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Customize your GetAccept and Infusionsoft integration with the following
triggers and actions.
Triggers
When this happens…
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
Infusionsoft
- New companyCompany is created in Infusionsoft
- New contactContact is created in Infusionsoft
- New orderOrder is created in Infusionsoft
- New opportunityOpportunity is created in Infusionsoft
- New paymentNew payment in Infusionsoft
- New tag assigned to contactTag assigned to contact is created in Infusionsoft
- New/updated contactContact is new or updated in Infusionsoft
- New/updated orderOrder is new or updated in Infusionsoft
- New/updated noteNote is created or updated in Infusionsoft
- New/updated productProduct is new or updated in Infusionsoft
- Product createdProduct created is created in Infusionsoft
- Updated contactContact is updated in Infusionsoft
- Updated orderOrder is updated in Infusionsoft
- Updated opportunityOpportunity is updated in Infusionsoft
Any other trigger you can think up
Actions
Do this…
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
Infusionsoft
- Custom actionCustom action in Infusionsoft (Custom)
- Add line item to OrderAdd line item to order in Infusionsoft
- Add payment to orderAdd payment to invoice in Infusionsoft
- Add tax to orderAdd tax to order in Infusionsoft
- Assign tag to contactAssign tag to contact in Infusionsoft
- Charge an invoiceCharge an invoice in Infusionsoft
- Create companyCreate company in Infusionsoft
- Create contactCreate contact in Infusionsoft
- Create noteCreate note in Infusionsoft
- Create opportunityCreate opportunity in Infusionsoft
- Create orderCreate order in Infusionsoft
- Create productCreate product in Infusionsoft
- Create TaskCreate task in Infusionsoft
- Get company details by IDGet company details in Infusionsoft
- Get contact details by IDGet contact details in Infusionsoft
- Get invoice by IDGet invoice by ID in Infusionsoft
- Get payment plan by Invoice IDGet payment plan details by invoice ID in Infusionsoft
- Get payment by IDGet payment by ID in Infusionsoft
- Get payments by Invoice IDGet payments details by invoice ID in Infusionsoft
- Get product details by IDGet product details in Infusionsoft
- Make contact marketableMake contact marketable in Infusionsoft
- Search companies BatchSearch companies in Infusionsoft
- Search contacts BatchSearch contacts in Infusionsoft
- Search credit cards BatchSearch credit cards in Infusionsoft
- Search invoices BatchSearch invoices in Infusionsoft
- Search order items BatchSearch order items in Infusionsoft
- Search orders BatchSearch orders in Infusionsoft
- Search products BatchSearch products in Infusionsoft
- Search tags BatchSearch tags in Infusionsoft
- Search tags by contact ID BatchSearch tags by contact ID in Infusionsoft
- Search users BatchSearch users in Infusionsoft
- Update companyUpdate company in Infusionsoft
- Update contactUpdate contact in Infusionsoft
- Update noteUpdate note in Infusionsoft
- Update opportunityUpdate opportunity in Infusionsoft
- Update orderUpdate order in Infusionsoft
- Update productUpdate product in Infusionsoft
Any other action you can think up
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