GetAccept and Reltio integration | Workato

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Triggers

When this happens…

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…

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

Reltio

Custom action
Custom action in Reltio (Custom)
Add record to entity
Add record to entiy in Reltio
Apply data change request
Apply data change request in Reltio
Create data change request
Create data change request in Reltio
Create record
Create record in Reltio
Create records in bulk
Create records in bulk in Reltio
Decrypt Export Url
Perform decryption of encrypted Export Url in Reltio
Delete entities as Not a Match
Delete entities as Not a Match in Reltio
Delete potential match
This API removes potential match between two entities which was created earlier
Delete record
Delete record in Reltio
Delete records in bulk
Delete records in bulk in Reltio
Export records
Export records in Reltio
Get entities by crosswalks
Get entities by crosswalks in Reltio
Get entities as Not a Match
Get entities as Not a Match for an entity in Reltio
Get entity by crosswalk
Get entity by crosswalk in Reltio
Get Internal task status by ID
Get Internal task status by ID in Reltio
Get matches for entity
Get matches for entity in Reltio
Get potential matches for entity
Get potential matches for entity in Reltio
Get record details by ID
Get record details by ID in Reltio
Get task status by ID
Get task status by ID in Reltio
Match entities
Match entities in Reltio
Merge entities
Merge entities in Reltio
Reject data change request
Reject data change request in Reltio
Search data change request
Search data change request in Reltio
Search records
Search records in Reltio
Mark entities as Not a Match
Mark entities as Not a Match in Reltio
Set entities are potential matches
Set entities are potential matches in Reltio
Unmerge entities
Unmerge entities in Reltio
Unmerge entities tree
Unmerge entities tree in Reltio
Update record
Update record in Reltio

Any other action you can think up

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