GetAccept + Microsoft Teams + Maximizer CRM

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 Rejected
Triggers when a document has been rejected by any recipient
TriggerInstant
automatically do this...
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
ActionWrite
then do this!
Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
ActionWrite

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Supported triggers and actions

What does this mean?

- 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 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
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Scheduled
Try It
Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Scheduled
Try It
Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Scheduled
Try It
New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Scheduled
Try It
- Parent TypeRequired
- Category
- Type
Trigger
Scheduled
Try It
Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Scheduled
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Date Notification for Task
Triggers when Task reaches notification date
Trigger
Scheduled
Try It
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
- 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 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
- TeamRequired
Trigger
Scheduled
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Scheduled
Try It
- TeamRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- TeamRequired
- ChannelRequired
- Message Text Format
- Message TextRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
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
Action
Write
- File Content
- File
- File URL
Action
Write
- Document IDRequired
Action
Search
- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It
New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Scheduled
Try It
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It
New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Scheduled
Try It
Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Scheduled
Try It
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Scheduled
Try It
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 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
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Scheduled
Try It
New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
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 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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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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Related categories

CRM (Customer Relationship Management)

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GetAccept + Microsoft Teams + Maximizer CRM

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

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

Opportunity Stage Changed

Date Notification for Address Book Entry

Date Notification for Appointment Entry

Date Notification for Case

New or Updated Lead Entry

New or Updated Note Entry

Parent TypeRequired

Category

Type

Date Notification for Opportunity

Date Notification for Task

Create Address Book Entry

Create Case

Create Favourite List

Create Lead Entry

Create Opportunity Entry

Update Address Book Entry

Add User Defined Fields (UDFs) to search criteria

Update Case

Update Lead Entry

Update Opportunity

Find Appointment

Find Lead

Find Opportunity

Find Address Book Entry

Add User Defined Fields (UDFs) to search criteria

Sort by

Sort Order

Search Limit

Restrict single record

Select User Defined Fields (UDFs) to include

Find or Create Lead entry

New Channel

TeamRequired

New Chat Message

ChatRequired

Exclude messages by you?

New Team Member

TeamRequired

Create Channel

TeamRequired

Channel NameRequired

Description

Favorite for All?