Adobe Acrobat Sign Microsoft Excel

Update contract records when documents are signed

When an envelope is signed in Adobe Acrobat Sign, automatically update the matching record status in Microsoft Excel to reflect completed signing.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Adobe Acrobat Sign Explore Adobe Acrobat Sign →

Triggers
Envelope sent

Fires when a document is sent for signature in Adobe Acrobat Sign.

Envelope signed

Fires when all parties have signed a document in Adobe Acrobat Sign.

Envelope declined

Fires when a signer declines to sign in Adobe Acrobat Sign.

Envelope voided

Fires when a pending envelope in Adobe Acrobat Sign is voided.

Actions
Send envelope for signature

Sends a document out for signature via Adobe Acrobat Sign.

Void envelope

Voids a pending envelope in Adobe Acrobat Sign.

Get envelope status

Checks a document's signing status in Adobe Acrobat Sign.

Create template

Creates a reusable signing template in Adobe Acrobat Sign.

Microsoft Excel Explore Microsoft Excel →

Triggers
New page created

Fires when a new page or doc is created in Microsoft Excel.

Record added

Fires when a new record is added to a database or table in Microsoft Excel.

Doc published

Fires when a doc in Microsoft Excel is published or shared.

Status changed

Fires when a status field changes on a record in Microsoft Excel.

Actions
Create page from template

Starts a new page in Microsoft Excel from a saved template.

Add or update record

Creates or updates a record in Microsoft Excel.

Append text

Adds text to the end of an existing doc in Microsoft Excel.

Move page

Moves a page in Microsoft Excel into a different space.

Send agreement envelopes upon document approval When a record status changes to ready in Microsoft Excel, automatically send an envelope for signature in Adobe Acrobat Sign to expedite approvals. See details
Append decline notices to review documentation When an envelope is declined in Adobe Acrobat Sign, automatically append text to the internal tracking document in Microsoft Excel to highlight required revisions. See details

See all Adobe Acrobat Sign + Microsoft Excel integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update contract records when documents are signed” between Adobe Acrobat Sign and Microsoft Excel?

Yes — describe it in the box above and Knit's Integrations Agent researches Adobe Acrobat Sign and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can approving a workspace document send a agreement for e-signature?

Yes, changing a document status to ready in Microsoft Excel can automatically send an e-sign envelope via Adobe Acrobat Sign.

How can we track signed contract statuses inside our document databases?

When an envelope is signed in Adobe Acrobat Sign, you can automatically update a record status or append completion notes in Microsoft Excel.

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