Connect Adobe Acrobat Sign and Stax

Both apps 34Adobe Acrobat Sign 16Stax 18

• 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
  List Payment

  Triggers when a new payment transaction is recorded in Stax.

• Action
  Capture payment

  Captures funds from a pre-authorized Stax transaction, turning the pre-authorization into a completed charge. Returns the updated transaction.

• Action
  Create Customer

  Creates a customer record on the Stax merchant account and returns the new customer.

• Action
  Create Item

  Creates an item in the merchant's Stax catalog and returns the new catalog item.

• Action
  Create Scheduled Invoice

  Creates a scheduled invoice that automatically generates invoices for a customer on a one-time or recurring schedule, with optional autopay. Returns the new schedule.

• Action
  Delete Catalog Item

  Deletes a catalog item from Stax.

• Action
  Delete payment method

  Deletes a customer's saved payment method in Stax and returns the deleted payment method.

• Action
  Delete Scheduled Invoice

  Deletes a recurring invoice schedule so it stops generating invoices.

• Action
  Find Customers

  Searches your Stax customers by name, email, company, phone, address or other details and returns the matching customers.

• Action
  Find Invoices

  Returns the invoices on the Stax merchant account that match the search criteria you supply, such as keywords, customer name, company, email, price, schedule or payment method.

• Action
  Find Items

  Searches the merchant's catalog for items matching a name, code, price or other criteria and returns the matching items.

• Action
  Find Payment Methods

  Returns all saved payment methods (cards and bank accounts) for a Stax customer.

• Action
  Find Payments

  Returns the payments and other transactions on the merchant account that match the search criteria, such as keywords, customer, date range, amount, type or status.

• Action
  Make a Payment

  Charges a customer's saved payment method for the amount you specify, or places a pre-authorization to capture later. Returns the resulting transaction.

• Action
  Refund payment

  Refunds all or part of a settled Stax payment transaction back to the customer.

• Action
  Update customer

  Updates an existing customer's contact details, address, notes and options in Stax, and returns the updated customer.

• Action
  Update invoice

  Updates an existing unpaid invoice's customer, amounts, line items, memos and payment options, and returns the updated invoice. Fully paid invoices cannot be edited.

• Action
  Void payment

  Voids a payment transaction in Stax before it settles, cancelling the charge.

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