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Adobe Acrobat Sign Make integrationAutomate Adobe Acrobat Sign with Make.
What if agreements went out and got tracked without anyone copying data by hand? The Adobe Acrobat Sign Make integration gives you 14 modules: one instant trigger, eight actions and five searches. This guide links your account and walks you through a first scenario.
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What can the Adobe Acrobat Sign Make integration do for you?
The Adobe Acrobat Sign Make integration links your Acrobat Sign account to Make, a visual tool where you build a scenario: an automation made of modules, each module being one brick such as a trigger, an action or a search. Your agreements can then be sent, checked and listed from other apps without writing code.
Contracts that leave on their own. A deal is marked as won in your CRM or a row lands in a sheet, and Create an Agreement builds the agreement and emails it to the signer. Sales stops preparing each envelope by hand.
A signature status everybody can see. Watch Events lets Acrobat Sign warn Make the moment something happens on an agreement. Add Get an Agreement right after it to read the current status, then push that status to the tool your team already opens.
A clean inventory of templates and groups. List Workflows, List Web Forms and List Groups return what exists in the account, so an admin can copy it into a sheet and spot what nobody uses anymore. Search Agreements does the same for agreements.
What the integration does not do: the 14 listed modules do not cover every part of the Acrobat Sign API. For the rest, Make an API Call reuses your connection to reach any other endpoint. The same app also has an n8n node, and our n8n vs Make comparison lays out the criteria. If you are new to the editor, Make training covers the basics, and Make pricing explains how operations are counted.
How do you connect Adobe Acrobat Sign to Make?
- 01
Prepare your API credentials
You need an active Acrobat Sign account with access to API credentials. In Acrobat Sign, open Account, then Adobe Sign API, then API Applications, create an application with the CUSTOMER domain, click Configure OAuth for Application, pick the scopes and copy the Client ID and the Client secret.
- 02
Add a module and open the connection
In Make, add any Adobe Acrobat Sign module to your scenario and click Create a connection. A connection is your Acrobat Sign account linked to Make once, then reused by every module of the app. Give it a name in Connection name if you want.
- 03
Paste the credentials and confirm
Enter the Client ID and Client secret you copied, or follow the instructions Make shows on screen, and save. From then on, Make can list the agreements, groups and workflows it reads in your account when you fill a module.
Build your first scenario with Adobe Acrobat Sign
GoalWhen a new row lands in another app, Make creates an agreement in Adobe Acrobat Sign and emails it to the signer.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the + to add the first module. Pick the app where your signer data lives, such as a sheet or a CRM, and its watch module.
- 02
Add Create an Agreement
Click the + on the right of that first module, search Adobe Acrobat Sign and choose Create an Agreement. Select your connection, or click Create a connection if this is your first module of the app.
- 03
Map the signer data
Fill the module fields by mapping data from the first module: each row that arrives becomes a bundle, one item passed to the next module, and each bundle produces one agreement sent by email.
- 04
Test with Run once
Click Run once to execute the scenario one time. Read the bundles each module received, and check in Acrobat Sign that the test agreement exists.
- 05
Schedule and switch on
Set the schedule on the first module, every 15 minutes by default, then switch the scenario on. Each module run counts as an operation, the unit Make counts on your plan.
What starts an Adobe Acrobat Sign scenario
1 module starts a scenario when something happens in Adobe Acrobat Sign. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Adobe Acrobat Sign as soon as it happens.
Watch Events
Instant triggerIn Make“Triggers when a new event given in the parameters is occured.”
You get a scenario that starts as soon as the event you choose happens in Acrobat Sign, without Make having to check the account over and over. You pick the event in the module settings, and each occurrence arrives as one bundle ready for the next modules.
What Adobe Acrobat Sign can do in Make
Adobe Acrobat Sign gives you 13 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Create an Agreement
ActionIn Make“Creates a new agreement and sends it by email.”
This is the module that saves you from preparing each envelope: it creates a new agreement in Acrobat Sign and sends it by email to the people who must sign. It is the natural end of a scenario that starts in a CRM or a form.
Get a Group
ActionIn Make“Retrieves detailed information about the group.”
You obtain the full details of one group of your Acrobat Sign account, fetched by the scenario instead of looked up in the admin screens. It works on a single group that you already know.
Get a MegaSign
ActionIn Make“Gets detailed information of the specified MegaSign parent agreement.”
With this module you read the detailed information of one MegaSign parent agreement and can reuse it in the following modules, for a report or a message to the sender.
Get an Agreement
ActionIn Make“Retrieves the current status of an agreement.”
Here you learn where a single agreement stands: the module returns its current status so the scenario can decide what comes next. It pairs well with Watch Events: the trigger says something happened, this module tells you where the agreement stands now.
Get a Web Form
ActionIn Make“Retrieves the details of a web form.”
You get the details of one web form, pulled straight into the scenario so you can copy them elsewhere or check them before another step.
Get a Workflow
ActionIn Make“Retrieves the details of a workflow.”
This module hands you the details of one Acrobat Sign workflow, so a scenario can show how that workflow is set up without anyone opening the account.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
When none of the listed modules does what you need, this one lets you call any endpoint of the Acrobat Sign API from the scenario, with the connection you already set up. No second login is required.
Update an Agreement Status
ActionIn Make“Updates an agreement status.”
You change the status of an existing agreement from the scenario, which keeps Acrobat Sign in line with a decision made in another tool.
List Groups
SearchIn Make“Retrieves all the groups in an account.”
You receive every group of the account, one bundle per group, which is the simplest way to keep a list of your teams outside Acrobat Sign.
List MegaSigns
SearchIn Make“Retrieves MegaSign parent agreements for a user.”
This search brings back the MegaSign parent agreements of a user, so you can follow those bulk sendings from a single table.
List Web Forms
SearchIn Make“Retrieves web forms for a user.”
You see all the web forms of a user at once, each one arriving as its own bundle that the next module can process.
List Workflows
SearchIn Make“Retrieves workflows for a user.”
This module returns the workflows available to a user, which makes a quick overview possible without clicking through the account settings.
Search Agreements
SearchIn Make“Searches for agreements.”
You find agreements in the account and get them back as bundles, ready to be checked, copied or updated by the next modules.
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