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Power Platform Community / Forums / Power Automate / Creating sequential ap...
Power Automate
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Creating sequential approval signing flow with Docusign

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Posted on by 3
I am creating a sequential DocuSign signing flow that integrates SharePoint and DocuSign.
I want to update status field in SharePoint with each approver's signature in DocuSign.
How can the following be achieved with Power Automate?
 
1. Approver 1 signs the document in DocuSign.
↓
2. Detect that Approver 1 has signed and update SharePoint.
↓
3. Notify Approver 2.
↓
4. Approver 2 signs the document in DocuSign.
↓
5. Notify the applicant that the approval is complete.
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  • cfoenki Profile Picture
    100 on at
    Hi Yosuke Y,
     
    I assume that you already have the envelopeID available somewhere.
     
    In that case, you need to create a recurrent flow (frequence depends on your need).
     
    Get your items not signed using an odata filter on your Sharepoint list.
     
    Make a loop on the results.
     
    Then add an action "List recipients from envelope"
     
    The output you will get from this action will give you information about the signature state of each signatory:
    {
      "signers": [
        {
          "creationReason": "sender",
          "isBulkRecipient": "false",
          "requireUploadSignature": "false",
          "name": "XXXXXXXXXX",
          "firstName": "",
          "lastName": "",
          "email": "xxxxxxxxxxx@xxxxxxxxxx.com",
          "recipientId": "88714965",
          "recipientIdGuid": "87a5d47a-467e-4a7b-86d9-4b53e7669ad8",
          "requireIdLookup": "false",
          "userId": "39de2dc3-2d78-4a48-a279-23c06bd423fa",
          "routingOrder": "1",
          "note": "",
          "status": "completed",
          "completedCount": "1",
          "signedDateTime": "2025-01-07T10:56:13.4730000Z",
          "deliveredDateTime": "2025-01-07T10:56:04.5070000Z",
          "sentDateTime": "2025-01-07T10:46:10.0700000Z",
          "deliveryMethod": "email",
          "recipientType": "signer"
        },
        {
          "creationReason": "sender",
          "isBulkRecipient": "false",
          "requireUploadSignature": "false",
          "name": "XXXXXXXXXX",
          "firstName": "",
          "lastName": "",
          "email": "xxxxxxxxxxx@xxxxxxxxxx.com",
          "recipientId": "16315711",
          "recipientIdGuid": "fec955ad-6883-4dd0-96a2-f44d56e60ab6",
          "requireIdLookup": "false",
          "userId": "a50d9b1c-ec6b-4a69-895c-a46aa3517035",
          "routingOrder": "2",
          "note": "",
          "status": "sent",
          "completedCount": "0",
          "sentDateTime": "2025-01-07T10:56:14.8500000Z",
          "deliveryMethod": "email",
          "recipientType": "signer"
        }
      ],
      "agents": [],
      "editors": [],
      "intermediaries": [],
      "carbonCopies": [],
      "certifiedDeliveries": [],
      "inPersonSigners": [],
      "seals": [],
      "witnesses": [],
      "notaries": [],
      "recipientCount": "2",
      "currentRoutingOrder": "2"
    }
    status "completed" means that the person signed. therefore you can also retrieve the date of signature with the property signedDateTime
     
     
    Then use a Parse Json action on the Signers field (use the signers part of the previous execution output from List recipients from envelope to build the Schema)
     
     
    Then use an update item action to update your Sharepoint list with the right property
     
    Example below with 2 signatories with date of signature to retrieve
     
    You can trigger an email by adding conditions inside of your flow
  • Yosuke Y Profile Picture
    3 on at
    Hi @cfoenki,
    Thank you for your kind and detailed answer!
    It's very helpful.

    I want to ask one more thing.
    Is it possible to trigger a flow based on each approver's signature?

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