GetAccept + LeadConnector

Update LeadConnector contacts when new documents are viewed in GetAccept

Stay up-to-date and efficient with this workflow. As soon as a document is viewed in GetAccept, it prompt an update or addition of a contact in LeadConnector. This smooth chain reaction ensures you're always one step ahead in your lead management, and no crucial contact detail slips through the cracks.

Stay up-to-date and efficient with this workflow. As soon as a document is viewed in GetAccept, it prompt an update or addition of a contact in LeadConnector. This smooth chain reaction ensures you're always one step ahead in your lead management, and no crucial contact detail slips through the cracks.

  1. When this happens...
    GetAcceptGetAccept
    Document Viewed

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

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Contact

    Adds or updates an existing contact.

    ActionWrite
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Supported triggers and actions

    • Created By

    Trigger
    Instant
    Try It
    • Sent By

    Trigger
    Instant
    Try It
    • Sent By

    Trigger
    Instant
    Try It
    • 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
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
leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier