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Create automated e-sign workflows

  1. Adobe Acrobat Sign Integrations
  2. What's New
  3. Product Versions and Lifecycle
  4. Acrobat Sign for Salesforce
    1. Install the Package
    2. Configure the Package
    3. User Guide
    4. Enable Digital Authentication
    5. Developer Guide
    6. Advanced Customization Guide
    7. Field Mapping and Templates Guide
    8. Mobile App User Guide
    9. Flows Automation Guide
    10. Document Builder Guide
    11. Configure Large Documents
    12. Upgrade Guide
    13. Release Notes
    14. FAQs
    15. Troubleshooting Guide
    16. Additional Articles
  5. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
      1. Installation Guide
    2. Acrobat Sign for Outlook
      1. User Guide
    3. Acrobat Sign for Word/PowerPoint
      1. User Guide
    4. Acrobat Sign for Teams
      1. User Guide
      2. Live Sign Guide
      3. Mobile User Guide
      4. Release Notes
      5. Microsoft Teams Approvals
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
      1. User Guide
      2. Release Notes
    6. Acrobat Sign Connector for Microsoft Search
      1. User Guide
      2. Release Notes
    7. Acrobat Sign for Microsoft Dynamics 
      1. Overview
      2. Dynamics Online: Installation Guide 
      3. Dynamics Online: User Guide 
      4. Dynamics On-Prem: Installation Guide 
      5. Dynamics On-Prem: User Guide
      6. Dynamics Workflow Guide
      7. Dynamics 365 for Talent
      8. Upgrade Guide
      9. Release Notes
    8. Acrobat Sign for Microsoft SharePoint 
      1. Overview
      2. SharePoint On-Prem: Installation Guide
      3. SharePoint On-Prem: Template Mapping Guide
      4. SharePoint On-Prem: User Guide
      5. SharePoint On-Prem: Release Notes
      6. SharePoint Online: Installation Guide
      7. SharePoint Online: Template Mapping Guide
      8. SharePoint Online: User Guide
      9. SharePoint Online: Web Form Mapping Guide
      10. SharePoint Online: Release Notes
  6. Acrobat Sign for ServiceNow
    1. Overview
    2. Installation Guide
    3. User Guide
    4. Release Notes
  7. Acrobat Sign for HR ServiceNow
    1. Installation Guide (Deprecated)
  8. Acrobat Sign for SAP SuccessFactors
    1. Cockpit Installation Guide (Deprecated)
    2. Recruiting Installation Guide (Deprecated)
    3. Recruiting User Guide
    4. Cloud Foundry Installation Guide
    5. Release Notes
  9. Acrobat Sign for Workday
    1. Installation Guide
    2. Quick Start Guide
    3. Configuration Tutorial
  10. Acrobat Sign for NetSuite
    1. Installation Guide
    2. Release Notes
  11. Acrobat Sign for SugarCRM
  12. Acrobat Sign for VeevaVault
    1. Installation Guide
    2. User Guide
    3. Upgrade Guide
    4. Release Notes
  13. Acrobat Sign for Coupa BSM Suite
    1. Installation Guide
  14. Acrobat Sign for Zapier
    1. Overview
    2. Create automated e-sign workflows
    3. Supported Actions
    4. E-signature workflow use cases     
  15. Acrobat Sign Developer Documentation
    1. Overview
    2. Webhooks
    3. Text Tags

Acrobat Sign for Zapier helps you automate the process of sending, tracking, and managing e-signatures. This means you don’t have to do these tasks manually. By linking Acrobat Sign with other apps, you can make your contract work faster and more efficiently, reducing delays and improving overall productivity.

To create e-signature Zaps using Acrobat Sign for Zapier:

  1. Log in to your Zapier account and then from the left panel, select + Create > Zaps.

  2. On the page that opens, select Trigger and then select any trigger from the list of options, such as Google Sheets.

    Note:

    Acrobat Sign for Zapier currently doesn’t support Triggers.

    Create automated e-sign workflows

  3. In the dialog box that opens, set up the trigger by selecting a Trigger event, and then signing in to the account you want to connect to.

  4. Select Action and then in the dialog box that opens, search for Acrobat Sign and then select Adobe Acrobat Sign.

    Create automated e-sign workflows

  5. In the Event setup dialog box that opens, select the Action event field and then select the event that you want to set the action for.

    Create automated e-sign workflows

  6. Select the Account field, then in the dialog box, select + Connect a new account. Enter your Acrobat Sign account credentials. In the confirmation dialog box, select Allow access.

    Allow access to connect Acrobat Sign to Zapier.

    Note:

    If you've previously connected multiple accounts, a list will appear. You can choose the account you want to connect to.

  7. After the account is added, select Continue.

    Create automated e-sign workflows

  8.  In the Configure step, select the Agreement ID field and then select a value for Agreement ID. Then, select Continue.

    Create automated e-sign workflows

  9. Select Test step to run the test and once done, select Publish.

    The event is triggered and you get a confirmation message.

    Note:

    You may choose to select Skip test to create the Zap without testing.

    Create automated e-sign workflows

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