GetAccept (Preview)

GetAccept provides a sales enablement platform for sales to design, send, promote, track, and e-sign sales documents, leveraging sales collateral, contract management, proposals, and electronic signatures in one place.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
Contact
Name GetAccept API Team
URL https://app.getaccept.com/api
Email integrations@getaccept.com
Connector Metadata
Publisher GetAccept, Inc.
Website https://www.getaccept.com
Privacy policy https://www.getaccept.com/privacy-policy
Categories Sales and CRM;Productivity

GetAccept provides a sales enablement platform for sales to design, send, promote, track, and e-sign sales documents, leveraging sales collateral, contract management, proposals, and electronic signatures in one place. This connector helps to automate your workflows for document storage, retrieval, task assignment, and customized notifications.

Prerequisites

A GetAccept account is required to use this connection. Go to getaccept.com to register a free account.

How to get credentials?

Only a valid GetAccept account is required as OAuth2 is used to authenticate the current logged-in user in GetAccept.

Known issues and limitations

Please contact our [mailto:support@getaccept.com](technical support) for any integration related issues.

Throttling Limits

Name Calls Renewal Period
API calls per connection10060 seconds

Actions

Create and send document or template

You must create a document to be able to send it to a recipient. When creating a document you can refer to previously uploaded files with file_id or you can choose to create a document and upload the files in on API post. You can only upload ONE file when including a file in the create document POST.

Use either file_ids parameter to use existing uploaded file(s), file_content to send the document as base64 encoded string or do a multipart post with file parameter.

All recipients must have either a valid e-mail or a mobile number.

All events are recorded using requestor IP address. You can override this using header CLIENT_IP containing the end-users public IP address.

Create contact

This will create a new contact in the database for the current entity

Create user

This will create a new contact in the database for the current entity

Download document

Document file can always be downloaded but most likely you want to download it when it has status Signed.

You can select to receive a download-url or get the binary file.

The download URL is accessable 10 minutes after a request has been made.

Get document details

Get document details by specifying a document id.

Get document fields

Get a list of fields for a document or template. Can be used both before and after a document has been signed.

Get document recipients

Get a list of recipients for a specific document.

Get template fields

Receive a list of fields for a specific template.

Get template roles

Receive a list of roles for a specific template.

Get user details

This call will return details of a single user. Receive details and available entities of the current authenticated user using user-id me

List attachments

Receive a list of available attachments. You can add new attachments in GetAccept using a new document.

List contacts

Receive a list of available contact for the current entity. All contacts added as a recipient are saved as a contact and is available for later use on that entity.

List documents

Get a list of available documents

List templates

Receive a list of available document templates. You can add new templates under the Templates-section in GetAccept.

List users

Fetch a list of active users for the current authenticated entity

List videos

Receive a list of available videos on the entity. You can add new videos in the mobile app or inside GetAccept.

Send existing document

When you send a document via GetAccept, we deliver an email to all recipients, each containing a unique, secured link. This API call triggers the document send action and can only be performed on documents with document_status = draft. The document will be sent to recipients you provided when it was created.

If document was created using self-sign option it will also be self-signed by the authenticated or specified user before sending.

Upload a document file

You can upload one file at a time and get a file id. The file id is used to connect a file with a GetAccept document which is sent to recipients. If you want to upload mutliple files you run multiple POST. We only accept files up to 10 MB as default. Uploaded file need to be imported/added to a document within 48 hours after uploading.

We recommended you to upload PDF files in order to guarantee the same look when sent. Other file types can be converted, such as:

Mirosoft Office: doc, docx, xl, xls, xlsx, ppt, pptx Mac: numbers, key Images: jpg, jpeg, png Other: html, tex, csv

Upload a video

You can upload attachment files to include with documents you send. Successful request will return the attachment_id. Use attachment_id to assign an attachment to a document.

Upload an attachment

You can upload attachment files to include with documents you send. Successful request will return the attachment_id. Use attachment_id to assign an attachment to a document.

