Integration
Connect Adobe Acrobat Sign and Bigin by Zoho CRM
When Agreement Created fires in Adobe Acrobat Sign, your agent runs Add tags to record in Bigin by Zoho CRM, or New Event in Bigin by Zoho CRM to Create an Agreement From Uploaded Document in Adobe Acrobat Sign. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Adobe Acrobat Sign and Bigin by Zoho CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Adobe Acrobat Sign and Bigin by Zoho CRM can do together
From Adobe Acrobat Sign to Bigin by Zoho CRM
When Agreement Created in Adobe Acrobat Sign
then Add tags to record in Bigin by Zoho CRM
From Bigin by Zoho CRM to Adobe Acrobat Sign
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Adobe Acrobat Sign and Bigin by Zoho CRM
Triggers and actions 12 triggers · 46 actions
- Agreement Created
Triggers when a new agreement is created in Adobe Acrobat Sign.
- Agreement Event Occurred
Triggers when any event occurs on an Acrobat Sign agreement, such as creation, signing, rejection or expiry.
- Agreement Recalled
Triggers when an Acrobat Sign agreement is recalled (cancelled) by its sender.
- Agreement Reminder Sent
Triggers when Acrobat Sign sends a reminder to a participant of an agreement.
- Agreement State Changed
Triggers when an Acrobat Sign agreement changes state — sent out, signed by everyone, recalled, rejected, expired or deleted.
- Add agreement reminder
Creates a reminder that emails selected participants of an agreement, once or on a repeating schedule until they sign.
- Add web form
Creates a web form (widget) from one or more documents, ready to host for signers or saved as a draft.
- Create an Agreement From a Library Template
Creates an agreement from a template in your Acrobat Sign library and, depending on the chosen state, sends it out for signature or saves it as a draft.
- Create an Agreement From Uploaded Document
Creates an Adobe Acrobat Sign agreement from a previously uploaded document and, depending on the chosen state, sends it out for signature.
- Find the Agreement Status
Returns the current status and details of an Acrobat Sign agreement, looked up by its agreement ID.
- Get library template
Returns the details of a library template, including its name, owner, sharing mode, status and template types.
- List Agreement Reminders
Returns the reminders set on an agreement, optionally filtered by reminder status.
- List library templates
Returns the library templates (reusable documents and form field layers) available to the connected user.
- List users
Returns the users in the Acrobat Sign account, optionally filtered by administrator status.
- Update agreement state
Moves an agreement to a new state, such as cancelling, pausing, restarting or sending it.
- Upload a Document to Get Document ID
Uploads a file to Acrobat Sign and returns a temporary document ID you can use to create an agreement, web form or bulk send within 7 days.
- New Event
Triggers when a new event is added.
- New Pipeline Record
Triggers when a new pipeline record is created.
- New Product
Triggers when a new product is created.
- New Task
Triggers when a new task is added.
- Updated Company
Triggers when an existing company is updated.
- Updated Contact
Triggers when an existing contact is updated.
- Updated Pipeline Record
Triggers when a pipeline record is updated.
- Add note
Adds a note to a Bigin contact, company, pipeline record, product, task, event or call.
- Add tags to record
Add tags to a record.
- Create Call
Adds a new call record (logged or scheduled call) in Bigin.
- Create Company
Creates a new company
- Create Contact
Creates a new contact.
- Create Event
Creates a new event.
- Create or Update Company
Creates a company in Bigin, or updates the existing company when one already matches on the company's unique fields (by default the company name).
- Create or Update Contact
Creates a contact in Bigin, or updates the existing contact when one matches on the duplicate-check fields (such as email).
- Create or Update Pipeline Record
Creates a pipeline record (deal) in Bigin, or updates the existing one that matches on its unique fields (the deal name by default).
- Create Pipeline Record
Adds a new pipeline record (deal) to Bigin in the chosen sub-pipeline and stage.
- Create Product
Creates a new product.
- Create Task
Creates a new task.
