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Adobe Sign + Plaid Integrations

Syncing Adobe Sign with Plaid is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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About Adobe Sign

Adobe Sign is a cloud-based service that lets an individual or organization send, secure, track, and manage e-signature processes.

About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations
Connect Adobe Sign + Plaid in easier way

It's easy to connect Adobe Sign + Plaid without coding knowledge. Start creating your own business flow.

    Triggers
  • Document Signed

    Triggers when a new document signed

  • New Item

    Triggers when a new item is created.

    Actions
  • Send Agreement

    Creates an agreement. Sends it out for signatures.

  • Create payment recipient

    Create a new payment recipient

Compliance Certifications and Memberships

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How Adobe Sign & Plaid Integrations Work

  1. Step 1: Choose Adobe Sign as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Plaid as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Adobe Sign to Plaid.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am