• Global community
    • Language:
      • Deutsch
      • English
      • Español
      • Français
      • Português
  • 日本語コミュニティ
    Dedicated community for Japanese speakers
  • 한국 커뮤니티
    Dedicated community for Korean speakers
Exit
0

Create and Send Agreement from Power automate flow

New Here ,
Sep 30, 2021 Sep 30, 2021

Copy link to clipboard

Copied

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.

TOPICS
Adobe Sign forms , How to sign , Send documents

Views

830

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
New Here ,
Sep 30, 2021 Sep 30, 2021

Copy link to clipboard

Copied

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

 

Votes

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
Adobe Employee ,
Sep 30, 2021 Sep 30, 2021

Copy link to clipboard

Copied

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

Votes

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
New Here ,
Sep 30, 2021 Sep 30, 2021

Copy link to clipboard

Copied

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.

Votes

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
Adobe Employee ,
Oct 01, 2021 Oct 01, 2021

Copy link to clipboard

Copied

LATEST

Look for the Adobe Sign connector.

Votes

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines