Back to Docusign.com
I'm integrating D365 CE with the Docusign Power Automate Connector and aim to automate a sequence of actions triggered by the creation of a quote in D365 CE. Specifically, the workflow should: generate a PDF version of the quote, produce a link for signing the PDF document, and send this link via an email through Exchange rather than using Docusign's default email service. Is this process feasible?
Be the first to reply!
Reply
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationDocusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.