How to integrate Airtable with Adobe Acrobat Sign to send contracts created in Airtable via Adobe Acrobat Sign

Many people are likely using Airtable to manage information and organize data. By using Yoom's extension, you can streamline contract operations and centralize data management and electronic signatures by sending contracts created in Airtable via Adobe Acrobat Sign directly from Airtable's management interface. This article explains how to send contracts created in Airtable using Adobe Acrobat Sign. This integration can smooth the contract process and improve business productivity. It can be achieved without any coding. Please read to the end. Recommended for: - Those using Airtable for contract operations and facing challenges with manual document creation and sending. - Those currently using Adobe Acrobat Sign and looking to further streamline the contract process. - Those who want to centrally manage contract information for multiple clients or projects and process it accurately and quickly. - Those aiming to promote paperless contracts to reduce costs and environmental impact. - Those considering reducing human error and standardizing processes in contract management. Benefits and Examples of Integrating Airtable and Adobe Acrobat Sign: Benefit 1: Speeding Up the Contract Process In contract operations, the process from document preparation to confirmation and signature requests tends to become complicated. By integrating Airtable and Adobe Acrobat Sign, you can manage contract templates in Airtable, easily auto-fill necessary information, and send them quickly. This automation significantly reduces the lead time of the contract process. For example, when a real estate agent creates contracts for multiple clients, eliminating manual data entry can shorten the time required for contract procedures. Benefit 2: Improving Information Accuracy and Reducing Human Error When entering contract information manually, input errors or omissions can easily occur, leading to contract delays or issues. This integration automatically reflects customer information centrally managed in Airtable onto Adobe Acrobat Sign's contract templates, greatly reducing the risk of errors. For instance, in the staffing industry, it ensures that the information of the dispatch destination and staff is accurately reflected in the contract, enhancing mutual reliability. Benefit 3: Promoting Paperless Operations and Reducing Environmental Impact Using paper contracts incurs printing, mailing, and storage costs, and also impacts the environment. By adopting this automation, you can fully digitize contracts, reducing paper usage, and simultaneously achieving cost savings and environmental impact reduction. For example, by digitizing enrollment contracts for online courses, educational institutions can eliminate physical document handling, leading to eco-friendly operations. Now, let's explain how to send contracts from Airtable using Adobe Acrobat Sign with the no-code tool Yoom. [About Yoom] How to Send Contracts Created in Airtable Using Adobe Acrobat Sign: This can be achieved by receiving records registered in Airtable's database using Airtable's API and sending contracts created in Airtable to the specified cloud in Adobe Acrobat Sign using Adobe Acrobat Sign's API. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily realized without programming knowledge. This flow will proceed through the following four processes: - Integrate Airtable and Adobe Acrobat Sign with My Apps - Copy the template - Set up Airtable triggers and subsequent Adobe Acrobat Sign integration settings - Turn on the trigger and confirm the automated integration If you are not using Yoom, please register for free from [here](https://yoom.fun/members/sign_up?_gl=1*jrwzd7*_gcl_au*MTY3NDQ2MzE2MS4xNzE5MzgyMDY4*_ga*NTcxOTYyNzgyLjE3MTkzODIwNjg.*_ga_663H387CXM*MTcyMjQ4ODg2Ny4xNTEuMS4xNzIyNDkwMzk2LjYwLjAuNjYyMDU0NDY0). If you are already using Yoom, please log in.

Step 1: Integrate Airtable and Adobe Acrobat Sign with My Apps

First, register Airtable with My Apps.
Here, you will configure the settings to register the app information to be integrated into Yoom. Log in to the Yoom workspace and click + New Connection on the My Apps screen.

Enter Airtable in the search box and click Airtable.

A screen like the one in the image below will be displayed, so click "Add Base" within the red frame.
After clicking the workspace you want to integrate, click "Allow Access".

The screen will switch, and Airtable will be added to My Apps.

Next, register Adobe Acrobat Sign with My Apps.
Here, you will configure the settings to register the app information to be integrated into Yoom. Log in to the Yoom workspace and click + New Connection on the My Apps screen.

Enter Adobe Acrobat Sign in the search box and click the displayed suggestion.

A screen like the one in the image below will be displayed, so enter the registration details for Adobe Acrobat Sign.
For detailed settings on Adobe Acrobat Sign, please check here.

‍

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

Step 3: Set up Airtable triggers and subsequent Adobe Acrobat Sign integration

Let's install the Chrome extension.

Install the Chrome extension from here, and with the app's web page open, launch Yoom's Flowbot from the extension.

Available only on Google Chrome. For more details, check here.
Once the extension is installed, click "Next" at the bottom of the screen.

‍

A screen like the image below will be displayed.
Enter the content according to the annotation below the input field.

Once you have entered the information, click Test, and after the test is successful, click Save.

Next, proceed with the Adobe Acrobat Sign settings.
Click on the red frame area in the image below.

On the following screen, check if there are any mistakes with the Adobe Acrobat Sign integration account and click "Next".

The API connection settings screen will be displayed.
Enter the content according to the annotation at the bottom of the input field.

When you click on the input field, "Suggestions" and "Output" will be displayed.
Clicking on the content you want to enter makes it easy to input.

Once you have entered the information, click Test, and after confirming the test is successful, click "Test".

Step 4: Turn on the trigger and confirm the automation integration

Finally, click "Turn on Trigger" to complete the automation settings.
Check if the Flowbot is activated correctly.

The template used this time is here.

Other Automation Examples Using Airtable and Adobe Acrobat Sign

① Search Airtable records and send emails via Gmail on a specified schedule

This flow involves searching Airtable records and sending emails via Gmail on a specified schedule. By utilizing this template, you can automate task management at regular intervals, preventing task omissions and improving work efficiency.

‍

② Update Airtable record information when a row is updated in Google Sheets

This flow adds kintone information to Airtable. By utilizing this flow, data updated in Google Sheets is automatically reflected, eliminating the need for manual data entry. Automating updates not only helps prevent human errors but also allows for speedy information sharing as there is no need to wait for manual completion.

③ Sending Contracts from kintone via Adobe Acrobat Sign

This is the flow for sending contracts from kintone via Adobe Acrobat Sign. By using this template, the manual effort required for sending contracts is reduced, thereby streamlining the contract sending process and potentially improving the overall speed of operations.

‍

Summary

This time, we introduced the automation integration of Airtable and Adobe Acrobat Sign using Google's extension. By using this flow, you can achieve efficiency and accuracy improvements in contract operations. By reducing manual work and incorporating automation, you can optimize business processes and enhance competitiveness.
No special skills or knowledge are required to implement automation with Yoom.
It's easy to operate as you just need to input according to the instructions.
Be sure to take advantage of Yoom's automation and experience the efficiency in your operations!

‍