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GetAccept + Salesforce

Update an opportunity in Salesforce when a GetAccept document is opened

  1. When this happens

    Step 1: Document Viewed

  2. Then do this

    Step 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

  1. A GetAccept document is opened by a recipient
  2. Salesforce opportunity connected to the recipient is updated

Apps involved

  • GetAccept
  • Salesforce

Supported triggers and actions

What does this mean?
getaccept logo
getaccept logo
getaccept logo

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
salesforce logo
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn More

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