Charlie Blomkvist
Yes, monday.com can be connected to GetAccept, the Swedish sales platform for proposals, contracts and e-signatures. With the integration, a proposal or contract is created in GetAccept from the deal in monday.com, the rep sees in monday.com when the customer opens, reads and signs, and the signed document ends up on the right item. It is built in an integration platform like Make, around how your company works. This article covers what the integration does, how it is built and what to consider before you get started.
- The deal is set to Proposal in monday.com
- The document is created from a GetAccept template with customer, contact person and price from the deal
- The proposal is sent to the customer
The integration pulls the details from the deal and fills in the template, so nothing is typed in twice.
- The customer opens the proposal
- Status Opened and the timestamp are set in monday.com
- Router · Signed within five days?YesThe deal moves to WonNoA task for the rep to follow up
The rep sees in monday.com whether the customer has read the proposal and can follow up at the right moment.
- All parties have signed
- The signed PDF is saved in the file column on the deal
- The project is created on the project board and the customer is added to the finance system
Signing becomes the starting signal for delivery. The project manager and finance get the right details without anyone emailing the contract around.
- A new contact person is added to the customer record in monday.com
- Router · Does the contact exist in GetAccept?YesThe existing contact is usedNoThe contact is created
Contacts in GetAccept stay in step with the CRM, and the same person never gets two contact records.
The flows above are only examples of how it can work. Every integration is built around your process: which steps to include, what should happen in each situation and who is responsible for what.
Short answer
monday.com has no built-in GetAccept integration in its Integrations Center, and at the time of writing GetAccept has no app of its own in the monday.com marketplace. Instead, the integration is built in an integration platform like Make or Zapier, which both have ready-made apps for GetAccept and monday.com, or with custom code against the GetAccept API. The flow itself is built around your process: what should create the document, which details come along and what happens when the customer opens and signs. Zapier is enough for simple flows. Make is a better fit when the flow has conditions, several steps or needs error handling. That is where we build most integrations.
What the integration can do
Here are four common examples. Your integration can do more, less or something entirely different, depending on how you work.
When the deal reaches the right status, the document is created in GetAccept from your template. Customer, contact person, price and terms are pulled from the columns in monday.com, and the recipients are added with the right role.
GetAccept records when the document is sent, opened, reviewed and signed. The integration brings these events into status and date columns in monday.com, so the rep follows up at the right moment.
When the customer has signed, the final PDF is retrieved and saved on the item in monday.com, and can also be stored in your file storage.
Contact persons added in monday.com are created in GetAccept, so the rep always has the right recipients when the next document goes out.
Why connect monday.com and GetAccept?
- Faster to proposal. The document is created the moment the deal is ready, instead of whenever the rep has time to put it together.
- Fewer errors. The details come from the deal in monday.com and are not typed in again. Misspelled company names and wrong prices disappear.
- Follow-up at the right moment. The rep sees in monday.com when the customer has read the proposal and can call then, instead of waiting or reaching out too early.
- Sales and delivery see the same thing. A signed contract shows on the deal right away, and the project can start without anyone asking whether it went through.
How the integration is built
There are three ways to build it, and which one fits depends on how advanced the flow is.
| Option | Best when | Keep in mind |
|---|---|---|
| Zapier | A simple one-way flow, for example a signed proposal in GetAccept sets the status on the deal in monday.com | Quick to get started, but limited when the flow needs conditions, several steps or has to fetch files |
| Make | Flows with conditions, several steps and in both directions, for example documents from templates at the right status, opens and signatures flowing back, and project kickoff once the contract is done | Powerful and flexible, but requires a well-designed flow and error handling |
| Custom code against the GetAccept API | Large volumes or unusual requirements the platforms cannot handle | The most flexible, but requires someone to own and maintain the code |
For most companies, Make is the right choice, but the platform is just the tool. What determines whether the integration holds up is how it is built: how the columns in monday.com map to fields, recipients and roles in the GetAccept template, how the flow handles exceptions such as declined proposals and changed prices, and what happens when something goes wrong. An integration that works in a test but silently misses a status in production costs more than it saves. That is why we build with logging and alerts from the start, and manage the integration as the process or the systems change. API access is not included in every GetAccept plan, so check your plan before you plan the flow.
What to decide before you build
An integration is never better than the process it automates. These questions determine whether it works in practice:
- What should create the document? A status on the deal, a button on the item or an approval. Decide exactly which event in monday.com creates the document, and who is allowed to trigger it.
- Which template and which fields? The GetAccept template needs fields for what will be pulled from monday.com, and the columns must be filled in before the document is created.
- Which events should flow back? Sent, opened, reviewed and signed are all available. Decide which ones should show in monday.com and what each event should trigger.
- What happens once the contract is signed? Just a status, or should the project be created, the customer added to the finance system and the PDF saved in your file storage?
- What happens when something goes wrong? A good flow logs every run and flags when a document could not be created, instead of silently skipping it.
GetAccept and monday.com share the sales process
GetAccept is built for the sales conversation: the proposal, the attachments, tracking how the customer reads it and the signature. monday.com is built for the deals, the activities and what happens afterward. The integration lets each tool do what it does best, with the deal in monday CRM owning the data and the project in monday work management taking over once the contract is signed. If you use DocuSign, Oneflow or PandaDoc instead, read more in monday.com and DocuSign, monday.com and Oneflow and monday.com and PandaDoc.
Straviont builds the integration
We are an official monday.com partner and certified CRM specialists with monday.com, and we build integrations between monday.com and contract tools in Make. We start with the process: what should create the document, which details must be in place and what should happen once it is signed. Only then is the flow built, with logging and error handling, and we manage it as your business changes. You can find more systems we connect to monday.com under all integrations.
Frequently asked questions
Can monday.com be connected to GetAccept?
Yes. monday.com and GetAccept are connected through an integration platform like Make or Zapier, which both have ready-made apps for the two systems, or with custom code against the GetAccept API. The integration can create documents from templates, bring back opens and signatures and save the signed contract in monday.com.
Can a proposal be created automatically from a deal in monday.com?
Yes. When the deal reaches the right status, the integration can create a document in GetAccept from your template, fill it with details from the deal and add the recipients. The document can be sent directly or stay as a draft until the rep has reviewed it.
Can we see in monday.com when the customer has opened or signed?
Yes. GetAccept records when the document is sent, opened, reviewed and signed, and the integration can bring each event into status and date columns in monday.com, and trigger tasks or next steps.
Is the signed contract saved in monday.com?
Yes. When the document is signed, the integration can retrieve the PDF from GetAccept and save it in a file column on the deal, and also store it in your file storage.
What do we need in GetAccept to connect the systems?
A GetAccept account with API access. API access is not included in every plan, so check your plan with GetAccept before you plan the flow.
Should we choose Make or Zapier?
Zapier is enough for simple one-way flows. Make is a better fit when the flow has conditions, several steps, works in both directions or needs to fetch and save files, which applies to most integrations between a CRM and a contract tool.
Next steps
Start by describing the flow from deal to signed contract: what creates the document, which template is used, which events should flow back and what should happen afterward. From there, building it goes quickly. If you want help, you can book a free mapping session and we will go through it together.