Ratings

4.9

Peer Insights™

100%

Customer Recommendation

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…

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

Workato FileStorage
  • New CSV file Batch Real-time
    New CSV file in Workato FileStorage
  • New file Real-time
    New file in Workato FileStorage
  • New lines in CSV file Batch Real-time
    New CSV lines in file in Workato FileStorage
  • 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

Workato FileStorage
  • Append to file
    Append to file in Workato FileStorage
  • Generate shareable file link
    Generate shareable file link in Workato FileStorage
  • Delete directory
    Delete directory in Workato FileStorage
  • Delete file
    Delete file in Workato FileStorage
  • Create directory
    Create directory in Workato FileStorage
  • Get lines from CSV file Batch
    Get lines from CSV file in Workato FileStorage
  • Get file contents
    Get file contents in Workato FileStorage
  • Rename/move file
    Rename/move file in Workato FileStorage
  • Search files Batch
    Search files in Workato FileStorage
  • Create file
    Create file in Workato FileStorage
  • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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