Create and send document or template

You must create a document to be able to send it to a recipient. When creating a document you can refer to previously uploaded files with file_id or you can choose to create a document and upload the files in on API post. You can only upload ONE file when including a file in the create document POST.

Use either file_ids parameter to use existing uploaded file(s), file_content to send the document as base64 encoded string or do a multipart post with file parameter.

All recipients must have either a valid e-mail or a mobile number.

All events are recorded using requestor IP address. You can override this using header CLIENT_IP containing the end-users public IP address.

Parameters

Name Key Required Type Description
ID
id string

Attachment ID received from list or after upload

Require view
require_view boolean

Require that recipient view the attachment

Type
type string

file or external where file is an uploaded file and external is a link to an external file

Field ID
id string

ID of custom template field

Field Name
name string

Name of custom template field

Field Value
value string

Value of custom template field

Expiration date
expiration_date date-time

Date and time when the document should expire

External ID
external_id string

External system ID for identification

File content
file_content string

Base64 encoded file content

File IDs
file_ids string

Comma-separated, unique file-ids received when uploading files

File URL
file_url string

Url to document file. Documents must be public available for download

Send automatically
is_automatic_sending boolean

If the document should be sent after creation

Send reminders
is_reminder_sending boolean

Should automatic reminders be sent

Schedule sending
is_scheduled_sending boolean

Should the sending be scheduled for sending in the future

Sign document
is_signing boolean

Should the document be sent for signing

Handwritten signature
is_signing_biometric boolean

Use handwritten signature

Allow signature transfer
is_signing_forward boolean

Should recipients be able to transfer signature rights

Sign with initials
is_signing_initials boolean

Sign document using recipient initials

Send SMS
is_sms_sending boolean

Should the document be sent to recipient mobile by text

Document name
name True string

Enter a name of the document

Company name
company_name string

Company name of the recipient

Company number
company_number string

Company number of the recipient

Email
email string

Email address of the recipient

First name
first_name string

Recipient first name

Last name
last_name string

Last name of recipient

Mobile
mobile string

Mobile phone in international format

Note
note string

Additional note for a recipient

Signing order
order_num integer

If signing order is enabled

Recipient type
role string

The kind of recipient in the document

Template role
role_name string

The name of the role in a template

Verify EID
verify_eid boolean

Verify using EID

EID type
verify_eid_type string

EID type to be used for personal verification

Enable question
verify_qna boolean

Should a question be asked

Verification answer
verify_qna_answer string

The answer to question

Question on open
verify_qna_open boolean

Should question be asked before opening document

Verification question
verify_qna_question string

Question to ask for verification

Sign question
verify_qna_sign boolean

Should a question be asked before signing

Verify SMS
verify_sms boolean

Verify recipient by SMS

Verify SMS on open
verify_sms_open boolean

Verify SMS on open

Verify by SMS
verify_sms_sign boolean

Should a SMS verify the recipient before signing

Schedule send date
scheduled_sending_time date-time

Date and time when the document should be sent out

Sender email override
sender_email string

Send from other email than authenticated user

Sender user override
sender_id string

Send from other user than authenticated

Template ID
template_id string

Select a template to use for the sending

Document type
type string

Set the type/category of the document

Document value
value integer

Value of deal or document

Video ID
video_id string

Select a video to use for the sending

Returns

A document is one or multiple uploaded file(s) that is to be sent to one or many recipients created by a user.

Document
Document

Create contact

This will create a new contact in the database for the current entity

Parameters

Name Key Required Type Description
company_name
company_name string

Associated company name

company_number
company_number string

Associated company number

email
email string

Email address of the contact

first_name
first_name string

First name of the contact

fullname
fullname string

Use to specify full name instead of first/last name

last_name
last_name string

Last name of the contact

mobile
mobile string

Mobile number in international format

note
note string

Optional internal note for contact

phone
phone string

Phone number in international format

title
title string

The title of the contact, ex. CEO, Sales manager

Returns

Name Path Type Description
Contact ID
contact_id string

ID of the created contact

Create user

This will create a new contact in the database for the current entity

Parameters

Name Key Required Type Description
company_name
company_name string

Associated company name

company_number
company_number string

Associated company number

email
email string

Email address of the contact

first_name
first_name string

First name of the contact

fullname
fullname string

Use to specify full name instead of first/last name

last_name
last_name string

Last name of the contact

mobile
mobile string

Mobile number in international format

note
note string

Optional internal note for contact

phone
phone string

Phone number in international format

title
title string

The title of the contact, ex. CEO, Sales manager

Returns

A user is defined by it´s e-mail address and is connected to one or many entities.

