Automated GetAccept Signed Deal Handoff
Every few hours, WebRun opens GetAccept, checks every sent document for a status change to signed, creates a Trello card in the onboarding board for each newly signed deal, and posts a Microsoft Teams alert tagging the rep who owns the account.
How do I automatically hand off signed GetAccept deals?
WebRun checks GetAccept every few hours for documents that just turned signed, creates a Trello onboarding card with the deal details for each one, and posts a Microsoft Teams alert tagging the rep who owns the account. Newly signed deals get handed off within hours instead of sitting unnoticed in an inbox.
- Signed deals get a Trello onboarding card within hours
- The owning rep is tagged in Teams the moment a document is signed
- Nothing signed sits unnoticed waiting for someone to check GetAccept
Built for sales operations · customer onboarding teams · account managers · B2B sales teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.getaccept.comin a real browser with your saved login - no setup, no API keys. -
1
GetAccept - check documents for signed status
getaccept.com
WebRun opens GetAccept to check documents for signed status. - Open GetAccept and list documents sent for signature
- Check each one's current status
- Separate out anything newly marked signed since the last run
Done when Every newly signed document since the last run is identified.
-
2
Trello - create an onboarding card
trello.com
WebRun opens Trello to create an onboarding card. - Create a card on the onboarding board for each newly signed deal
- Fill in the client name, deal value, and signed date
- Attach a link back to the signed document in GetAccept
Done when Every newly signed deal has an onboarding card in Trello.
-
3
Microsoft Teams - alert the owning rep
microsoft.com
WebRun opens Microsoft Teams to alert the owning rep. - Post a Teams message tagging the rep who owns the account
- Link to the new Trello card so the handoff is one click away
- Skip the alert if nothing was signed this run
Done when The owning rep has been alerted in Teams for every signed deal.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it send anything for signature itself?
No. WebRun only reads the status of documents already sent through GetAccept. It never creates or sends a new document for signature.
Will it contact the client after they sign?
No. It only creates a Trello card and posts a Teams alert for your internal team. It never emails or messages the client directly.
What if a document is only viewed, not signed?
A card is only created once GetAccept shows the document as fully signed. A viewed but unsigned document does not trigger a handoff yet.
Related templates
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