Trigger condition for PowerAutomate Flow - Docusign - for When an Evelope status changes

Hello ​@NigelFoot,

Thank you for reaching out to the Docusign Community.

Have you reviewed the Blog Expanding Power Automate Series: Common post-signing tasks, this blog post explores six common tasks in Power Automate that can be performed after an envelope has been completed. These tasks include triggering a flow, getting document field data, and getting attachments. These tasks can be used to meet specific business needs such as collecting contract data and attachments in procurement, creating an employee profile in HR onboarding, and provisioning a new license in sales.

Please be aware that triggering based on the subject line is not the best practice, the subject lines are too brittle and easy for senders to make changes around with and things can get missed. You can set up the trigger to look for specific conditions before it even runs, however, the downside is that you are not getting any logging. An alternative is to use a downstream condition action, which will give you logging, but there will be a log for every single envelope that comes through, whether it meets the condition or not, you can use Envelope Custom Fields to set the triggers.

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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

Hi ​@NigelFoot,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

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

Hi ​@Christopher.Alpizar ,

I have a request similar to Nigel’s and can confirm that my plan does not support envelope custom fields and thus cannot use that as a condition for my trigger. Can you suggest some alternative conditions that can be used? 

Thank you in advance for your help.

Hello ​@LegalOps,

Thank you for reaching out to the Docusign Community.

To clarify is this still for Power Automate or another integration?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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