User Roles

Administrator:

  • View all documents
  • Edit all documents
  • Change entity settings, info and billing
  • Add new users to the entity
  • Assign entity roles

Manager:

  • View team documents
  • Edit all documents
  • Add new users to the entity

Entity

An entity is the top node and all users and corresponding documents are connected to an entity. An entity is often the same as a company, a country or a department in a large organization.

User
User

Download document

Document file can always be downloaded but most likely you want to download it when it has status Signed.

You can select to receive a download-url or get the binary file.

The download URL is accessable 10 minutes after a request has been made.

Parameters

Name Key Required Type Description
Document ID
documentId True string

Document ID

Return the binary file directly
direct string

Return the binary file directly

Returns

Name Path Type Description
document_url
document_url string
file
file string

Get document details

Get document details by specifying a document id.

Parameters

Name Key Required Type Description
Document ID
documentId True string

Document ID

Returns

A document is one or multiple uploaded file(s) that is to be sent to one or many recipients created by a user.

Document
Document

Get document fields

Get a list of fields for a document or template. Can be used both before and after a document has been signed.

Parameters

Name Key Required Type Description
Document ID
documentId True string

Document ID

Returns

Field list

Fields
Fields

Get document recipients

Get a list of recipients for a specific document.

Parameters

Name Key Required Type Description
Document ID
documentId True string

Document ID

Returns

Recipient list

Recipients
Recipients

Get template fields

Receive a list of fields for a specific template.

Parameters

Name Key Required Type Description
Template ID
templateId True string

Template ID

Returns

Field list

Fields
Fields

Get template roles

Receive a list of roles for a specific template.

Parameters

Name Key Required Type Description
Template ID
templateId True string

Template ID

Returns

Name Path Type Description
roles
roles array of object
email
roles.email string
first_name
roles.first_name string
last_name
roles.last_name string
mobile
roles.mobile string
role
roles.role string
role_id
roles.role_id string
role_name
roles.role_name string

Get user details

This call will return details of a single user. Receive details and available entities of the current authenticated user using user-id me

Parameters

Name Key Required Type Description
User ID
userId True string

User ID

Returns

A user is defined by it´s e-mail address and is connected to one or many entities.

User Roles

Administrator:

  • View all documents
  • Edit all documents
  • Change entity settings, info and billing
  • Add new users to the entity
  • Assign entity roles

Manager:

  • View team documents
  • Edit all documents
  • Add new users to the entity

Entity

An entity is the top node and all users and corresponding documents are connected to an entity. An entity is often the same as a company, a country or a department in a large organization.

User
User

List attachments

Receive a list of available attachments. You can add new attachments in GetAccept using a new document.

Returns

Name Path Type Description
attachments
attachments array of object
attachment_id
attachments.attachment_id string
attachment_title
attachments.attachment_title string
attachment_type
attachments.attachment_type string
attachment_url
attachments.attachment_url string
library
attachments.library boolean
published
attachments.published boolean

List contacts

Receive a list of available contact for the current entity. All contacts added as a recipient are saved as a contact and is available for later use on that entity.

Returns

response
object

List documents

Get a list of available documents

Parameters

Name Key Required Type Description
Filter list on status
filter string

Filter list on status

How to sort results
sort_by string

How to sort results

Sort order of results
sort_order string

Sort order of results

Include documents from team members
showteam boolean

Include documents from team members

Include all documents from entity
showall boolean

Include all documents from entity

External ID
external_id string

An external ID is a custom field which can contain a unique record identifier from a system outside of GetAccept

Offset
offset number

Start list from record x until limit

Limit
limit number

Number of records to list

Returns

Document list

Items
Documents

List templates

Receive a list of available document templates. You can add new templates under the Templates-section in GetAccept.

