Our digital sales room empowers revenue teams to increase win rates by engaging and understanding buyers from opportunity to signed deal.
Go to siteThe GetAccept API offers a suite of capabilities for automating and enhancing document workflow and e-signature processes. Within Pipedream's serverless environment, you can leverage the GetAccept API to create documents, send them for e-signature, track their status, and manage recipients. By integrating GetAccept with other apps on Pipedream, you can build powerful workflows to streamline how your business handles agreements, sales proposals, and contracts.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
getaccept: {
type: "app",
app: "getaccept",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.getaccept.com/v1/users/me`,
headers: {
Authorization: `Bearer ${this.getaccept.$auth.oauth_access_token}`,
"Content-Type": `application/json`,
},
})
},
})
Automated Document Workflow: Trigger a workflow in Pipedream when a new lead is added to your CRM like Salesforce. Automatically generate a sales agreement using GetAccept, send it to the new lead for signing, and update the lead's status in your CRM upon completion.
Contract Renewal Reminders: Set up a scheduled Pipedream workflow that checks for contracts nearing their expiration date. Automatically send a reminder to your customer to renew their contract through GetAccept, and upon acknowledgement, update your internal databases or notify your team via apps like Slack.
Event-Driven Document Updates: When a document's status changes to signed in GetAccept, trigger a Pipedream workflow that updates related records in your project management tool, e.g., Asana. Then, send a personalized thank you email through SendGrid to the signer, and archive the final signed document in cloud storage like Google Drive.
Create a new contact in the database for the current entity See the documentation
Create a document to be able to send it to a recipient. See the documentation
GetAccept uses OAuth authentication. When you connect your GetAccept account, Pipedream will open a popup window where you can sign into GetAccept and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any GetAccept API.
Pipedream requests the following authorization scopes when you connect your account:
basic
GET
https://app.getaccept.com/oauth2/authorize
?
client_id={{oauth.client_id}}
&
redirect_uri={{oauth.redirect_uri}}
&
state={{oauth.state}}
&
response_type=code
&
scope={{oauth.space_separated_scopes}}
POST
https://app.getaccept.com/oauth2/token
content-type: application/x-www-form-urlencoded
accept: application/json
client_id={{oauth.client_id}}
&
client_secret={{oauth.client_secret}}
&
redirect_uri={{oauth.redirect_uri}}
&
grant_type=authorization_code
&
code={{oauth.code}}
POST
https://app.getaccept.com/oauth2/token
content-type: application/x-www-form-urlencoded
accept: application/json
client_id={{oauth.client_id}}
&
client_secret={{oauth.client_secret}}
&
grant_type=refresh_token
&
refresh_token={{oauth.refresh_token}}