- Delete company
Deletes a company (Accounts module record) from Bigin.
- Delete contact
Deletes a contact from Bigin by its ID.
- Delete pipeline record
Deletes a pipeline record (deal) from Bigin by its ID.
- Delete Product
deletes a product record from the Bigin Products module (Bigin v2 Delete Records API, same shape as the connector's Delete contact / Delete company ops).
- Delete task
Deletes a task from Bigin by its ID.
- Get company
Fetches a company by ID. An error occurs if the company is not found.
- Get contact
Retrieves the full details of a single Bigin contact by its record ID, including any custom fields.
- Get pipeline record
Retrieves one Bigin pipeline record (deal) by its ID, including its custom fields.
- Get Records Using COQL Query
Runs a COQL SELECT query against a Bigin module (Contacts, Accounts, Pipelines, Products, Calls, Events, Tasks) and returns the matching records.
- Get Task
Returns one Bigin task by its ID, with its subject, status, priority and owner.
- List Notes
Returns the notes attached to a Bigin record, such as a company, contact or pipeline record.
- Search Company
Returns the Bigin companies that match a search word, email address, phone number, or field criteria.
- Search Contact
Returns the Bigin contacts that match a search word, email address, phone number or field criteria.
- Search Event
Search Bigin events by a word, email, phone number or field criteria and return the matching events.
- Search Pipeline Record
Returns the pipeline records (deals) that match a search word, email, phone number or field criteria.
- Search Product
Returns the products that match a search word, email, phone number or field criteria.
- Search Task
Searches Bigin tasks by word, email, phone or field criteria and returns the matches.
- Update Company
Updates an existing company (Accounts module) in Bigin. Only the fields you fill in are changed.
- Update Contact
Updates an existing contact in Bigin. Only the fields you fill in are changed; blank fields are left as they are.
- Update Event
Updates an existing event
- Update Pipeline Record
Updates an existing pipeline record (deal) in Bigin. Only the fields you fill in are changed.
- Update Product
Updates an existing product in Bigin. Only the fields you fill in are changed.
- Update Task
Updates a new task.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Adobe Acrobat Sign
Adobe Acrobat Sign to LeadSimpleLeadSimple is the CRM that property management and real estate companies use to scale and grow.
Adobe Acrobat Sign to SolarWinds Service DeskModern IT management. Cloud-based IT service desk and asset management solution you'll love to use.
Adobe Acrobat Sign to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Adobe Acrobat Sign to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Adobe Acrobat Sign to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Adobe Acrobat Sign to Google SheetsGoogle Sheets
More into Bigin by Zoho CRM
ActiveCampaign to Bigin by Zoho CRMActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to Bigin by Zoho CRMOrganize anything with Airtable, a modern database created for everyone.
Asana to Bigin by Zoho CRMAsana is a collaborative information manager for workspace.
2Chat to Bigin by Zoho CRM2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
3Scribe to Bigin by Zoho CRM3Scribe is the most accurate, automated text transcription available.
5pm to Bigin by Zoho CRM5pm is an online project management tool for teams.
Questions
Adobe Acrobat Sign and Bigin by Zoho CRM, answered
What can start an automation from Adobe Acrobat Sign?
Any of Adobe Acrobat Sign's 5 triggers in the catalog, including Agreement Created, Agreement State Changed, Agreement Event Occurred and Agreement Recalled. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Bigin by Zoho CRM when something happens in Adobe Acrobat Sign?
Any of Bigin by Zoho CRM's 35 actions, including Create Call, Create Company, Create Contact and Create Event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Bigin by Zoho CRM to Adobe Acrobat Sign?
Yes. When something happens in Bigin by Zoho CRM, your agent can act in Adobe Acrobat Sign too. This page covers both directions: Bigin by Zoho CRM's triggers and Adobe Acrobat Sign's actions are listed here as well.
Do I have to build a connector for Adobe Acrobat Sign or Bigin by Zoho CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Adobe Acrobat Sign and Bigin by Zoho CRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.