Parameters

Name Key Required Type Description
Show all
showall string

Show all templates for entity

Folder ID
folder_id string

Show templates in a specific folder

Returns

Name Path Type Description
templates
templates array of object
tags
templates.tags string
created_at
templates.created_at string
external_editor_type
templates.external_editor_type string
field_count
templates.field_count integer
id
templates.id string
is_editable
templates.is_editable boolean
is_private
templates.is_private boolean
name
templates.name string
page_count
templates.page_count integer
role_count
templates.role_count integer
sender_name
templates.sender_name string
sender_thumb_url
templates.sender_thumb_url string
thumb_url
templates.thumb_url string
type
templates.type string
user_id
templates.user_id string
video_id
templates.video_id string
video_thumb_url
templates.video_thumb_url string

List users

Fetch a list of active users for the current authenticated entity

Returns

User list

Users
Users

List videos

Receive a list of available videos on the entity. You can add new videos in the mobile app or inside GetAccept.

Returns

Name Path Type Description
videos
videos array of object
editable
videos.editable boolean
published
videos.published boolean
saved
videos.saved boolean
thumb_url
videos.thumb_url string
video_id
videos.video_id string
video_title
videos.video_title string
video_type
videos.video_type string
video_url
videos.video_url string

Send existing document

When you send a document via GetAccept, we deliver an email to all recipients, each containing a unique, secured link. This API call triggers the document send action and can only be performed on documents with document_status = draft. The document will be sent to recipients you provided when it was created.

If document was created using self-sign option it will also be self-signed by the authenticated or specified user before sending.

Parameters

Name Key Required Type Description
Document ID
documentId True string

Document ID

sender_email
sender_email email

Use this to specify the sender user/owner by email address to be used for self-signing the document.

sender_id
sender_id string

Use this to specify the sender user/owner by id to be used for self-signing the document.

Returns

A document is one or multiple uploaded file(s) that is to be sent to one or many recipients created by a user.

Document
Document

Upload a document file

You can upload one file at a time and get a file id. The file id is used to connect a file with a GetAccept document which is sent to recipients. If you want to upload mutliple files you run multiple POST. We only accept files up to 10 MB as default. Uploaded file need to be imported/added to a document within 48 hours after uploading.

We recommended you to upload PDF files in order to guarantee the same look when sent. Other file types can be converted, such as:

Mirosoft Office: doc, docx, xl, xls, xlsx, ppt, pptx Mac: numbers, key Images: jpg, jpeg, png Other: html, tex, csv

Parameters

Name Key Required Type Description
Binary File
file binary

Binary File

File name
file_name string

Filename of the document, with the extension. This will be helpful for converting different file-types.

Returns

Name Path Type Description
file_id
file_id string

ID of the uploaded file to be used in file_ids when creating a document

file_status
file_status string

Status of the uploaded file

Upload a video

You can upload attachment files to include with documents you send. Successful request will return the attachment_id. Use attachment_id to assign an attachment to a document.

Parameters

Name Key Required Type Description
Binary File
file binary

Binary File

File name
file_name string

Filename of the video, with the extension. This will be helpful for converting different file-types.

Returns

Name Path Type Description
File status
file_status string

Status of the video

File name
filename string

File name of the video

Job ID
job_id string

Id of the processing job converting and compressing the video. Poll for job status updates using /video/job/.

Video ID
video_id string

ID of the uploaded video to be used in video_id when creating a document

Upload an attachment

You can upload attachment files to include with documents you send. Successful request will return the attachment_id. Use attachment_id to assign an attachment to a document.

Parameters

Name Key Required Type Description
Binary File
file binary

Binary File

File name
file_name string

Filename of the document, with the extension. This will be helpful for converting different file-types.

Returns

Name Path Type Description
File name
filename string

File name of the attachment

Attachment ID
id string

ID of the uploaded attachment to be used in attachment_id when creating a document

Attachment title
title string

Title of the attachment

Attachment type
type string

Type of the attachment

Triggers

Subscribe to document events

This call will create a new subscription. The response will be wrapped in an array even for single object according to REST hook standards.

