--- title: "Connect Adobe Acrobat Sign and Resource Planner - APIANT.ai" description: "When \"Agreement Created\" fires in Adobe Acrobat Sign, your agent runs \"Create Project\" in Resource Planner." canonical: "https://apiant.ai/connect/adobe-acrobat-sign-to-resource-planner" --- # Connect Adobe Acrobat Sign and Resource Planner When **Agreement Created** fires in [Adobe Acrobat Sign](https://apiant.ai/connections/adobe-acrobat-sign), your agent runs **Create Project** in [Resource Planner](https://apiant.ai/connections/resource-planner), or **New Project** in Resource Planner 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. Adobe Acrobat Sign **5** triggers Adobe Acrobat Sign **11** actions Resource Planner **2** triggers Resource Planner **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Adobe Acrobat Sign and Resource Planner to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Adobe Acrobat Sign and Resource Planner can do together ### From Adobe Acrobat Sign to Resource Planner - When **Agreement Created** in Adobe Acrobat Sign then **Create Project** in Resource Planner - When **Agreement State Changed** in Adobe Acrobat Sign then **Update project** in Resource Planner ### From Resource Planner to Adobe Acrobat Sign - When **New Project** in Resource Planner then **Create an Agreement From Uploaded Document** in Adobe Acrobat Sign - When **New Resource** in Resource Planner then **Upload a Document to Get Document ID** in 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 Resource Planner ## Triggers and actions 7 triggers · 22 actions - 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 Project** Triggers when a new project is created in the workspace. - Trigger **New Resource** Triggers when a new resource (person) is added to the Resource Planner workspace. - Action **Create Assignment** Creates an assignment that books a resource on a project for a date range, optionally with a linked task. - Action **Create Project** Creates a new project in your Resource Planner workspace, with optional color, note, estimated size in hours, and billing rates. - Action **Create Resource** Creates a new resource (a person) in your Resource Planner workspace, optionally inviting them with an access role. - Action **Delete assignment** Removes an assignment from the Resource Planner schedule. - Action **Delete project** Deletes a project and all of its assignments. - Action **Delete resource** Deletes a resource (person) from your Resource Planner workspace, along with all of their assignments. - Action **Find Project** Returns the projects whose ID matches, or whose title or note contains, the search text. - Action **Find Resource** Returns the resources (people) in your workspace whose ID, name, email or note matches the search text. - Action **Update assignment** Updates an existing assignment in Resource Planner — its date range, hours per day, note, project or resource, or linked task details. Fields left blank are not changed. - Action **Update project** Updates an existing project's title, color, note, estimated hours, billing rate or per-person rate overrides. Only the fields you fill in are changed. - Action **Update resource** Updates an existing resource (person) in Resource Planner, changing only the details you supply such as name, email, capacity, cost, work days or access settings. ## Each app on its own - [ **Adobe Acrobat Sign** Adobe Acrobat Sign is a cloud-based e-signature service that allows the user to send, sign, track, and...](https://apiant.ai/connections/adobe-acrobat-sign) - [ **Resource Planner** Resource Planner is a tool for team planning and vacation management for team of all sizes.](https://apiant.ai/connections/resource-planner) Reviews ## What our customers say ## More from Adobe Acrobat Sign - [ **Adobe Acrobat Sign to LeadSimple** LeadSimple is the CRM that property management and real estate companies use to scale and grow.](https://apiant.ai/connect/adobe-acrobat-sign-to-leadsimple) - [ **Adobe Acrobat Sign to SolarWinds Service Desk** Modern IT management. Cloud-based IT service desk and asset management solution you'll love to use.](https://apiant.ai/connect/adobe-acrobat-sign-to-solarwinds-service-desk) - [ **Adobe Acrobat Sign to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/adobe-acrobat-sign-to-hubspot) - [ **Adobe Acrobat Sign to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/adobe-acrobat-sign-to-salesforce) - [ **Adobe Acrobat Sign to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/adobe-acrobat-sign-to-slack) - [ **Adobe Acrobat Sign to Google Sheets** Google Sheets](https://apiant.ai/connect/adobe-acrobat-sign-to-google-sheets) ## More into Resource Planner - [ **HubSpot to Resource Planner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-resource-planner) - [ **Google Sheets to Resource Planner** Google Sheets](https://apiant.ai/connect/google-sheets-to-resource-planner) - [ **Gmail to Resource Planner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-resource-planner) - [ **Google Calendar to Resource Planner** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-resource-planner) - [ **Google Drive to Resource Planner** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-resource-planner) - [ **Mailchimp to Resource Planner** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-resource-planner) Questions ## Adobe Acrobat Sign and Resource Planner, 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 Resource Planner when something happens in Adobe Acrobat Sign? Any of Resource Planner's 11 actions, including Create Assignment, Create Project, Create Resource and Update assignment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Resource Planner to Adobe Acrobat Sign? Yes. When something happens in Resource Planner, your agent can act in Adobe Acrobat Sign too. This page covers both directions: Resource Planner'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 Resource Planner? 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 Resource Planner 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.