GetAccept is a digital sales room platform that facilitates document management and e-signatures, allowing teams to engage clients effectively. With Relevance AI, you can elevate your sales processes by automating workflows and leveraging AI Agents for smarter decision-making.
GetAccept provides a robust digital sales room platform with powerful e-signature and document management features. Relevance AI amplifies these capabilities by enabling intelligent automation and AI-driven insights that streamline your sales interactions.
Intelligent Document Orchestration
The AI agent streamlines complex document workflows by automatically routing, tracking, and managing the entire signature lifecycle.
Dynamic Sales Acceleration
The agent optimizes sales cycles by triggering personalized interventions at critical engagement points.
Enhanced Analytics Mastery
Provides the agent with deep insights into document performance metrics for strategic decision-making.
Relevance AI seamlessly integrates with GetAccept to enhance your document workflows and sales processes.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Relevance AI account
- An Airtable account with access to the base and table you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
This integration enables seamless interaction between GetAccept's digital sales room platform and Relevance AI's workflow automation capabilities. With secure OAuth authentication, only authorized workflows can access your GetAccept data. Relevance AI handles API operations (like GET, POST, PATCH, DELETE) in the background—so you don’t have to worry about errors, formatting, or limits.
The integration allows you to automate document sending, tracking, and reminder functionalities while leveraging GetAccept's powerful e-signature and document management features. Built-in validation and customizable reminder systems ensure your workflows run smoothly, even when data formats vary.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the GetAccept + Relevance AI integration without writing code:
- Start with a clear document structure: Use consistent naming conventions and formats for your documents to ensure easy tracking and management.
- Utilize automated reminders: Set up customizable reminders for document signing to keep your clients engaged and informed.
- Connect securely: Ensure you have the correct OAuth credentials and permissions set up for seamless API access.
- Test your API calls: Run initial API calls with test documents to validate your setup before deploying in a live environment.
- Monitor API usage: Keep an eye on your API rate limits and implement appropriate handling to avoid disruptions in service.
