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Extracting Docusign Data > SharePoint using Power Automate?

  • August 31, 2024
  • 2 replies
  • 327 views
W
Newcomer
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I have (What i think is) a really simple request

  1. I have a Docusign Template I want to register new suppliers.   
  2. When an envelope status changes to completed, I want to be able to extract the data from the docusign document such as ‘Entity name’, ‘GST Status’, ‘ABN Number’ etc
  3. Once I have this data, populate a SharePoint List with the respective info

Using the Docusign Power Automate actions, I have tried almost every action, and a combination of Tabs, Custom Fields etc.

Nothing seems to work!

Can someone please advise what actions / methods I need to use for this?

 

Best answer by nathaly.monge

Hello @Workforcery ,

Welcome to the Docusign Community and thank you for posting your concerns!

If you're already using the trigger action "when an envelope status changes" and its catching envelope-completed events, it will already contain all tabs and envelope custom field data inside it, so you don't need to use any other actions: Expanding Power Automate Series: Common post-signing tasks

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
 

2 replies

N
Community Moderator
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  • nathaly.mongeCommunity Moderator
  • Community Moderator
  • Answer
  • September 3, 2024

Hello @Workforcery ,

Welcome to the Docusign Community and thank you for posting your concerns!

If you're already using the trigger action "when an envelope status changes" and its catching envelope-completed events, it will already contain all tabs and envelope custom field data inside it, so you don't need to use any other actions: Expanding Power Automate Series: Common post-signing tasks

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
 

N
Community Moderator
Forum|alt.badge.img+17
  • nathaly.mongeCommunity Moderator
  • Community Moderator
  • September 17, 2024

Hello @Workforcery ,

If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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