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Change sender to user who triggert the power automate flow

Forum|Forum|2 years ago
July 26, 2024
12 replies
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Dear all,

I made a power automate flow who create a envelope in docusign.

When a user create a contract in dataverse/dynamics 365 CE an envelope is created in docusign.

The sender of the envelope is now the owner of the connection in power automate.

Is it possible to change the sender in to the person who triggers the flow?

Gr Ronald

Best answer by Alejandro.Ramos

Hi @RonaldVDB,

Thank you for sharing your feedback.

After researching along with our Power Automate Engineers, I have confirmed that the Login action will not work for this specific use case. Senders within Power Automate are usually service account users, not individual users due to the application’s design.

Nevertheless, feedback that can improve our users’ experience is always welcome. I encourage you to consider submitting your idea to be reviewed by our development team for possible implementation. If you’re a Docusign Administrator for a corporate plan, you have the additional option of filing your request through a support case, or by reaching out to your Account Team. We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Best regards,

Alejandro R. | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

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A

Alejandro.Ramos

Answer

Docusign Employee

Hi @RonaldVDB,

Thank you for sharing your feedback.

After researching along with our Power Automate Engineers, I have confirmed that the Login action will not work for this specific use case. Senders within Power Automate are usually service account users, not individual users due to the application’s design.

Nevertheless, feedback that can improve our users’ experience is always welcome. I encourage you to consider submitting your idea to be reviewed by our development team for possible implementation. If you’re a Docusign Administrator for a corporate plan, you have the additional option of filing your request through a support case, or by reaching out to your Account Team. We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Best regards,

Alejandro R. | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

S

ServiceAccount

Newcomer

If service accounts are to be used to login to Power Automate, how is that configured if users want to use the interface of DocuSign (example, manually drag-and-drop the signature placement) from SharePoint?

For example, they want to trigger a document from SharePoint using “Get signatures with DocuSign”, if they are prompted with a login, how is it supposed to be configured where it’s automatically connected as the Service Account connected to that Organization?

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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.