Connect Adobe Acrobat Sign and Sortd for Gmail

Both apps 41Adobe Acrobat Sign 16Sortd for Gmail 25

• 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 Task Created

  Triggers when a new task is created on the chosen Sortd board.

• Trigger
  Task Archived

  Triggers when a task on the chosen Sortd board is archived.

• Trigger
  Task Assigned

  Triggers when a task on the chosen Sortd board is assigned to the given team member.

• Trigger
  Task Completed

  Triggers when a task on the chosen Sortd board is marked complete.

• Trigger
  Task Moved to List

  Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.

• Action
  Add comment

  Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.

• Action
  Add company

  Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.

• Action
  Add contact

  Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.

• Action
  Archive task

  Archives a Sortd task, moving its card off the board into the board's archive.

• Action
  Assign a Task

  Assigns a Sortd task to a member of its board and returns the updated task.

• Action
  Complete Task

  Marks a Sortd task as complete and returns the updated task.

• Action
  Create Task

  Creates a new task on a Sortd list and returns it.

• Action
  Create Task From Gmail Thread

  Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.

• Action
  Delete task

  Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.

• Action
  Find contacts by criteria

  Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.

• Action
  Get a Lists Tasks

  Returns the tasks on a Sortd list.

• Action
  Get task

  Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.

• Action
  List boards

  Returns all boards owned by a Sortd team, with each board's id, name and type.

• Action
  List lists

  Returns the task lists (columns) on a Sortd board.

• Action
  Mark Task as Incomplete

  Reopens a completed Sortd task and returns the updated task.

• Action
  Move a Task to a New List

  Moves a Sortd task to another list (on the same or another board) and returns the updated task.

• Action
  Send email

  Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.

• Action
  Unassign Task

  Clears the assignee on a Sortd task and returns the updated task.

• Action
  Update contact

  Updates an existing CRM contact in Sortd, changing only the fields you fill in.

• Action
  Update task

  Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.

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