Connect Adobe Acrobat Sign and Pleo

Both apps 42Adobe Acrobat Sign 16Pleo 26

• Trigger
  Agreement Created

  Triggers when a new agreement is created in Adobe Acrobat Sign.

• Trigger
  Agreement Event Occurred

  Triggers when any event occurs on an Acrobat Sign agreement, such as creation, signing, rejection or expiry.

• Trigger
  Agreement Recalled

  Triggers when an Acrobat Sign agreement is recalled (cancelled) by its sender.

• Trigger
  Agreement Reminder Sent

  Triggers when Acrobat Sign sends a reminder to a participant of an agreement.

• Trigger
  Agreement State Changed

  Triggers when an Acrobat Sign agreement changes state — sent out, signed by everyone, recalled, rejected, expired or deleted.

• Action
  Add agreement reminder

  Creates a reminder that emails selected participants of an agreement, once or on a repeating schedule until they sign.

• Action
  Add web form

  Creates a web form (widget) from one or more documents, ready to host for signers or saved as a draft.

• Action
  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.

• Action
  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.

• Action
  Find the Agreement Status

  Returns the current status and details of an Acrobat Sign agreement, looked up by its agreement ID.

• Action
  Get library template

  Returns the details of a library template, including its name, owner, sharing mode, status and template types.

• Action
  List Agreement Reminders

  Returns the reminders set on an agreement, optionally filtered by reminder status.

• Action
  List library templates

  Returns the library templates (reusable documents and form field layers) available to the connected user.

• Action
  List users

  Returns the users in the Acrobat Sign account, optionally filtered by administrator status.

• Action
  Update agreement state

  Moves an agreement to a new state, such as cancelling, pausing, restarting or sending it.

• Action
  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.

• Trigger
  New Employee

  Triggered when a new employee is added in Pleo.

• Trigger
  New Tag

  Triggers when a new tag is added to the selected tag group.

• Action
  Add account

  Creates an account in a Pleo company's chart of accounts, matching a record in your accounting system, and returns the new account.

• Action
  Add tag group

  Creates a new tag group (a cost-centre dimension such as Projects or Departments) in Pleo.

• Action
  Add tax code

  Creates a tax code in a Pleo company, with its name, rate and type.

• Action
  Add team

  Creates a new team in a Pleo company or organisation and returns the created team.

• Action
  Create Tag

  Creates a new tag in a Pleo tag group, such as a cost centre or project, and returns the created tag.

• Action
  Delete tag

  Deletes a tag from Pleo by its ID.

• Action
  Delete tag group

  Deletes a tag group from Pleo by its ID.

• Action
  Delete tax code

  Deletes a tax code from a Pleo company.

• Action
  Get an Employee

  Returns one Pleo employee by ID, including their name, email, job title, phone, role, company and avatar.

• Action
  Get company balance

  Returns the current balance of every Pleo account belonging to a company, including available funds, pending debits and overdraft.

• Action
  Get Expense

  Returns a single Pleo expense (accounting entry) by its ID, including its amounts, merchant, category, tags, review and export status, and receipt IDs.

• Action
  Get tag

  Returns a Pleo tag by its ID, including its name, code, tag group and archived status.

• Action
  Get tag group

  Returns a tag group by its ID, including its name, code, archived status, metadata and total number of tags.

• Action
  Get Tax Code

  Returns a single tax code from Pleo, including its name, rate, type and archived status.

• Action
  Get team

  Returns a Pleo team by its ID, including its name, code, company, organisation and employee IDs. An error occurs if the team is not found.

• Action
  List accounts

  Returns the accounts in a Pleo company's chart of accounts, optionally narrowed by name, code, external ID, account ID or archived status.

• Action
  List employees

  Returns the employees in your Pleo company, optionally filtered by company, email or external ID.

• Action
  List tag groups

  Returns the tag groups for a Pleo company, or for all companies in an organisation.

• Action
  List tags

  Returns the tags in a Pleo tag group, optionally including archived tags.

• Action
  List tax codes

  Returns the tax codes for a Pleo company, optionally filtered by code, type, archived status or specific tax code IDs.

• Action
  List teams

  Returns the teams in a Pleo company or organisation, optionally filtered by name, member employee or team.

• Action
  Update tag

  Updates a tag's code, name, archived state and additional dimension values in Pleo, and returns the updated tag.

• Action
  Update tag group

  Updates a tag group's name, code, archived status and metadata. All values replace the tag group's current ones.

• Action
  Update tax code

  Updates an existing tax code in Pleo, including its name, rate, type and archived status, and returns the updated tax code.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.