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Power Platform Community / Forums / Power Automate / Automate Offer Letter ...
Power Automate
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Automate Offer Letter Generation & DocuSign Integration in Model-Driven App

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Posted on by CU19111817-0

Hi everyone,

 

I’m working on an onboarding app using a model-driven app in Power Platform, and I need help setting up automation for sending offer letters via Power Automate and DocuSign integration.

 

What I’ve Built So Far:

 

  • I have a form in my model-driven app that HR fills out after an interview if they plan to send an offer letter.

  • The form contains the following fields:

    • Candidate Name

    • Start Date

    • Offered Salary

    • Signed Return By Date

    • Position

    • Date of Letter


      •  

  • These fields match the placeholders in multiple offer letter templates stored in DocuSign. The correct template should be selected based on the job position.


    •  
 

What I Want to Automate:

 

  1. When HR submits the form, Power Automate should:

    • Identify the correct offer letter template based on the position.

    • Populate the template with the candidate's details from Dataverse.

    • Send the offer letter for e-signature using DocuSign.


      •  

  2. Once the letter is sent, update the "Send Offer Letter" column in Dataverse to "Completed".


    3.  
 

Where I Need Help:

 

  • What’s the best way to dynamically select the correct DocuSign template based on the position field?

  • How do I populate the template with Dataverse data?

  • Any step-by-step guides, videos, or blogs that walk through setting up Power Automate with DocuSign?


    •  
 

I appreciate any guidance, links, or examples! Thanks in advance.

Categories:
Building flows
I have the same question (0)
  • Building with Why Profile Picture
    Building with Why 351 Moderator on at
    Building a flow from the ground up seems to be a little beyond the scope of a forum response. 
    I have built Dataverse/Docusign flows in the past and would be happy to assist if you reach out to me at nextsteplowcodelabs@gmail.com
     

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