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Business productivity ⇄ ERP

Adobe Sign to Epicor ERP integration — real-time, two-way sync

Keep Adobe Sign and Epicor ERP in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Why teams connect Adobe Sign and Epicor ERP

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Adobe Sign and Epicor ERP.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Adobe Sign is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Agreement Form Field Data, Agreement Events, Library Templates, Widgets in Adobe Sign with Customers, Suppliers, Parts, Sales orders in Epicor ERP bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • 01 Create and send an Agreement for signature automatically when a CRM opportunity or database row becomes send-ready, then write the agreement status and signed-document reference back onto that record.
  • 02 Sync completed Agreements and their Agreement Form Field Data into a Postgres warehouse so operations and finance query signer inputs (contract value, effective dates, checkbox selections) in SQL.
  • 03 Sync Epicor customers and AR invoices into a CRM so sales sees order history and credit status without ERP logins.
  • 04 Push won opportunities from the CRM into Epicor as sales orders and sync order status back.

Common sync patterns

Where Epicor ERP is the HR or people system of record

Worker and organization data from Epicor ERP stays current in Adobe Sign, so the tools people use daily reflect the org as it actually is.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

Where Adobe Sign faces customers and Epicor ERP carries account records

Order, invoice, or account status from Epicor ERP appears alongside the customer in Adobe Sign, so front-line teams answer from live data.

What you can sync between Adobe Sign and Epicor ERP

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Adobe Sign objects Epicor ERP objects How this pairing syncs
Agreement Form Field Data Merge fields prefilled at send and values captured from signers; read into a database so contract terms and inputs are queryable. Parts Item masters that anchor inventory, BOM, and order line syncs. Agreement Form Field Data is specific to Adobe Sign and Parts to Epicor ERP — each maps to any object or custom field on the other side.
Agreement Events Per-agreement audit trail of every action (viewed, delegated, signed); read-only, synced into compliance stores. Sales orders Created from won CRM opportunities; status and line changes sync back out. Agreement Events is specific to Adobe Sign and Sales orders to Epicor ERP — each maps to any object or custom field on the other side.
Library Templates Reusable document templates (libraryDocuments); referenced when creating Agreements and synced for template governance. Purchase orders Synced with procurement systems and matched against receipts. Library Templates is specific to Adobe Sign and Purchase orders to Epicor ERP — each maps to any object or custom field on the other side.
Widgets Reusable web signing forms with a public URL; submissions read out to trigger downstream onboarding or fulfillment. Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. Widgets is specific to Adobe Sign and Jobs to Epicor ERP — each maps to any object or custom field on the other side.
MegaSign Bulk-send parent objects that fan one document out to many recipients; child agreements are tracked individually. Quotes Estimates that pair with CRM opportunities during the sales cycle. MegaSign is specific to Adobe Sign and Quotes to Epicor ERP — each maps to any object or custom field on the other side.
Users Account users; provisioned and updated two-way from an HR system or identity provider. AR invoices Billing records surfaced in CRM or finance tools for collections visibility. Users is specific to Adobe Sign and AR invoices to Epicor ERP — each maps to any object or custom field on the other side.

How changes propagate between Adobe Sign and Epicor ERP

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Adobe Sign Epicor ERP Sub-second propagation

DetectionAdobe Sign notifies Stacksync of record changes through webhook events. Webhooks (REST v6 webhook subscriptions) fire near-real-time on agreement events such as created, action requested, completed, and cancelled.

DeliveryEach detected change is written to Epicor ERP through its API, with automatic retries and rate-limit backoff.

Epicor ERP Adobe Sign Interval-based propagation

DetectionStacksync polls Epicor ERP for changes on an incremental schedule, reading only records changed since the previous pass. Polling on change-date fields.

DeliveryEach detected change is written to Adobe Sign through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Adobe Sign: Per-user throttling at minute, hour, and day tiers shared between web UI and API traffic; exceeding a tier returns HTTP 429 with a Retry-After header. Exponential backoff with jitter is recommended.
  • Epicor ERP: Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments.
What ships with Adobe Sign ⇄ Epicor ERP

Connect Adobe Sign and Epicor ERP for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Adobe Sign–Epicor ERP connection.

Real-time

Two-way sync

Changes in Adobe Sign or Epicor ERP instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Adobe Sign or Epicor ERP data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Adobe Sign or Epicor ERP record.

Observability

Monitoring

Track your Adobe Sign ⇄ Epicor ERP sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Adobe Sign and Epicor ERP.

How the Adobe Sign and Epicor ERP connectors work

Adobe Sign

Integration surface
REST API v6 (JSON)
Authentication
OAuth 2.0 authorization-code flow with granular per-resource scopes (agreement_read, agreement_write, agreement_send, user_read, user_write, webhook_read, webhook_write); legacy Integration Keys also supported
Change detection
Webhooks (REST v6 webhook subscriptions) fire near-real-time on agreement events such as created, action requested, completed, and cancelled; polling GET /agreements by modifiedDate is the fallback
Capabilities
read · write · webhooks
Rate limits
Per-user throttling at minute, hour, and day tiers shared between web UI and API traffic; exceeding a tier returns HTTP 429 with a Retry-After header. Exponential backoff with jitter is recommended.

Epicor ERP

Integration surface
REST API (OData) over Epicor business objects, plus BAQ (Business Activity Query) endpoints
Authentication
API key combined with basic or token authentication, depending on version and deployment
Change detection
Polling on change-date fields; outbound calls can be wired through BPM directives, but there is no standard webhook subscription surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments
How it works

How to connect Adobe Sign to Epicor ERP — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Adobe Sign and Epicor ERP with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Adobe Sign connected
    Epicor ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Adobe Sign and Epicor ERP objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Adobe Sign ⇄ Epicor ERP
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Adobe Sign Epicor ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Adobe Sign and Epicor ERP integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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DPF US-EU-UK-CH
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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 515 integrations available for Adobe Sign and Epicor ERP.

Popular · 7 of 515
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