Adobe Sign Actions. Actions An action represents what you want to happen after the workflow is triggered. List of Adobe Sign Actions. None File Content The file to be uploaded. The only output of this function is the unique document ID. Advanced options Can be configured to include up to the maximum number of recipients that the connected Adobe Sign account will support Individual roles can be set for each recipient Files can be attached, up to the maximum number of files allowed by the connected Adobe Sign account A custom message can be applied The agreement can be set to expire after a set number of days Reminders can be configured: Daily, Weekly or defined by a custom dynamic value A password to secure the final PDF after all signatures are obtained.
The output of this action. Output Parameters Description Agreement Id The unique agreement identifier that can be used to query status and download signed documents. One or more document IDs can be included to create the library template. Output Parameters Description Library Template Id The unique identifier that can be used to refer to the library template. Advanced options Can be configured to include up to the maximum number of recipients that the connected Adobe Sign account will support Individual roles can be set for each recipient One or more files can be attached, up to the maximum number of files allowed by the connected Adobe Sign account A custom message can be applied The agreement can be set to expire after a set number of days Reminders can be configured: Daily, Weekly or defined by a custom dynamic value A password to secure the final PDF after all signatures are obtained.
One or more files can be attached to make the library template. Output Parameters Description Agreement Id The unique identifier that can be used to query status and download signed documents. This action is used to return all the agreements in a user's account. The returned agreement list can further be manipulated and operated for different use cases. The output of this action produces an array of agreements.
Each agreement in the array contains:. Follow-up actions to this action could be: Get the status of an agreement Get a list of all the document IDs from an agreement Get a PDF of a signed agreement Get a document from an agreement. The output of this action is an array of library templates. Each template record includes:. Output Parameters Description Library Template Id The unique ID of the library document used when sending the document to be signed Library Template Name The name of the library template Modified Date The day on which the library template was last modified Template Sharing Mode The scope of visibility of the library template: Only me , Any user in my group , or Any user in my organization.
The output of this action includes the agreement level data:. An array of recipients for the agreement. Each recipient contains:. Output Parameters Description Participant Email Email address of the participant that initiated the event Participant Set ID The unique ID of the participant set Private Message Private message for the participant Signing Order Index starting with 1, that tells the order in which this recipient signs Status The participant set status with respect to the document.
This action is designed to list all of the document IDs that are connected to one agreement. The output of this action is the meta data of the original file that was uploaded:.
Supporting documents are presented in an array, with each document containing:. This action is designed to download the signed PDF from the identified agreement. Additional Options Include supporting documents added to the agreement during the signature process Include the Audit Report for the agreement. The output of this action for each downloaded file:.
This action is designed to download a specific document ID from an agreement. The output of this action is:. The output of this action is the SigningUrlResponse:. Output Parameters Description SigningUrlResponse A container object that holds the array of "signing sets" Signing UrlSetInfos for the current recipients in the signature workflow A signing set is one or more recipients that can act at any given step of the workflow Each individual in a parallel workflow A recipient group.
Returned only, if the API caller is the sender of agreement. Each SigningUrl contains two elements:. Description of the workflow. This workflow is designed to be used in creating PowerApps applications. Users need to establish a connection with Adobe Sign. Elements of the workflow. Building blocks of the workflow. Step Type Connector Operation Name 1.
Trigger PowerApps PowerApps 2. Action Adobe Sign Create an agreement from a library template and send for signature 3. Step 1 - PowerApps. This trigger should be used for all workflows that are intended to start from PowerApps. Step 2 - Create an agreement from a library template and send for signature. Required fields for this action:. Retrieves the URL for the e-sign page for the current recipient s of an agreement.
The following output values from the previous action are auto-populated: Do until condition — to make sure that Signing URL is retrieved successfully, condition for end of Do until loop is that response code of Retrieve the Signing URL action is Step 4 - Action: Respond to PowerApps.
