Docupilot + GetAccept Integrations

How to connect Docupilot + GetAccept

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Supported triggers and actions

What does this mean?

- DocumentRequired
- Provide Download URL Link?
  If 'yes', a Download URL with a one hour expiration period will be provided in the response for you to use in a proceeding Action step.
Action
Write
- Created By
  Trigger this event for documents created by you or any user in the entity.
Trigger
Instant
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- Sent By
  Trigger this event for documents sent by you or any user in the entity.
Trigger
Instant
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- Sent By
  Trigger this event for documents sent by you or any user in the entity.
Trigger
Instant
Try It
- Document NameRequired
  Enter name of the document to archive.
- Document Value
  A sales deal value or other document value.
- Document Type
- Document Tags
  Comma separated list with existing tags in GetAccept
- Signing DateRequired
  The date when the document was signed
- Contract Start Date
  An optional date when the contract is starting, required for Contract Management module
- Contract End Date
  An optional date when the contract is ending, required for Contract Management module
- File
  A file object from previous step or a direct download URL to the document file that you want to archive. Recommended file formats are .pdf, .doc, .docx but most formats are supported.
- File Content (Base64)
  The uploaded file content in base64-encoded format.
- File name
  Enter a filename including file extension. For base64 uploaded files only.
- File Ids
  File ids to archive as this document. Only use this if you have already uploaded files separately using Upload Document action.
Action
Write

- Document NameRequired
- Document Type
- External ID
  You can attach an external identifier here such as a CRM opportunity ID or an external document ID.
- Document For Signing
  If the document should have eSign enabled. Leave empty for template defaults.
- Document Value
  A sales deal value or other document value.
- Expiration Date
  Select a date when the document should expire. Leave empty for entity defaults.
- Send Automatically
  Sends the document after creation. Requires at least one recipient.
- Send SMS
  If the document should also be sent as SMS/Text. Requires a mobile number for the recipient.
- Signing Order
  Use a specific signing order. Leave empty to use template settings.
- Email Subject
  Leave empty to use entity defaults
- Email Message
  Leave empty to use entity defaults
- File
  Upload a binary file of the document. Recommended format is .pdf, .doc, .docx but other formats are supported. Only use one method to add your file - this is the recommended way.
- File Url
  A URL to the document file that you want to send. Recommended file formats are .pdf, .doc, .docx but most formats are supported.
- File Content
  The uploaded file content in base64-encoded format.
- File name
  Enter a filename including file extension. For base64 uploaded files only.
- File Ids
  File ids to attach to the document. Only use this if you have already uploaded files separately.
- Document Tags
  Comma separated list with existing tags in GetAccept
- Full Name
  You should enter either a combined fullname or separate first/last names. Comma separated for multiple recipients.
- First Name
- Last Name
- Email
  Comma separated for multiple recipients.
- Mobile
  Recipient mobile number in international format (ex. +1234567890 or +467012345678).
- Role
  Available values: signer, approver, cc Default value: signer Comma separated for multiple recipients.
- Company Name
- Company Number
- Signing Order Number
  The order of signature. Requires Signing Order to be enabled.
Action
Write
- Document IDRequired
  This is the unique Document ID returned when a document is created.
Action
Write

- TemplateRequired
  Select a template to use for the send-out. If you have many templates you can search by entering a part of the name. If you have fillable fields in the template, go to the bottom of this form and click Refresh Fields to load them.
- Document NameRequired
  Enter a name for your document.
- Document Type
  Select the type of document.
- External ID
  You can attach an external identifier here such as a CRM opportunity ID or an external document ID.
- Document for Signing
  Should this document use e-signing?
- Document Value
  A sales deal value or other document value.
- Expiration Date
  Set a document expiration date.
- Allow Signature Transfer
  Let a signer transfer the signature rights to another person. Leave empty for entity defaults.
- Send Automatically
  Send the document after creation. Requires at least one recipient.
- Send SMS
  If the document should also be sent as SMS/Text. Requires mobile-field for recipient.
- Email Subject
  Leave empty to use template or entity defaults
- Email Message
  Leave empty to use template or entity defaults
- Document Tags
  Comma separated list with tags predefined in GetAccept. Only supporting existing tags.
- Full Name
  You should enter either a combined fullname or separate first/last names. Multiple recipients can be added by comma-separating each field.
- First Name
- Last Name
- Email
- Mobile
  Format mobile numbers in ISO format, ex. +14151234567 or +46701234567.
- Template Role Name
  Enter role names from the template. Comma separated for multiple recipients.
  Do not enter signer,cc or approver here
- Company Name
- Company Number
Action
Write
- File Content
  The uploaded file content base64-encoded. Recommended format is .pdf, .doc, .docx but other formats are supported.
- File
  The actual file in binary format to upload. Recommended formats are .pdf, .doc, .docx.
- File URL
  URL of the document to upload. Recommended formats are .pdf, .doc, .docx.
Action
Write
- Document IDRequired
  This is the unique Document ID returned when a document is created.
Action
Search

- Created By
  Trigger this event for documents created by you or any user in the entity.
Trigger
Instant
Try It
- Created By
  Trigger this event for documents created by you or any user in the entity.
Trigger
Instant
Try It
- Sent By
  Trigger this event for documents sent by you or any user in the entity.
Trigger
Instant
Try It
- Sent By
  Trigger this event for documents sent by you or any user in the entity.
Trigger
Instant
Try It
- Full Name
  You should enter either a combined fullname or separate first/last names.
- First Name
- Last Name
  You should enter either a separate first/last name or a combined fullname.
- Email
  You must add either an email or a mobile for each unique contact.
- Mobile
  You must add either a mobile or an email for each unique . Formatting should be international, ex +1234567890 or +467012345678.
- Title
- Thumb
  Add a full thumb image URL of the contact.
- Note
  Additional internal notes on the contact, ex. interests, roles.
- Company Name
- Company Number
  Registered business number of the company associated with the contact.
Action
Write
- Document IDRequired
  Enter the document id in GetAccept, example n64a12b3.
- Download FileRequired
  If enabled the response will include the binary PDF file as a file attachment. Otherwise a file URL available for 10 minutes will be provided.
Action
Write
- Document IDRequired
  This is the unique Document ID returned when a document is created.
- Sender Email
  Send from other email (existing user) than authenticated user
- Sender User ID
  Send from other user than the authenticated
Action
Write
- Document IDRequired
  This is the unique Document ID returned when a document is created.
- Expiration DateRequired
  The date and time when the document should expire (UTC)
- Send notification
  Should a notification about the update be sent to recipients
Action
Write
- Document IDRequired
  This is the unique Document ID returned when a document is created.
Action
Search

How Docupilot + GetAccept Integrations Work

Step 1: Authenticate Docupilot and GetAccept.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Docupilot + GetAccept

About Docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.

Learn more

Related categories

Documents

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 more

Related categories

Signatures

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Docupilot + GetAccept Integrations

How to connect Docupilot + GetAccept

Connect your apps and automate workflows

Create Document

Provide Download URL Link?

New Document

Created By

Document Reviewed

Sent By

Document Signed

Sent By

Archive Document

Document NameRequired

Document Value

Document Type

Document Tags

Signing DateRequired

Contract Start Date

Contract End Date

File

File Content (Base64)

File name

File Ids

Create Document

Document NameRequired

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

Get Document Field List

Document IDRequired

Create Document From Template

TemplateRequired

Document NameRequired

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

Upload Document

File Content

File

File URL

Get Document Recipients

Document IDRequired