GetAccept + Microsoft Teams + Maximizer CRM

GetAccept + Microsoft Teams integrations

Create tasks in Maximizer and send notifications in Microsoft Teams when new GetAccept documents are rejected

Automatically create tasks in Maximizer and receive automatic notifications in Microsoft Teams whenever your GetAccept documents are rejected, ensuring you never miss a beat in your document approval process. Boost productivity, collaboration, and sales with this seamless automation.

When this happens...
Document RejectedTriggers when a document has been rejected by any recipient
TriggerInstant
automatically do this...
Create Hotlist TaskCreates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
ActionWrite
then do this!
Send Bot MessageSends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with GetAccept, Maximizer CRM, and more

- Created By
Trigger
Instant
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- Created By
Trigger
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 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
New or Updated Address Book Entry (Via Webhook)
Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
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New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Trigger
Instant
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- Entry type
  Required
- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Polling
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- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Polling
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Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Polling
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- Criteria
  Required
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Polling
Try It
Add Subscriber to Campaign
Add Subscriber to Campaign
Action
Write
Create Address Book Entry
Creates new company, individual or contact in your Address Book
Action
Write
Create Case
Creates new Customer Service Case
Action
Write
Create Favourite List
Creates new Favourite list
Action
Write
Create Lead Entry
Creates new Lead Entry
Action
Write
Create Opportunity Entry
Creates new Opportunity entry
Action
Write
- Remove existing value for selected fields
- Add User Defined Fields (UDFs) to search criteria
Action
Write
Update Case
Updates existing Customer Service Case
Action
Write
Update Lead Entry
Updates existing Lead Entry
Action
Write
Update Opportunity
Updates existing Opportunity
Action
Write
Find Appointment
Searches for existing Appointment entry
Action
Search
Find Case
Searches for existing Case entry
Action
Search
Find Note
Searches for existing Note entry
Action
Search
Find Task
Searches for existing Task entry
Action
Search
- User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search or write
- Team
  Required
- Channel
  Required
- Member
- Highlight Word
Trigger
Polling
Try It
New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel Name
  Required
- Description
- Favorite for All?
Action
Write
- Team Member(s)
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Team
  Required
- Channel Name
  Required
- Description
Action
Write
- Team
  Required
- Public Channel
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Chat
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Availability
  Required
- Duration (Minutes)
Action
Write
- Info
- Display Name
- First Name
- Last Name
- Mobile Phone
- Business Phone
- About Me
- Birthday
Action
Write
- Team
  Required
- Channel ID
  Required
Action
Search
- Chat ID
  Required
Action
Search
- Search by
  Required
Action
Search

- 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 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
New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
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Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
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Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Polling
Try It
Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Polling
Try It
Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Polling
Try It
New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Polling
Try It
- Parent Type
  Required
- Category
- Type
Trigger
Polling
Try It
Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
Try It
Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
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Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Action
Write
Create Appointment
Creates new Appointment entry
Action
Write
Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Action
Write
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Personal Task
Creates new Personal Task
Action
Write
Update Appointment
Updates existing Appointment
Action
Write
Update Favourite List
Updates existing Favourite List
Action
Write
Update Note
Updates existing Note
Action
Write
Update Task
Updates existing Task
Action
Write
Find Campaign
Searches for existing Campaign
Action
Search
Find Lead
Searches for existing Lead entry
Action
Search
Find Opportunity
Searches for existing Opportunity entry
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
Find or Create Lead entry
Find or Create Lead entry
Action
Search or write
- Team
  Required
Trigger
Polling
Try It
- Chat
  Required
- Exclude messages by you?
Trigger
Polling
Try It
- Team
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team Member
  Required
Action
Write
- Chat
  Required
- Message
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
- Message Text Format
- Reply Content
  Required
Action
Write
- Team
  Required
- Channel
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Send To
  Required
- Message Text (Optional)
- Card Type
  Required
Action
Write
- Chat
  Required
- Message ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
Action
Search
- Chat ID
  Required
- Message ID
  Required
Action
Search
- Team
  Required
- Channel Name
  Required
- Include Archived Channels
Action
Search

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

Signatures

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

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Microsoft

Team Chat

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About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

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CRM (Customer Relationship Management)

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Send Microsoft Teams messages when new comments are added to GetAccept documents

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Send Microsoft Teams messages when new comments are added to GetAccept documents