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AI-native automation

Automate work acrossAdobe Sign and eFaxwith Caddi AI Agents.

Automate anything you do across Adobe Sign, eFax, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Adobe Sign and eFax

  1. Connect Adobe Sign to Caddi

    Allow

    1Sign in to Adobe Sign

    One click with your own Adobe Sign login. No API keys.

  2. Connect eFax to Caddi

    Allow

    2Sign in to eFax

    The same click again. Both tools are connected.

  3. Send fax in eFax when agreement completed in Adobe Sign.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations

Practical ways to use Adobe Sign and eFax together

  • 01

    Send fax in eFax when agreement completed in Adobe Sign.

    Caddi watches Adobe Sign for agreement completed and send fax in eFax. No copy-paste, no missed records.

  • 02

    Send agreement for signature in Adobe Sign when fax received in eFax.

    Caddi watches eFax for fax received and send agreement for signature in Adobe Sign so the two systems stay in lockstep.

  • 03

    Download fax in eFax from Adobe Sign events.

    When agreement sent happens in Adobe Sign, Caddi download fax in eFax with the right context attached.

Actions Caddi can take across Adobe Sign and eFax

  • Adobe Sign

    Agreement completed

    Triggers when all signers have completed an agreement.

  • Adobe Sign

    Agreement sent

    Triggers when an agreement is sent for signature.

  • Adobe Sign

    Agreement declined

    Triggers when a signer declines an agreement.

  • Adobe Sign

    Send agreement for signature

    Send a document or template out for e-signature.

  • Adobe Sign

    Use template

    Send an agreement built from a reusable widget or template.

  • Adobe Sign

    Download signed PDF

    Download the executed PDF and certificate of completion.

  • Adobe Sign

    Send reminder

    Nudge signers who haven't completed yet.

  • eFax

    Fax received

    Triggers when an inbound fax arrives.

  • eFax

    Fax delivered

    Triggers when an outbound fax is delivered.

  • eFax

    Fax failed

    Triggers when an outbound fax fails to send.

  • eFax

    Send fax

    Send a document to a fax number.

  • eFax

    Download fax

    Fetch the image and details of a received fax.

  • eFax

    Search faxes

    Find sent or received faxes by date or number.

Common questions

How does Caddi connect Adobe Sign and eFax?

Adobe Sign and eFax just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Adobe Sign and eFax end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect Adobe Sign and eFax to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Adobe Sign + eFax loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate Adobe Sign and eFax?

Drop your work email and we'll show you Caddi running end-to-end against Adobe Sign, eFax, and the rest of your stack.