GetAccept + LeadConnector

Add or update LeadConnector contacts when new documents are sent in GetAccept

Streamline your sales process with this efficient workflow. When a document is sent through GetAccept, it promptly triggers an update or addition of a contact in LeadConnector. This smooth process efficiently manages your contacts list and ensures all leads are swiftly accounted for in LeadConnector following any interactions on GetAccept, thus enhancing your customer relationship management.

When this happens...
Document Sent
Triggers when a document has been sent out to recipients.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

What does this mean?

- 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 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
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Created By
Trigger
Instant
Try It
- Sent By
Trigger
Instant
Try It
- Sent By
Trigger
Instant
Try It
- 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
Action
Write
- File Content
- File
- File URL
Action
Write
- Document IDRequired
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
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 LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

GetAccept + LeadConnector

Add or update LeadConnector contacts when new documents are sent in GetAccept

Document Commented

Created By

Document Rejected

Created By

Document Sent

Sent By

Document Viewed

Sent By

Create Contact

Full Name

First Name

Last Name

Email

Mobile

Title

Thumb

Note

Company Name

Company Number

Download Document

Download FileRequired

Seal Document

Document IDRequired

Sender Email

Sender User ID

Update Document Expiration

Document IDRequired

Expiration DateRequired

Send notification

Get Document Fields

Document IDRequired

Pipeline Stage Changed

In PipelineRequired

Moved to Stage

Add/Update Opportunity

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Country

Postal Code

Tags (comma delimited string for multiple tags)

Source

Mark as LeadRequired

Notes

Select PipelineRequired

Select StageRequired

Assign to User

Stop All Campaign's for Lead

Phone Number

Email

First Name

Last Name

Full Name

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Document

Created By

Document Reviewed

Sent By

Document Signed

Sent By

Archive Document

Document NameRequired

Document Value