ActiveCampaign + GetAccept

Create new GetAccept documents when deal tasks are completed in ActiveCampaign

Streamline your document creation process seamlessly. This workflow springs into action when a deal task is completed in ActiveCampaign, immediately generating a new document in GetAccept. Take the hassle out of manually creating documents, saving time and increasing efficiency. This automation ensures a smooth transition between task completion and document production, enhancing your overall productivity.

Streamline your document creation process seamlessly. This workflow springs into action when a deal task is completed in ActiveCampaign, immediately generating a new document in GetAccept. Take the hassle out of manually creating documents, saving time and increasing efficiency. This automation ensures a smooth transition between task completion and document production, enhancing your overall productivity.

  1. When this happens...
    ActiveCampaignActiveCampaign
    Deal Task Completed

    Triggers when a deal task has been completed.

    TriggerInstant
  2. automatically do this!
    GetAcceptGetAccept
    Create Document

    Creates a new document and sends for signing.

    ActionWrite
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Supported triggers and actions

    • Custom ObjectRequired

    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
    Try It
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Learn more

Related categories

  • Marketing Automation

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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