Step 1 - Trigger: When an asset is added to Creative Cloud When a new item is created under a user specified list, in a particular site, this trigger initiates the Power Automate workflow. Step 2 - Action: Get asset contents using asset id Capture the Asset ID that relates to the asset contents, including the asset name and the file stream. Automatically populated values pulled from the previous action: File Name : The name of the document that has been uploaded File Content : The file stream of the uploaded document.
Step 4 - Action: Create an agreement from an uploaded document and send for signature Using the document ID as the file, an agreement is configured to include a list of recipients, a signing order, and a signature type. The following output values from the previous action are auto-populated : Document Id - The unique ID received by uploading the document Asset Name - The name of asset that was uploaded; to be used as name of the agreement. Step 5 - Action: Send me a mobile notification After the agreement is configured and sent, notification about the successful creation of the agreement is sent to the user The following output values from the previous action are auto-populated : Asset Name.
Creating a new file in a designated Box folder triggers the Power Automate workflow. The new file is uploaded to AdobeSign and a document ID is created. Users need to establish a connection with Adobe Sign and Box A connection for each service can be establish by successfully logging in to that service in the workflow. Trigger Box When a file is created 2.
Action Adobe Sign Create agreement and send for signature 4. Action Adobe Sign Send me a mobile notification. Upon detection of a new file, the trigger starts the workflow.
Step 3 - Action: Create an agreement from an uploaded document and send for signature Using the document ID as the file, an agreement is configured to include a list of recipients, a signing order, and a signature type. The following output values from the previous action are auto-populated : Document Id - The unique ID received by uploading the document File Name - The name of file that was created; to be used as name of the agreement.
Step 4 - Action: Send me a mobile notification After the agreement is configured and sent, notification about the successful creation of the agreement is sent to the user The following output values from the previous action are auto-populated : File Name.
Creating a new file in a designated Dropbox folder triggers the workflow. Users need to establish a connection with Adobe Sign and Dropbox A connection for each service can be establish by successfully logging in to that service in the workflow. Trigger DropBox When a file is created 2.
Step 1 - Trigger: When a file is created in Dropbox A specific folder must be configured in the trigger by the user.
The following output values from the previous action are auto-populated : Document Id. Step 4 - Action: Send me a mobile notification After the agreement is configured and sent, notification about the successfully creation of the agreement is sent to the user The following output values from the previous action are auto-populated : File Name. Creating a new file in a designated OneDrive folder triggers the workflow. Users need to establish a connection with Adobe Sign and OneDrive A connection for each service can be establish by successfully logging in to that service in the workflow.
Trigger OneDrive When a file is created 2. Step 1 - Trigger: When a file is created in OneDrive A specific folder must be configured in the trigger by the user.
The following output values from the previous action are auto-populated : Document Id File Name - The name of file that was created; to be used as name of the agreement. Creating a new file in a designated OneDrive for Business folder triggers the workflow. Users need to establish a connection with Adobe Sign and OneDrive for Business A connection for each service can be establish by successfully logging in to that service in the workflow.
Action Adobe Sign Create an agreement from an uploaded document and send for signature 4. Action Notification Send me a mobile notification. The name of the document to be uploaded Basic File Content Yes Will come auto-filled by the output response of "When a file is created" trigger of OneDrive for Business.
The File stream of the document to be uploaded Basic. File Name The Name of the agreement. An optional message to the recipients requesting their action Basic. The value will be auto-filled in the template. Trigger OneDrive for Business When a file is created 2. Step 1 - Trigger: When a file is created in OneDrive for Business A specific folder must be configured in the trigger by the user.
Creating a new file in a designated SharePoint folder triggers the workflow. Users need to establish a connection with Adobe Sign and SharePoint A connection for each service can be establish by successfully logging in to that service in the workflow. Trigger SharePoint When a file is created 2. Step 1 - Trigger: When a file is created in SharePoint A specific folder must be configured in the trigger by the user. Users need to establish a connection with Adobe Sign and SharePoint.
