Salesforce + GetAccept Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Salesforce and GetAccept.


Get started with workflows like: Update an opportunity in Salesforce when a GetAccept document is opened. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Salesforce + GetAccept in Minutes

It's easy to connect Salesforce + GetAccept and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

InstantNew Document

Triggers when a new document is created.

InstantDocument Sent

Triggers when a document has been sent out to recipients.

InstantDocument Viewed

Triggers when a document is viewed/opened for the first time by a recipient.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

InstantDocument Reviewed

Triggers when a document has been reviewed by a recipient.

InstantDocument Signed

Triggers when a document has been signed by all signing parties.

How Salesforce + GetAccept Integrations Work

  1. Step 1: Authenticate Salesforce + GetAccept.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Salesforce + GetAccept