Connect Adobe Acrobat Sign and Shape

Both apps 27Adobe Acrobat Sign 16Shape 11

• 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 Record

  Triggers when a new record is created in Shape.

• Action
  Create Record

  Creates a new record (lead) in Shape with a name, email and optional contact details.

• Action
  Find Record

  Finds Shape records by record ID, email, phone or loan number; every field sent must match.

• Action
  Get Prioritized View Count

  Returns how many records are currently in a prioritized view, optionally as one user sees it.

• Action
  Get Record Status

  Returns the current status of a Shape record.

• Action
  Get User Talk Time

  Returns a Shape user's total talk time and number of calls, optionally for a date range.

• Action
  List Record Documents

  Lists the documents attached to a Shape record, each with a temporary download link.

• Action
  List Record Types

  Returns the system's record types, for use as the record type on Create Record.

• Action
  List Statuses

  Returns the system's status groups and the statuses in each.

• Action
  List Users

  Returns the system's users, including their Marketing Profile fields.

• Action
  Update Record

  Updates fields on an existing Shape record, identified by record ID or loan number. Send {delete} to clear a field.

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