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DocuSign Power Automate Integration - Private Message

  • August 2, 2024
  • 1 reply
  • 79 views

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Hi all,

 

I’m using DocuSign with Power Automate, and I'd like to send a private message along with a document that is sent for signature.

Can we send a private message along with the document routed for signature, or is there another way to do so?

 

I hope someone can help me with this.

Many thanks in advance.

Best answer by Alejandro.Ramos

Hi @sachinsoni441,

 

Thank you for reaching out to the Docusign Community.  

 

If you use the “Create Envelope Using Template” action in your workflow, you can include your custom message as part of the eSignature template specified in it. You can find detailed steps on these topics, here:

How do I create a template?

Create envelope using template

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

 

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  • Community Moderator
  • 2070 replies
  • Answer
  • August 17, 2024

Hi @sachinsoni441,

 

Thank you for reaching out to the Docusign Community.  

 

If you use the “Create Envelope Using Template” action in your workflow, you can include your custom message as part of the eSignature template specified in it. You can find detailed steps on these topics, here:

How do I create a template?

Create envelope using template

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!