Connect Adobe Acrobat Sign and vTiger CRM

Both apps 40Adobe Acrobat Sign 16vTiger CRM 24

• 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 Contact (polling)

  Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime.

• Trigger
  New event

  Triggered when any new event is added to your calendar.

• Trigger
  New Lead (polling)

  Fires when a new Lead is created in vTiger. Polls via VTQL ordered by createdtime.

• Trigger
  New opportunity

  Triggered when a new opportunity (Potential) is created in vTiger CRM.

• Trigger
  New organization

  Triggered when any new organization (Account) is added in vTiger CRM.

• Trigger
  New ticket

  Triggered when any new ticket (HelpDesk record) is added.

• Action
  Create Account

  Create an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields.

• Action
  Create Contact

  Create a Contact in vTiger. Provide lastname (required) and any other Contact fields.

• Action
  Create Lead

  Create a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields.

• Action
  Create Opportunity

  Create an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields.

• Action
  Create Record

  Create a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values).

• Action
  Create Ticket

  Create a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields.

• Action
  Delete Record

  Delete a vTiger record by its id (e.g. 11x123).

• Action
  Describe Module

  Describe the fields and metadata of a vTiger module.

• Action
  Get Current User (me)

  Return the logged-in vTiger user — useful as a connection/auth smoke test.

• Action
  List Accounts

  List Accounts (organizations) via VTQL. Optional limit (default 100).

• Action
  List Contacts

  List Contacts via VTQL. Optional limit (default 100).

• Action
  List Leads

  List Leads via VTQL. Optional limit (default 100).

• Action
  List Modules (listtypes)

  List all accessible vTiger modules (element types).

• Action
  List Opportunities

  List Opportunities (Potentials) via VTQL. Optional limit (default 100).

• Action
  List Tickets

  List Help Desk Tickets via VTQL. Optional limit (default 100).

• Action
  Query (VTQL)

  Run a vTiger Query Language (VTQL) SELECT statement and return matching records.

• Action
  Retrieve Record

  Retrieve a single record by its vTiger record id (e.g. 11x123).

• Action
  Update Record

  Update an existing vTiger record. The element JSON must include the record id and all mandatory fields.

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