GetAccept + Intercom

Add notes in Intercom when new documents are sent in GetAccept

Ensure seamless communication between your GetAccept and Intercom applications with this efficient workflow. When a document is sent through GetAccept, a note is instantly added in Intercom. This streamlines the process of keeping track of your sent documents, ensuring every detail is correctly noted within your customer communication platform. Benefit from this seamless connection to improve synergy, reduce manual data entry, and enhance customer interactions.

When this happens...
Document Sent
Triggers when a document has been sent out to recipients.
TriggerInstant
automatically do this!
Add Note
Add a note to a user.
ActionWrite

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Supported triggers and actions

- Created By
Trigger
Instant
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- Created By
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Instant
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- Sent By
Trigger
Instant
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- Sent By
Trigger
Instant
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- Full Name
- First Name
- Last Name
- Email
- Mobile
- Title
- Thumb
- Note
- Company Name
- Company Number
Action
Write

- Document IDRequired
- Download FileRequired
Action
Write
- Document IDRequired
- Sender Email
- Sender User ID
Action
Write

- Document IDRequired
- Expiration DateRequired
- Send notification
Action
Write
- Document IDRequired
Action
Search
Lead Added Email
Triggers when a Lead enters an email address.
Trigger
Instant
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
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- Which Tag?
Trigger
Instant
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- Message body format
Trigger
Instant
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New Conversation
Triggers when a new Conversation is created by a User in Intercom.
Trigger
Instant
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New User
Triggers when a new User is created.
Trigger
Instant
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Updated Contact
Triggers when a Contact is updated in Intercom.
Trigger
Instant
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- Which Tag?
Trigger
Instant
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- EmailRequired
- Note TextRequired
Action
Write
- Contact TypeRequired
- Message BodyRequired
Action
Write
- User Association Note
- CompanyRequired
- Warning
- Name
- Website
- Size
- Monthly Revenue
- Plan
- Industry
- Custom Attributes
Action
Write
- Contact identifier typeRequired
- TagRequired
Action
Write
- Contact Identifier
- Message BodyRequired
Action
Write
- CompanyRequired
- Tag NameRequired
- Untag?
Action
Write
- TicketRequired
- Title
- Description
- State
- Is Open
- Snoozed Until
- Assigned Admin
Action
Write
- EmailRequired
- Custom Attributes
- Created At
- User ID
- Full Name
- IP Address
Action
Write
- Search Mode
- Search Value
Action
Search
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search ModeRequired
- Search ValueRequired
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Search or write

- Created By
Trigger
Instant
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- Sent By
Trigger
Instant
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- Sent By
Trigger
Instant
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- Document NameRequired
- Document Value
- Document Type
- Document Tags
- Signing DateRequired
- Contract Start Date
- Contract End Date
- File
- File Content (Base64)
- File name
- File Ids
Action
Write
- 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
Action
Write
- Document IDRequired
Action
Write
- 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
- Use Custom PricingRequired
Action
Write
- File Content
- File
- File URL
Action
Write
- Document IDRequired
Action
Search
Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
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Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Trigger
Instant
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New Conversation Rating
Triggers when a conversation receives a rating.
Trigger
Instant
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New Company
Triggers when a new Company is created.
Trigger
Instant
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New Ticket
Triggers when a new Ticket is created in Intercom.
Trigger
Instant
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- Tag
Trigger
Instant
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- UpdatesRequired
- Update sample
Trigger
Instant
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New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
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- Contact identifier typeRequired
- Tag selection method
Action
Write
- Event nameRequired
- Created at
- Contact identifier typeRequired
- Metadata
Action
Write
- Ticket typeRequired
- Contact IDRequired
- Company ID
Action
Write
- Conversation IDRequired
- Reply TypeRequired
- Reply BodyRequired
- Attachments
Action
Write
- FromRequired
- ToRequired
- Message TypeRequired
- BodyRequired
- Subject
- Template
- Create Conversation Without Contact Reply?
Action
Write
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Write
- Lookup EmailRequired
- Full Name
- User ID
- Company ID
- Unsubscribed From Emails
- Phone Number
- Created At
- IP Address
- Custom Attributes
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search FieldRequired
- Match TypeRequired
- Conversation Status
- Updated After
- Updated Before
Action
Search
- Search FieldRequired
- Match TypeRequired
- Ticket State
- Updated After
- Updated Before
Action
Search
- Search Mode
- Search Value
- User Association Note
- Company NameRequired
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write

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

About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.

Learn more

Related categories

Customer Support

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Related Zap Templates

Create documents from templates in GetAccept when new tags are added to users in Intercom

Related Zap Templates

Create documents from templates in GetAccept when new tags are added to users in Intercom

GetAccept + Intercom

Add notes in Intercom when new documents are sent in GetAccept

Document Commented

Document Rejected

Document Sent

Document Viewed

Create Contact

Download Document

Seal Document

Update Document Expiration

Get Document Fields

Lead Added Email

New Lead

Tag Added to Lead

New Closed Conversation

New Conversation

New User

Updated Contact

Tag Added to User

Add Note

Create Conversation

Create or Update Company

Remove Tag From Contact

Send Incoming Message

Add/Remove Tag on Company

Update Ticket

Create User

Find Company

Find Lead

Find User

Find or Create Lead

New Document

Document Reviewed

Document Signed

Archive Document

Create Document

Get Document Field List

Create Document From Template

Upload Document

Get Document Recipients

Lead Converted to User

Contact Replied

New Conversation Rating

New Company

New Ticket

Tag Added to Conversation

Updated Ticket

New Unsubscription

Add Tag to Contact

Create Data Event

Create Ticket

Reply to Conversation

Send Message to Contact

Create/Update Lead

Create/Update User

API Request (Beta)

Find Conversation

Find Ticket

Find or Create Company

About GetAccept

Related categories

About Intercom

Related categories

Similar apps

HubSpot

Inbound Now

Related Zap Templates

Related Zap Templates