GetAccept and Quickbase 통합과 자동화

다양한 솔루션을 매끄럽게 연결하세요. Workato로 워크플로를 자동화하고 효율성을 향상시켜 보세요.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Do everything in one place

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

Quickbase
  • New record
    New record in Quickbase
  • New record Real-time
    New record in Quickbase
  • Scheduled record search using query Batch
    Scheduled record search using query in Quickbase
  • New/updated record
    New/updated record in Quickbase
  • New/updated record Real-time
    New/updated record in Quickbase

    • Any other trigger you can think up

Actions

Do this…

GetAccept
  • Create contact
    Create a new contact 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
  • 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

Quickbase
  • Custom action
    Custom action in Quickbase (Custom)
  • Create record
    Create record in Quickbase
  • Create and update records in bulk from CSV file Batch
    Create and update records in bulk from CSV file into Quickbase
  • Delete record
    Delete record from Quickbase
  • Download attachment
    Download attachment from Quickbase
  • Update record
    Update record in Quickbase
  • Get records from report in Quickbase Batch
    Get records from report in Quickbase
  • Delete records in a report Batch
    Delete records in a report in Quickbase
  • Search records Batch
    Search for records in Quickbase

    • Any other action you can think up

Workato의 놀라운 기능

필요한 만큼 지능형 자동화를 손쉽게 설정하세요.
  • 사용 가능한 수천 개의 템플릿 제공
  • 지능형 자동화로 업무를 가속화하세요.
  • 더 빠르게 해보세요
  • 봇을 만들어 바로 활용하세요

시장을 선도하는 기업들이 Workato를 사용합니다

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