CallMaker + GetAccept
Create GetAccept documents from templates for new CallMaker orders
Streamline your document creation process with this seamless workflow. When a new order is initiated in CallMaker, it prompts the generation of a document from a previously designed template in GetAccept. This seamless connection not only simplifies your routine tasks but also ensures that no new order goes without the necessary paperwork. Elevate your efficiency and maintain consistency by utilizing this workflow.
Streamline your document creation process with this seamless workflow. When a new order is initiated in CallMaker, it prompts the generation of a document from a previously designed template in GetAccept. This seamless connection not only simplifies your routine tasks but also ensures that no new order goes without the necessary paperwork. Elevate your efficiency and maintain consistency by utilizing this workflow.
- When this happens...Order Created
Triggers when an order is created.
- automatically do this!Create Document From Template
Creates a new document with fillable fields from a selected template and send it to one or multiple recipients for signing.
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Booking Cancelled
Triggers when a booking is cancelled.
Try ItCustomer: Name
Customer: First Name
Customer: Last Name
Customer: Phone Number
Customer: Email
Customer: Company Name
Customer: Organization Number
Try ItBooking UnConfirmed
Triggers when a booking is unconfirmed.
Try ItMeeting Not Accomplished
Triggers when a meeting is not accomplished.
Try It