Power Platform Community Forum Thread Details

Hello,

I am new to using Docusign and I am having trouble with the connectors for it in Power Automate. I have a document (or envelope?) that when a particular radio button/check box is checked, I would like a different document/envelope/template to be sent to a different individual.

I think I know how the flow needs to work, but I'm not sure what connectors and field entries between Power Automate and Docusign will get it to work.

An envelope is completed
List Docusign templates
Conditional - check if the template ID of the template I want checks the template ID of the envelope
If True: Get custom data field (I'm not sure what I info I need to get from Docusign for my checkbox field or my email field)
Conditional - check if field is equal to TRUE? Yes? Marked?
If True: create envelope using template and send to recipient listed in email field (not entirely sure about this one last step).

Another option would be to have the envelope rerouted to the email field person to finish signing.

If anyone has an example of how this flow would work, I would really appreciate the help!

Categories:

Building flows