--- title: "Connect Adobe Acrobat Sign and Salesforce - APIANT.ai" description: "When \"Agreement Created\" fires in Adobe Acrobat Sign, your agent runs \"Create object record\" in Salesforce." canonical: "https://apiant.ai/connect/adobe-acrobat-sign-to-salesforce" --- # Connect Adobe Acrobat Sign and Salesforce When **Agreement Created** fires in [Adobe Acrobat Sign](https://apiant.ai/connections/adobe-acrobat-sign), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce 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 Salesforce **2** triggers Salesforce **9** 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 Salesforce 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 Salesforce can do together ### From Adobe Acrobat Sign to Salesforce - When **Agreement Created** in Adobe Acrobat Sign then **Create object record** in Salesforce - When **Agreement State Changed** in Adobe Acrobat Sign then **Find most recent created or updated record** in Salesforce ### From Salesforce to Adobe Acrobat Sign - When **New object record** in Salesforce then **Create an Agreement From Uploaded Document** in Adobe Acrobat Sign - When **New or updated object record** in Salesforce 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 Salesforce ## Triggers and actions 7 triggers · 20 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 object record** Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending. - Trigger **New or updated object record** Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending. - Action **Create object record** Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values. - Action **Delete object record** Deletes an existing SObject record by object type and record ID. - Action **Describe object** Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names. - Action **Find most recent created or updated record** Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1). - Action **Find object records** Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches. - Action **Get object record** Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list. - Action **List objects** Lists all available SObject types (standard and custom) on the org. - Action **SOQL query** Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY. - Action **Update object record** Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204). ## 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) - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) 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 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) - [ **Adobe Acrobat Sign to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/adobe-acrobat-sign-to-gmail) ## More into Salesforce - [ **HubSpot to Salesforce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesforce) - [ **Google Calendar to Salesforce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesforce) - [ **Google Drive to Salesforce** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesforce) - [ **Mailchimp to Salesforce** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesforce) - [ **QuickBooks Online to Salesforce** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-salesforce) - [ **Pipedrive to Salesforce** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-salesforce) Questions ## Adobe Acrobat Sign and Salesforce, 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 Salesforce when something happens in Adobe Acrobat Sign? Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesforce to Adobe Acrobat Sign? Yes. When something happens in Salesforce, your agent can act in Adobe Acrobat Sign too. This page covers both directions: Salesforce'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 Salesforce? 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 Salesforce 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.