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Participant
July 21, 2026
質問

Is it possible to automate the sending of a second e-sign template to the same recipient based on their response in a completed first e-sign template?

Automating a Follow-Up E-Sign Template Based on a Radio Button Selection

Current Workflow:

  1. Template 1 (sent to all clients) is sent manually.
  2. Once the recipient signs and completes Template 1, staff review the response.
  3. If the recipient selected "Yes" on a specific radio button in Template 1, staff then manually send Template 2 (only applicable to select clients).

Desired Automation: We would like to eliminate the manual step of sending Template 2. Instead, we'd like the system to automatically trigger and send Template 2 to the same recipient when the "Yes" radio button is selected in the completed Template 1.

    返信数 1

    BaniVerma
    Community Manager
    Community Manager
    July 21, 2026

    Hi @KDK_2026,


    Thank you for laying out your current workflow so clearly, this is a common automation goal and there's a good path for it.


    To confirm what you're looking for: you want Template 2 to be sent automatically to the same recipient whenever they complete Template 1 with "Yes" selected on a specific radio button, replacing the manual review-and-send step your staff does today.


    Yes, this is possible. The recommended path is Acrobat Sign with Microsoft Power Automate, using the Acrobat Sign connector. At a high level, the flow would be:

    1. Trigger — "When an agreement workflow is completed successfully" (Acrobat Sign connector).

    2. Action — "Get form field data of an agreement in JSON format" to pull the recipient's responses, including the radio button value.

    3. Condition — a Power Automate Condition step that checks whether the radio button field equals "Yes" (and, if you want to restrict this to only Template 1 completions, also checks the source library template).

    4. Action (if Yes) — "Create an agreement from a library template and send for signature," pointing to Template 2, addressed to the same recipient using their email from the trigger output.

    Reference for the Acrobat Sign connector and the available triggers/actions: https://adobe.ly/4wVdi3I


    If your team has dev resources and prefers not to use Power Automate, the same outcome can be built directly against the Acrobat Sign REST API using webhooks. You subscribe to the "Agreement workflow completed" event, receive the form field payload, and post a new agreement via the API. Reference: https://adobe.ly/45fifbL


    Two important things to note before you build this:

    • Plan requirement. The Power Automate integration is available only for commercial enterprise license plans. Direct webhook access against the REST API is likewise gated to enterprise-level accounts with the API enabled. Reference: https://adobe.ly/4wT6hjV

    • Permissions. Whether non-admin users can create Power Automate flows depends on an account-level setting ("Allow users to create Power Automate workflows"). If that setting is off, only administrators can create flows. Direct webhooks configured through the Acrobat Sign admin UI are account or group-admin scoped.


    To point you to the exact next step, could you confirm:

    1. Which Acrobat Sign plan is your organization on (Enterprise, Business, Team, individual)?

    2. Do you already use Power Automate in your environment, or would this be your first flow?


    If you're on Acrobat Sign Enterprise, our Enterprise support team can also help configure this end-to-end. Once you confirm the above, we can point you to the right next step.


    Thanks,
    ^BS