and the Zap starts with it, so the next step of the deal does not wait for someone to notice.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a deal desk that moves a contract to the next stage as soon as the buyer's lawyer has reviewed it.
Watch out
the Sent By setting limits it to documents you sent, unless you open it to any user in the entity.
5

Document Sent

Instant trigger

In Zapier“Triggers when a document has been sent out to recipients.”

A document goes out to its recipients, and the Zap gets it right then. This is the moment a proposal becomes a live deal.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a team that wants a standard expiration date set on every proposal at the moment it leaves.
Watch out
documents sent before the Zap is published are never picked up.
6

Document Signed

Instant trigger

In Zapier“Triggers when a document has been signed by all signing parties.”

The document has been signed by all signing parties. Not the first signature, the last one: this is the closed-won moment.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
finance or legal teams that want each signed contract downloaded and archived without chasing reps.
Watch out
a contract with several signers fires once, after the last signature, never per signer.
7

Document Viewed

Instant trigger

In Zapier“Triggers when a document is viewed/opened for the first time by a recipient.”

A recipient opens a document for the first time. It is the cleanest buying signal GetAccept sends: the proposal has been seen.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a rep who wants to call while the proposal is still on the buyer's screen.
Watch out
it only fires on the first opening by a recipient, so later visits do not start the Zap again.
Actions

The 9 actions

GetAccept gives you 9 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Archive Document

Action

In Zapier“Upload a signed document to the archive or contract management module”

Uploads a signed document to the archive or contract management module. Document name and signing date are both required.

When to use it
keeping every signed contract in one place inside GetAccept.
Watch out
the signing date is required; check that the earlier steps actually carry one before you publish.
2

Create Contact

Action

In Zapier“Creates a new contact to use later for document sendings.”

Adds a contact to GetAccept, ready to be picked as a recipient in later sendings.

When to use it
preparing a buyer's contact as soon as the deal is qualified, before any proposal exists.
Watch out
no search on this app finds a contact, so the Zap cannot check first whether the person already exists.
3

Create Document

Action

In Zapier“Creates a new document and sends for signing.”

Creates a new document and sends it for signing, with only its name required. You choose signing order, SMS and automatic sending, or leave them on template defaults.

When to use it
one-off agreements that do not come from a template.
Watch out
Send Automatically needs at least one recipient, and SMS needs a mobile number.
4

Download Document

Action

In Zapier“Downloads a document.”

Fetches a document from its Document ID, either as the PDF file itself or as a link.

When to use it
getting the signed PDF out of GetAccept for storage or archiving.
Watch out
leave Download File off and the link only works for 10 minutes; turn it on for a real file.
5

Get Document Field List

Action

In Zapier“Get fields data in list format”

Returns a document's field data in list format, from its Document ID.

When to use it
reading the values a buyer filled in, such as amounts or options, after signing.
Watch out
it counts as an action, so it costs a task each time it succeeds.
6

Seal Document

Action

In Zapier“Seal a document that is currently in draft status”

Seals a document that is still a draft, so its content is locked. It only needs the Document ID.

When to use it
locking a proposal once pricing is approved, before it goes to the buyer.
Watch out
it only works on documents in draft status.
7

Create Document From Template

Action

In Zapier“Creates a new document with fillable fields from a selected template and send it to one or multiple recipients for signing.”

Builds a document from a template you pick, fills its fields and sends it to one or several recipients for signing. Template and document name are required.

When to use it
quotes generated from deal data without a rep retyping anything.
Watch out
click Refresh Fields at the bottom of the form to load the template's fillable fields.
8

Update Document Expiration

Action

In Zapier“Update the expiration date and time for a document.”

Changes the date and time a document expires, with the option of notifying recipients. Document ID and expiration date are required.

When to use it
giving a buyer who just opened the proposal a bit more time.
Watch out
the date is read in UTC, so check the time you map.
9

Upload Document

Action

In Zapier“Uploads a document.”

Uploads a document into GetAccept, so a file prepared elsewhere can enter the signing flow.

When to use it
contracts drafted by legal in a word processor that still need to go through GetAccept.
Watch out
run the step's test once and check in GetAccept what actually landed before you publish the Zap.
Searches

The 2 searches

2 search steps look for data that already exists in GetAccept, so a later step can use it.

A search step finds data that already exists in GetAccept and hands it to the following steps. You find searches at the bottom of the Action event list, under SEARCH. Three settings decide what happens when the result is off.

