Do everything in one place
Customize your Freshsales and GetAccept integration with the following
triggers and actions.
Triggers
When this happens…
Freshsales
- New recordNew record in Freshsales
- New/updated recordNew/updated record in Freshsales
Any other trigger you can think up
GetAccept
- Document has been signed Real-timeWhen a document is signed in GetAccept
- Other document event Real-timeWhen a document get status update in GetAccept
Any other trigger you can think up
Actions
Do this…
Freshsales
- Custom actionCustom action in Freshsales (Custom)
- Add contacts to marketing listAdd contacts to marketing list in Freshsales
- Create recordCreate record in Freshsales
- Delete recordDelete record in Freshsales
- Get record details by IDGet details of specific record in Freshsales
- Retrieve scheduled reportRetrieve for scheduled report in Freshsales
- List recordsList records in Freshsales
- Lookup searchLookup search in Freshsales
- Move contacts to marketing listMove contacts to marketing list in Freshsales
- Remove contacts to marketing listRemove contacts to marketing list in Freshsales
- Search recordsSearch for records in Freshsales
- Search records by querySearch for records by query in Freshsales
- Update recordUpdate record in Freshsales
- Upsert recordUpsert record in Freshsales
Any other action you can think up
GetAccept
- Create contactCreate a new contact in GetAccept
- Custom actionCustom action in GetAccept
- Download documentDownload a document in GetAccept
- Get document detailsGet details about a specific document in GetAccept
- Get document field valuesGet field values for a document in GetAccept
- Get document fieldsGet fields for a document in GetAccept
- Get document pricing table detailsGet pricing table details for a document in GetAccept
- Get document pricing tablesGet pricing tables for a document in GetAccept
- Get document recipientsGet recipients for a document in GetAccept
- Get user detailsGet user details in GetAccept
- Get entity informationGet entity information in GetAccept
- List contactsList contacts in GetAccept
- List templatesList templates in GetAccept
- List usersList users in GetAccept
- Seal documentSeal a document in GetAccept
- Search documentsSearch documents in GetAccept
- Create and send documentSend document using a template or file with GetAccept
- Update document expirationUpdate expiration for document in GetAccept
- Upload attachmentUpload attachment to GetAccept
- Upload fileUpload file to GetAccept
Any other action you can think up
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