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.
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
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
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.
Copy link to clipboard
Copied
Look for the Adobe Sign connector.