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Participant
September 30, 2021
Question

Create and Send Agreement from Power automate flow

  • September 30, 2021
  • 1 reply
  • 1372 views

Hello,

I have been referring this document for creating a Power automate flow.

The requirement is that when an invoice is generated in the Dynamics CRM, Adobe Agreement should get created and sent to customer automatically.

Now, I created a power automate flow which triggers on create of Invoice.

Here I have created an agreement (added a record in adobe_agreement entity), created a agreement document (record in adobe_agreementdocument entity), created a agreement recipient (record in adobe_recipient entity).

Now I am stuck as to how do I send the agreement.

There is a process (Action) "adobe_sendagreement" but it is unbound and independent of the entity, and it doesn't take agreement Id. So, I am not sure how its going to send a particular agreement link.

There is a field "Combined Document URL" in Agreement "adobe_agreement" entity. Should I use this field value as the agreement URL and simply send email to customer?

Please suggest.

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1 reply

Participant
September 30, 2021

Sorry, forgot to mention the link

**I have been referring this document for creating a Power automate flow to create and send agreement on create of Invoice.

https://helpx.adobe.com/sign/using/adobesign-for-dynamics-workflows.html

 

Adobe Employee
September 30, 2021

That document refers to using custom workflows within dynamics/dataverse. as  understand it that's now considered legacy and you need to use Power Automate which is someting different all together:

https://helpx.adobe.com/sign/using/microsoft-powerapps-and-flow-integration.html

this link shows the Adobe Sign connector in Power Automate, but you would start with a dataverse trigger

Trigger flows when a row is added, modified, or deleted - Power Automate | Microsoft Docs

Microsoft Dataverse - Power Automate | Microsoft Docs

Participant
October 1, 2021

Thanks

I have already used the dataverse trigger.

I am looking for a step or connector using which I can send the agreement created using power automate flow.