Smartsuite API for Adobe Acrobat Sign (Through Make.com)
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Ian Tam
For legal document signing, many countries are now approved in the use of Adobe Acrobat Sign as their gold standard for e-signing tool. Industries such as legal, real estate and accounting are now using Adobe Acrobat Sign for the documents signing such as Leases, Contracts of Sale, and Tax Returns. It is not practical, nor legal, to use another tool such as Smartsuite Form to collect signatures for these kinds of legal documents. However, there is a real need to improve the efficiency of transferring the information filled in legal documents (such as names and contact details) into a database such as Smartsuite in order to do further work. Currently, most databases are not supporting this integration, and people are still manually retyping this information into their system once collected the form. From what I observed, Airtable, Slack and Typeform have all produced API's for Adobe Acrobat Sign and integrate through Make.com. To what extend they integrate to? I do not know. I have not tried using these other products. However, I think it would be absolutely amazing if Smartsuite could have this capability ....... one day!
Jon Darbyshire
Hey Ian Tam, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on the specific data fields you would like to see transferred from Adobe Acrobat Sign to Smartsuite?
- What are the key features you would like to see in the integration between Adobe Acrobat Sign and Smartsuite?
- Can you share any specific workflows or processes that you would like to be automated with this integration?
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Ian Tam
Jon Darbyshire
- Name, Address, Phone, Date, Email, Text, Signature, Numeric
- The key feature is being able to map across the fields being filled in PDF Forms by Adobe and automatically populate them in Smartsuite records.
- Workflow: It would be great if the filled (Signed) PDF form can be automatically stored in a File/Image field of a Smartsuite record.