Update an opportunity in Salesforce when a GetAccept document is opened
When this happensStep 1: Document Viewed
Then do thisStep 2: Update Record
Stop updating your Salesforce opportunities manually! Automatically update an opportunity when a GetAccept document is opened.
Note: Only opened documents sent by the authenticated user in GetAccept will update the Salesforce opportunity
How this GetAccept-Salesforce integration works
- A GetAccept document is opened by a recipient
- Salesforce opportunity connected to the recipient is updated