Events

  • document.created - Document is created
  • document.sent - Document is sent
  • document.viewed - Document is sent
  • document.signed - Document is signed
  • document.approved - Document is approved
  • document.expired - Document has expired
  • document.rejected - Document is rejected
  • document.downloaded - Document is downloaded
  • document.printed - Document is printed
  • document.forwarded - Document is forwarded
  • document.partially_signed - Document has been partially signed
  • document.commented - Document is commented
  • document.hardbounced - Document is hardbounced
  • document.imported - Document is imported
When a document has been rejected

Triggers when a document has been rejected by any of the recipients

When a document has been reviewed

Triggers when a document has been reviewed by any of the recipients

When a document has been signed

Triggers when a document has been signed by all signing parties

Subscribe to document events

This call will create a new subscription. The response will be wrapped in an array even for single object according to REST hook standards.

Events

  • document.created - Document is created
  • document.sent - Document is sent
  • document.viewed - Document is sent
  • document.signed - Document is signed
  • document.approved - Document is approved
  • document.expired - Document has expired
  • document.rejected - Document is rejected
  • document.downloaded - Document is downloaded
  • document.printed - Document is printed
  • document.forwarded - Document is forwarded
  • document.partially_signed - Document has been partially signed
  • document.commented - Document is commented
  • document.hardbounced - Document is hardbounced
  • document.imported - Document is imported

Parameters

Name Key Required Type Description
Select event
event True string

Event trigger

All entity users
global boolean

If the webhook should catch events for all entity users.

Error email
notification_email string

If the event fails, send a notification to this email instead of the sender

Payload
payload string

Additional payload data to post

Returns

Webhook payload

Webhook
Webhook

When a document has been rejected

Triggers when a document has been rejected by any of the recipients

Parameters

Name Key Required Type Description
All entity users
global boolean

If the webhook should catch events for all entity users.

Error email
notification_email string

If the event fails, send a notification to this email instead of the sender

Payload
payload string

Additional payload data to post

Returns

Webhook payload

Webhook
Webhook

When a document has been reviewed

Triggers when a document has been reviewed by any of the recipients

Parameters

Name Key Required Type Description
All entity users
global boolean

If the webhook should catch events for all entity users.

Error email
notification_email string

If the event fails, send a notification to this email instead of the sender

Payload
payload string

Additional payload data to post

Returns

Webhook payload

Webhook
Webhook

When a document has been signed

Triggers when a document has been signed by all signing parties

Parameters

Name Key Required Type Description
All entity users
global boolean

If the webhook should catch events for all entity users.

Error email
notification_email string

If the event fails, send a notification to this email instead of the sender

Payload
payload string

Additional payload data to post

Returns

Webhook payload

Webhook
Webhook

Definitions

Document

A document is one or multiple uploaded file(s) that is to be sent to one or many recipients created by a user.

Name Path Type Description
Tags
tags string
Automatic chat text
auto_comment_text string
company_name
company_name string
Created at
created_at string
Download URL
download_url string
Email message
email_send_message string
Email Subject
email_send_subject string
Expiration date
expiration_date string
External Client ID
external_client_id string
external_editor_id
external_editor_id string
external_editor_type
external_editor_type string
External ID
external_id string
Field count
field_count integer
ID
id string
Auto comment
is_auto_comment boolean
is_auto_comment_email
is_auto_comment_email boolean
is_identify_recipient
is_identify_recipient boolean
Is private
is_private boolean
Send reminders
is_reminder_sending boolean
Scheduled sending
is_scheduled_sending boolean
Is Self-signing
is_selfsign boolean
Is signed
is_signed boolean
is_signing
is_signing boolean
Handwritten signature
is_signing_biometric boolean
Allow signature transfer
is_signing_forward boolean
Signature order
is_signing_order boolean
is_video
is_video boolean
Name
name string
Parent ID
parent_id string
Preview URL
preview_url string
recipients
recipients array of Recipient
Scheduled sending time
scheduled_sending_time string
Send date
send_date string
Sender email
sender_email string
Sender name
sender_name string
Sender thumb URL
sender_thumb_url string
Sign date
sign_date string
Status
status string
Thumb URL
thumb_url string
Type
type string
Unique ID
unique_id integer
User ID
user_id string
Value
value integer