Fortunately, Adobe as the inventor of PDF and strategic partner with Microsoft, has brought many of these types of tools directly into Microsoft Power Automate to help you streamline and automate many of your document workflows.
Through these connectors, all Adobe connectors are also available in Power Apps, Power Virtual Agents, and Azure Logic Apps to build integrated custom document workflows within the Microsoft ecosystem. Adobe has offered integrations for Microsoft Power Automate since with tools to help with document automation and has continued to expand and update the connectors with new features and templates:. Using Adobe Sign connector with Power Automate allows you to dynamically route documents for approval based on data.
Adobe Sign has over 30 templates and triggers pre-created for you to get started quickly. Adobe PDF Tools connector has over 30 templates and triggers pre-created for you to get started quickly.
We will use this template to demonstrate how you can use Adobe Sign and PDF Tools connectors together in the same workflow. In the example below, we will show how you can compress and optimize your PDFs using Adobe PDF Tools connector and then send them out for signature using one of the templates available.
Once you provide a name and description, your client credentials will be generated. Keep this window open; you will need this information to create a connection in Microsoft Power Automate.
To use Adobe Sign connector, you will need to have an Adobe Sign for enterprise subscription. In this scenario, the flow has us taking a PDF, compressing it, and sending it for signature using Adobe Sign. Because the trigger for this template is a selected file in SharePoint, we need to set each of the SharePoint actions. The condition in the flow is to determine whether the document is a PDF or not.
It determines this based on the file extension. If it is a PDF, it will skip to the end. If it is not, then it will convert the document to a PDF. You will notice that the action, like all the Adobe PDF Tools connector actions, have mainly two inputs:. The file content is coming from the file contents of the selected file. Previously in the flow, the file content is stored in the FileContent variable. Like the previous action, we can see that it asks you to input the File Name and File Content.
These values are coming from the output of the previous PDF step. Why is it using variables? The reason that there are variables is because of the condition. If the document is a PDF, then it is skipping the condition. By using variables, it makes it easier to change the values going into that action. Upload a document and get a document ID When you want to send a document for signature using Adobe Sign, you need to upload it to Adobe Sign as what is called a transient document, which returns a Document ID.
The reason for this is it also allows you in other scenarios to upload a document once to Adobe Sign and then send it multiple times without having to upload a document every single time.
Document ID the documents you would like to include with the agreement you send for signature. Next, we need to add a recipient. Click on Add new item under Signature Type. This will expose a few settings. The first is that all services can expose their API through a connector to the service. Connectors may have Triggers that start workflows.
Connectors must have Actions that drive what happens within the workflow. There are common logical connectors between actions that control the workflow based on parameters generated by previous actions. PowerApps is a suite of apps, services, connectors, and data platform that provides a rapid application development environment to build custom apps for your business needs.
Using PowerApps, you can quickly build custom business apps that connect to your business data stored either in the underlying data platform Microsoft Dataverse or in various online and on-premises data sources SharePoint, Excel, Office , Dynamics , SQL Server, and so on. Apps built using PowerApps provide rich business logic and workflow capabilities to transform your manual business processes to digital, automated processes.
Further, apps built using PowerApps have a responsive design, and can run seamlessly in browser or on mobile devices phone or tablet. PowerApps "democratizes" the custom business app building experience by enabling users to build feature-rich, custom business apps without writing code. Once your trial is exhausted, there are multiple purchase options available. To access the Power Automate interface, login to your Microsoft organization.
Click the Applications icon on the upper-left corner of the window, and choose Power Automate. To create an app, start with powerapps. Make sure you have an appropriate PowerApps license. If not, contact your Microsoft administrator for help. After you sign in, on the left rail, click Data , and then click Connections. You can create two types of apps: canvas and model-driven apps. For more information, see Overview of creating apps in PowerApps.
While creating your app, you can add a workflow or task with Adobe PDF Services by using the native integration of Power Automate inside PowerApps by doing the following in the app design interface:.
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