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Bitrix24 CRM + GetAccept

Bitrix24 CRM + GetAccept

Bitrix24 CRM + GetAccept integrations

Create documents from templates in GetAccept for new Bitrix24 CRM deals

Save time and effort by automating your document creation process with this Bitrix24 CRM and GetAccept integration. When a deal is updated in Bitrix24 CRM, this workflow will generate a document from a template in GetAccept. Now you can streamline your sales process and ensure accurate documentation is created for every deal.

When this happens...
Deal TriggerFires when a deal trigger is triggered.
TriggerInstant
automatically do this!
Create Document From TemplateCreates a new document with fillable fields from a selected template and send it to one or multiple recipients for signing.
ActionWrite

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More things you can do with Bitrix24 CRM and GetAccept

Discover other triggers and actions you can use with Bitrix24 CRM and GetAccept

- Event
  Required
Trigger
Instant
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- Event
  Required
Trigger
Instant
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- Event
  Required
Trigger
Instant
Try It
Task Trigger (Add)
Fires when a new task is added.
Trigger
Instant
Try It
Task Trigger (Update)
Fires when a task is updated.
Trigger
Instant
Try It

- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write

- User ID
  Required
- Message
  Required
- Type
  Required
Action
Write
- Autoload fields
- Action
  Required
- Entity Type Id
  Required
Action
Write
- Task ID
  Required
- Task Title
- Responsible User ID
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- Entity Type Id
  Required
- Select field names to filter
  Required
Action
Search
- Created By
Trigger
Instant
Try It
- Sent By
Trigger
Instant
Try It
- Sent By
Trigger
Instant
Try It
- Document Name
  Required
- Document Value
- Document Type
- Document Tags
- Signing Date
  Required
- Contract Start Date
- Contract End Date
- File
- File Content (Base64)
- File name
- File Ids
Action
Write
- Document Name
  Required
- Document Type
- External ID
- Document For Signing
- Document Value
- Expiration Date
- Send Automatically
- Send SMS
- Signing Order
- Email Subject
- Email Message
- File
- File Url
- File Content
- File name
- File Ids
- Document Tags
- Full Name
- First Name
- Last Name
- Email
- Mobile
- Role
- Company Name
- Company Number
- Signing Order Number
Action
Write
- Document ID
  Required
Action
Write
- Template
  Required
- Document Name
  Required
- Document Type
- External ID
- Document for Signing
- Document Value
- Expiration Date
- Allow Signature Transfer
- Send Automatically
- Send SMS
- Email Subject
- Email Message
- Document Tags
- Full Name
- First Name
- Last Name
- Email
- Mobile
- Template Role Name
- Company Name
- Company Number
- Use_custom_pricing
  Required
Action
Write
- File Content
- File
- File URL
Action
Write
- Document ID
  Required
Action
Search

- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
- Entity Type Id
  Required
Trigger
Instant
Try It
Task Trigger (Delete)
Fires when a task is deleted.
Trigger
Instant
Try It
- Author ID
  Required
- Blogpost Title
  Required
- Message
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Task Title
  Required
- Responsible User ID
  Required
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- Created By
Trigger
Instant
Try It
- Created By
Trigger
Instant
Try It
- Sent By
Trigger
Instant
Try It
- Sent By
Trigger
Instant
Try It
- Full Name
- First Name
- Last Name
- Email
- Mobile
- Title
- Thumb
- Note
- Company Name
- Company Number
Action
Write
- Document ID
  Required
- Download File
  Required
Action
Write
- Document ID
  Required
- Sender Email
- Sender User ID
Action
Write
- Document ID
  Required
- Expiration Date
  Required
- Send notification
Action
Write
- Document ID
  Required
Action
Search

About Bitrix24 CRM

Bitrix24 is a free CRM, project management and collaboration platform used by 10 million teams and available in 18 different languages.

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CRM (Customer Relationship Management)

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About GetAccept

GetAccept is a cloud solution where you design, send, track and promote your proposals to win and get more deals signed digitally.

Learn moreLearn moreHelpHelp

Related categories