Documents

Document list

Name Path Type Description
tags
tags string
company_name
company_name string
created_at
created_at string
expiration_date
expiration_date string
id
id string
is_private
is_private boolean
is_signing
is_signing boolean
name
name string
sender_name
sender_name string
sender_thumb
sender_thumb string
status
status string
type
type string
value
value integer

Field

Field details

Name Path Type Description
field_height
field_height integer
field_id
field_id string
field_label
field_label string
field_left
field_left integer
field_top
field_top integer
field_type
field_type string
field_value
field_value string
field_width
field_width integer
is_collectable
is_collectable boolean
is_editable
is_editable boolean
is_required
is_required boolean
page_id
page_id string
recipient_id
recipient_id string
recipient_name
recipient_name string
validation_regex
validation_regex string
validation_warning
validation_warning string

Fields

Field list

Name Path Type Description
fields
fields array of Field

Recipient

Every unique e-mail address (or mobile number) that is connected to a document is a recipient.

Name Path Type Description
Company name
company_name string

Company name of the recipient

Company number
company_number string

Company number of the recipient

Document URL
document_url string

Unique URL for the recipient to view/sign

Recipient email
email string

Name of the created document

First name
first_name string

First name of the recipient

Full name
fullname string

Full name of the recipient

Gender
gender string

Gender of the recipient

ID
id string

ID of the recipient

Last name
last_name string

Last name of the recipient

Mobile
mobile string

Mobile number of the recipient

Note
note string

Note of the recipient

Signing order num
order_num string

Signing order of the recipient

Status
status string

Status of the recipient

Thumb URL
thumb_url string

Thumb URL of the recipient

Title
title string

Title of the recipient

Recipients

Recipient list

Name Path Type Description
recipients
recipients array of Recipient

User

A user is defined by it´s e-mail address and is connected to one or many entities.

User Roles

Administrator:

  • View all documents
  • Edit all documents
  • Change entity settings, info and billing
  • Add new users to the entity
  • Assign entity roles

Manager:

  • View team documents
  • Edit all documents
  • Add new users to the entity

Entity

An entity is the top node and all users and corresponding documents are connected to an entity. An entity is often the same as a company, a country or a department in a large organization.

Name Path Type Description
App Mode
app_mode string
disallow_create
disallow_create boolean
Email
email string

Email address of the user

Entity ID
entity_id string
Entity Name
entity_name string
First name
first_name string

First name of the user

ID
id string

ID of the user

Language
language string
Last name
last_name string

Last name of the user

mobile
mobile string

Mobile number in international format

Note
note string

Optional internal note for user

Phone
phone string

Phone number in international format

Role
role string
Skip sending invitation
skip_invitation boolean
Status
status string
Team ID
team_id string
Thumb URL
thumb_url string
Timezone
timezone string
Title
title string

The title of the user, ex. CEO, Sales manager

Users

User list

Name Path Type Description
users
users array of object
email
users.email string
first_name
users.first_name string
last_login
users.last_login string
last_name
users.last_name string
name
users.name string
role
users.role string
status
users.status string
team_name
users.team_name string
user_id
users.user_id string

Webhook

Webhook payload

Name Path Type Description
custom_fields
custom_fields object
Document
document Document

A document is one or multiple uploaded file(s) that is to be sent to one or many recipients created by a user.

Entity custom domain
entity.custom_domain string
Default email message
entity.email_send_message string
Default email subject
entity.email_send_subject string
Entity sub-domain
entity.sub_domain string
Event name
event string
Event action
event_action string
Event type
event_type string
Recipient
recipient Recipient

Every unique e-mail address (or mobile number) that is connected to a document is a recipient.

Subscription ID
subscription_id string

object

This is the type 'object'.