1

Get Document Fields

Search

In Zapier“Get fields data associated with a document.”

Looks up the field data attached to a document, from its Document ID. Unlike the action of the same family, it sits with searches, so later steps can rely on what it found.

When to use it
pulling the amount a buyer confirmed before updating your records.
Watch out
it makes the Zap multi-step, so a paid plan is required.
2

Get Document Recipients

Search

In Zapier“Get recipients data associated with a document.”

Finds who a document was sent to, from its Document ID. Useful when the trigger tells you what happened but you also need the people involved.

When to use it
checking the recipients of a rejected proposal before reaching out.
Watch out
with several recipients, the default keeps only the first; switch the setting if you need them all.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap and skips the steps after it. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    This box turns a search into a find-or-create. Neither GetAccept search offers it, so it will not appear here.
  3. If multiple search results are found?
    Keep the first match (the default), stop the Zap, or pass every match on at once.
When it breaks

When it breaks

Zapier ties no help article to GetAccept, so the known failure points are Zapier's general limits. They bite on document flows all the same.

These four cases cover most surprises. If a Zap still misbehaves, start from the Zapier troubleshooting guide.

  • No backfill

    A Zap only reacts to documents that move after you publish it. Contracts already signed or proposals already sent are never picked up.

  • A Zap that triggers itself

    Creating documents from a Zap that listens to New Document sets it off again and again, and burns your task count fast.

  • A burst after a bulk send

    Sending a large batch of documents at once can return a huge burst on Document Sent, which Zapier's flood protection may hold back.

  • No Document ID to map

    Seal, Download and Update Document Expiration all need a Document ID. If no earlier step carries it, the action has nothing to act on.
Need help

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FAQ

GetAccept Zapier integration: FAQ

01Is the GetAccept Zapier integration free?
On Zapier's side, yes: GetAccept is not a premium app, so it runs on the free plan. That plan gives you 100 tasks per month and unlimited Zaps, but each Zap stops at two steps, one trigger and one action. A Zap that downloads and then archives a signed contract has two actions, so it needs a paid plan. A single-action Zap, such as setting an expiration date on every sent document, fits on the free plan.
02How many tasks does a GetAccept Zap use?
One task per successful action, and nothing for the trigger. If every signed contract is downloaded and archived, that is two tasks per contract. A failed action is not counted, and a few apps and actions take more than one task when they complete. The 7 triggers themselves are free however often they fire, so the bill depends on how many actions you chain behind each document event, not on how many documents you track.
03Do GetAccept triggers fire in real time?
Yes. All 7 GetAccept triggers are instant: GetAccept tells Zapier the moment a document is created, sent, viewed, reviewed, commented, rejected or signed, and the Zap starts right away whatever your plan. On the free plan that matters, because polling triggers on other apps are only checked every 15 minutes. Here that interval does not apply. In the editor, a Zap built on one of these triggers shows a lightning bolt.
04What does it take to connect a GetAccept account?
A GetAccept account, plus read or write access to any documents and templates you do not own yourself and want the Zap to touch. From the Apps page of Zapier, click + Add connection, search GetAccept, click Add connection, sign in and grant access. On the triggers, the Created By or Sent By setting then decides whether the Zap follows only your documents or every user's in the entity, so pick it deliberately.
05Why does Download Document return a link that stops working?
Because Download File was left off. In that case GetAccept hands back a file URL that is only available for 10 minutes, so any step that tries to use it later finds nothing. Turn Download File on and the response includes the signed PDF itself as a file attachment, which the next step can upload or archive. Test the step once and check what came back before you add the action that stores the file.
06What if the operation you need is not on the list?
Then GetAccept on Zapier cannot do it with a ready-made step. The 9 actions cover creating, sending, sealing, uploading, archiving, downloading and changing expiration dates, and the 2 searches read fields and recipients. Signing, rejecting, deleting or commenting on a document are not available, and no trigger reports an expiring document. Compare with the same app on another automation tool, or ask whether a different trigger gets you close enough.
07Zapier, Make or n8n for GetAccept?
It depends on your criteria, not on a winner. On Zapier, GetAccept brings 7 instant document triggers and 9 actions, which suits a sales or revenue ops team that wants contract flows without developers. Cost grows with each successful action, so chaining downloads, archiving and field reads on every document adds up. If volume or hosting matter more, check how each tool prices a run and whether its GetAccept connector covers the same document events.
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