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DocuSign with Power Automate

Forum|Forum|2 years ago
May 29, 2024
4 replies
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Good afternoon everyone!

Is anyone here using Power Automate w/ DocuSign? If so, what are you using it for? I was asked to look into this and while I think it could work for onboarding employees, that’s really the only scenario I can think of.

Thanks in advance,

Lindsay

Best answer by JohnSantos

Power Automate can be used at many stages of the document lifecycle. We are mostly using Power Automate after the document is signed. Here are the functionalities we implement:

Document Storage and Archival
Update Records in Databases and CRMs
Generate Follow-Up Tasks from other applications
Data Extraction and Analysis

JohnSantos

Answer

Guru

Power Automate can be used at many stages of the document lifecycle. We are mostly using Power Automate after the document is signed. Here are the functionalities we implement:

Document Storage and Archival
Update Records in Databases and CRMs
Generate Follow-Up Tasks from other applications
Data Extraction and Analysis

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

lcornwell

Author

Troubleshooter

Thank you John, this has been helpful. I have a few additional questions. As a background, I’m the DocuSign admin here, but came from IT in Healthcare. So I understand the IT side really well, I’m still learning the banking side of things. I apologize if some of these questions are menial.

Are you archiving the documents in SharePoint or another application?
What are you using as your CRM (we use Salesforce)?
What types of fields are you updating with Power Automate?
What types of follow-up tasks are you generating and in which apps?

Thanks in advance for your help, it’s much appreciated!

Lindsay

JohnSantos

Guru

Hi Lindsay - Happy to help. I am an experienced DocuSign Admin with nearly a decade of expertise in Financial Services and Staffing. I currently managing DocuSign integrations and workflows, while actively resolving user issues and optimizing document management processes.

Archiving completed envelopes in SharePoint and OpenText. I have also used OnBase
We use Salesforce too.
We update fields such as signer information, status updates, and document metadata.
For follow-up tasks, we are generating notifications, reminders, and task assignments in applications like Microsoft Teams, Outlook, and SharePoint.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

A

Alejandro.Ramos

Docusign Employee

Hi @lcornwell,

I hope you are doing well.

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If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Alejandro R. | Docusign Community Moderator

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