Integration
Connect Adobe Acrobat Sign and Spotler CRM
When Agreement Created fires in Adobe Acrobat Sign, your agent runs Create Contact in Spotler CRM, or New Contact in Spotler CRM 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.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Adobe Acrobat Sign and Spotler CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Adobe Acrobat Sign and Spotler CRM can do together
From Adobe Acrobat Sign to Spotler CRM
When Agreement Created in Adobe Acrobat Sign
then Create Contact in Spotler CRM
When Agreement State Changed in Adobe Acrobat Sign
then Find Contact in Spotler CRM
From Spotler CRM to Adobe Acrobat Sign
When New Contact in Spotler CRM
then Create an Agreement From Uploaded Document in Adobe Acrobat Sign
When New Task in Spotler CRM
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 Spotler CRM
Triggers and actions 9 triggers · 19 actions
Trigger
Agreement CreatedTriggers when a new agreement is created in Adobe Acrobat Sign.
Trigger
Agreement Event OccurredTriggers when any event occurs on an Acrobat Sign agreement, such as creation, signing, rejection or expiry.
Trigger
Agreement RecalledTriggers when an Acrobat Sign agreement is recalled (cancelled) by its sender.
Trigger
Agreement Reminder SentTriggers when Acrobat Sign sends a reminder to a participant of an agreement.
Trigger
Agreement State ChangedTriggers when an Acrobat Sign agreement changes state — sent out, signed by everyone, recalled, rejected, expired or deleted.
Action
Add agreement reminderCreates a reminder that emails selected participants of an agreement, once or on a repeating schedule until they sign.
Action
Add web formCreates 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 TemplateCreates 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 DocumentCreates 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 StatusReturns the current status and details of an Acrobat Sign agreement, looked up by its agreement ID.
Action
Get library templateReturns the details of a library template, including its name, owner, sharing mode, status and template types.
Action
List Agreement RemindersReturns the reminders set on an agreement, optionally filtered by reminder status.
Action
List library templatesReturns the library templates (reusable documents and form field layers) available to the connected user.
Action
List usersReturns the users in the Acrobat Sign account, optionally filtered by administrator status.
Action
Update agreement stateMoves an agreement to a new state, such as cancelling, pausing, restarting or sending it.
Action
Upload a Document to Get Document IDUploads 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 ContactTriggers when a new contact is created in Spotler CRM.
Trigger
New TaskTriggers when a new task is created in Spotler CRM.
Trigger
New/Updated AccountTriggers when an account is created or updated in Spotler CRM.
Trigger
New/Updated OpportunityTriggers when an opportunity is created or updated in Spotler CRM.
Action
Create AccountCreates a new account (company) record in Spotler CRM.
Action
Create ActivityCreates an activity (call, meeting, email or note) in Spotler CRM, optionally linked to an account, contact or case.
Action
Create ContactCreates a contact in Spotler CRM, linked to an existing account.
Action
Create OpportunityCreates a new opportunity (sales deal) against an account in Spotler CRM.
Action
Find AccountFinds accounts in Spotler CRM whose name exactly matches the name you give, returning the matching account records.
Action
Find ContactFinds contacts whose email address matches exactly and returns the first match plus all matches.
Action
List Dropdown ValuesReturns the values set up in a dropdown (lookup list) on a Spotler CRM record type, such as the account types.
Action
Update Dropdown ListAppends one or more new values to a dropdown (lookup) list in Spotler CRM.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Adobe Acrobat Sign
Adobe Acrobat Sign to LeadSimpleLeadSimple is the CRM that property management and real estate companies use to scale and grow.
Adobe Acrobat Sign to SolarWinds Service DeskModern IT management. Cloud-based IT service desk and asset management solution you'll love to use.
Adobe Acrobat Sign to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Adobe Acrobat Sign to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Adobe Acrobat Sign to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Adobe Acrobat Sign to Google SheetsGoogle Sheets
More into Spotler CRM
HubSpot to Spotler CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Spotler CRMSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Spotler CRMSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Spotler CRMGoogle Sheets
Gmail to Spotler CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Spotler CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Adobe Acrobat Sign and Spotler CRM, 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 Spotler CRM when something happens in Adobe Acrobat Sign?
Any of Spotler CRM's 8 actions, including Create Account, Create Activity, Create Contact and Create Opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Spotler CRM to Adobe Acrobat Sign?
Yes. When something happens in Spotler CRM, your agent can act in Adobe Acrobat Sign too. This page covers both directions: Spotler CRM'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 Spotler CRM?
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 Spotler CRM 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.