Do everything in one place
Customize your GetAccept and Insightly 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
Insightly
- New contactNew contact in Insightly
- New organisationNew organisation in Insightly
- Updated contactUpdated contact in Insightly
- Updated opportunityUpdated opportunity in Insightly
- Updated organisationUpdated organisation in Insightly
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
Insightly
- Custom actionCustom action in Insightly (Custom)
- Add note to opportunityAdd note to opportunity in Insightly
- Create contactCreate contact in Insightly
- Create eventCreate event in Insightly
- Create opportunityCreate opportunity in Insightly
- Create organisationCreate organisation in Insightly
- Get user by IDGet user by ID in Insightly
- Search contacts BatchSearch contacts in Insightly
- Search pipelines BatchSearch pipelines in Insightly
- Search users BatchSearch users in Insightly
- Update contactUpdate contact in Insightly
- Update opportunityUpdate opportunity in Insightly
Any other action you can think up
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