Integrations overview

You can use Acrobat Sign inside other applications your organization already uses, such as Microsoft, Salesforce, Workday, and Marketo to name a few. Learn how you can simplify your e-signature workflows in these integration guides and tutorials.

What’s new

• Documents tab integration for Microsoft Teams
  Learn how to send documents out for signature directly from the Documents tab in Microsoft Teams
• Live Sign in Adobe Acrobat Sign for Microsoft Teams
  Learn how to create an online signing experience that resembles in-person signing during a Microsoft Teams meeting
• Create an advanced workflow with Power Automate
  Learn how to create an advance workflow using Power Automate connectors

Microsoft integrations tutorials

Filling and signing in Microsoft Outlook Fill out and sign a form directly within Microsoft Outlook	Send for signature in Outlook Send a document for signature directly within Microsoft Outlook	Send for signature in SharePoint Online Send a document for signature directly within Sharepoint Online	Tracking in SharePoint Online Track the progress of an agreement directly within Microsoft Sharepoint
Integrate a web form with SharePoint Online Learn how to map data collected from a web form into a SharePoint list	Auto archive files in SharePoint with Power Automate Learn how to automatically archive signed documents to a SharePoint library using Power Automate	Document automation with Acrobat Sign for Microsoft Power Platform Learn how to activate and use the Acrobat Sign and Adobe PDF Tools connectors for Microsoft Power apps	Send for signature in Microsoft Teams Send documents for signature directly within Microsoft Teams
Live Sign in Adobe Acrobat Sign for Microsoft Teams Learn how to create an online signing experience that resembles in-person signing during a Microsoft Teams meeting	Documents tab integration for Microsoft Teams Learn how to send documents out for signature directly from the Documents tab in Microsoft Teams	Create a simple workflow with Power Automate Learn how to create a simple workflow using Power Automate connectors	Create an advanced workflow with Power Automate Learn how to create an advanced workflow using Power Automate connectors
Microsoft Dynamics 365 for Customer Service Learn how Acrobat Sign and Microsoft Dynamics 365 for Customer Service are used to improve customer satisfaction on a self-service customer web portal	Microsoft Dynamics 365 for Field Service Learn how Acrobat Sign, Power Automate, and Microsoft Dynamics 365 for Field Service are used to streamline customer on-site engagements	Microsoft Dynamics 365 for Sales Learn how Acrobat Sign and Microsoft Dynamics 365 for Sales are used to automate the sales quote signing process

Notarize integration tutorials

Send documents for notarization Learn how to send a document for notarization

Salesforce integrations tutorials

Document Builder for Salesforce Learn how to create a reusable document template using Document Builder for Salesforce

Setting up data mapping Pull data back into Salesforce after an agreement has been signed

Setting up Merge Mapping in Salesforce Learn how to merge data from Salesforce directly into an Acrobat Sign document

Creating a custom button Create a custom button that starts the sending process and auto populates an agreement inside Salesforce

Workday integration tutorials

Acrobat Sign + Workday new hire onboarding Learn how to streamline onboarding workflows with Acrobat Sign + Workday

Marketo integration tutorials & configuration guides

Send notifications using Acrobat Sign for Salesforce and Marketo Learn how to send a text message, email, or push notification to let the signer know an agreement is on its way	Send reminders using Adobe Sign for Salesforce and Marketo video tutorial Learn how to send an email reminder from Marketo when an agreement remains unsigned after a period of time	Send reminders using Acrobat Sign for Salesforce and Marketo configuration guide Read how to send an email reminder from Marketo when an agreement remains unsigned after a period of time	Send reminders using Acrobat Sign for Microsoft Dynamics and Marketo Learn how to send an email reminder when an agreement remains unsigned after a period of time
Send notifications using Acrobat Sign for Microsoft Dynamics and Marketo Learn how to send a text message, email, or push notification to let the signer know an agreement is on its way