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Create automated e-sign workflows

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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