Evisort and GetAccept integrations and automations

Seamlessly connect Evisort and GetAccept. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Evisort
  • New/updated Document
    New/updated record in Evisort

    • Any other trigger you can think up

GetAccept
  • Dealroom event Real-time
    When a deal room get status update in GetAccept
  • Document has been signed Real-time
    When a document is signed in GetAccept
  • Other document event Real-time
    When a document get status update in GetAccept

    • Any other trigger you can think up

Actions

Do this…

Evisort
  • Custom action
    Custom action in Evisort (Custom)
  • Advanced search documents
    Retrieves a list of documents, as specified by the search query
  • Create record
    Create record in Evisort
  • Delete record
    Delete a specific record in Evisort
  • Download document
    Download a specific document via its Evisort ID in Evisort
  • Get record by ID
    Retrieves a specific record in Evisort via its ID
  • Import process errors results spreadsheets
    Import process errors results spreadsheets for user in Evisort.
  • Import summary errors results spreadsheets
    Import summary errors results spreadsheets for user in Evisort.
  • Move ticket to completed stage
    Move a specific ticket to completed stage via its ID in Evisort.
  • Move ticket to next stage
    Move a specific ticket to next stage via its ID in Evisort.
  • Search records
    Retrieves a list of record in Evisort
  • Update record
    Update record in Evisort
  • Upload document
    Upload a specific document in Evisort.
  • Get user export
    Retrieve user exports in Evisort

    • Any other action you can think up

GetAccept
  • Create contact
    Create a new contact in GetAccept
  • Create Deal room
    Create a Dealroom in GetAccept
  • Create Participant
    Create a participant in a Dealroom in GetAccept
  • Custom action
    Custom action in GetAccept
  • Download document
    Download a document in GetAccept
  • Get dealroom details
    Get dealroom details in GetAccept
  • Get document details
    Get details about a specific document in GetAccept
  • Get document field values
    Get field values for a document in GetAccept
  • Get document fields
    Get fields for a document in GetAccept
  • Get document pricing table details
    Get pricing table details for a document in GetAccept
  • Get document pricing tables
    Get pricing tables for a document in GetAccept
  • Get document recipients
    Get recipients for a document in GetAccept
  • Get participant details
    Get participant details in GetAccept
  • Get user details
    Get user details in GetAccept
  • Get entity information
    Get entity information in GetAccept
  • List contacts
    List contacts in GetAccept
  • List templates
    List templates in GetAccept
  • List users
    List users in GetAccept
  • Publish Dealroom
    Publish a Dealroom and optionally send invitations to all participants in GetAccept
  • Seal document
    Seal a document in GetAccept
  • Search documents
    Search documents in GetAccept
  • Create and send document
    Send document using a template or file with GetAccept
  • Update document expiration
    Update expiration for document in GetAccept
  • Upload attachment
    Upload attachment to GetAccept
  • Upload file
    Upload file to GetAccept

    • Any other action you can think up

One platform

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