Do everything in one place
Customize your GetAccept and Rev Ops 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
Rev Ops
- Account Change Event Real-timeTriggers when account created or updated in RevOps
- Deal Change Event Real-timeTriggers when deal created or updated in RevOps
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
Rev Ops
- Calculate Usage and CostCalculate usage and cost in RevOps
- Create AccountCreates and verifies payable accounts in RevOps
- Create InvoiceCreate an invoice in RevOps
- Create or Update UsageEventCreate or update usage event in RevOps
- Create PlanCreate plan in RevOps
- Delete AccountDelete account in RevOps
- Void InvoiceVoid an invoice in RevOps
- Get Account InstanceGet a account in RevOps
- Get Deal InstanceGet a deal in RevOps
- Get Invoice InstanceGet a invoice in RevOps
- Get List of AccountsGet a list of accounts in RevOps
- Get List of DealsGet a list of deals in RevOps
- Get List of InvoicesGet a list of invoices in RevOps
- Get List of PlansGet a list of plans in RevOps
- Get List of Usage EventsGet a list of usage events in RevOps
- Get Plan InstanceGet a plan in RevOps
- Get Usage Event InstanceGet a usage event in RevOps
- Send Invoice NotificationSend an invoice notification in RevOps
- Invoice PaymentCharge an invoice in RevOps
- Update AccountUpdate account in RevOps
- Update InvoiceCreate an invoice in RevOps
- Update PlanUpdate plan in RevOps
Any other action you can think up
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