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 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
