Expanding Microsoft Power Automate with DocuSign
Ready to learn about Microsoft Power Automate with DocuSign? Check out DocuSign Developer at the Microsoft Build Conference ! We’ve got some great content, including a deep-dive Power Automate setup and demo and lots of DIY Assets.
When thinking about process automation, DocuSign is a great place to start. With our easy-to-use web application user experience, you can get up and running in no time and speed up your core business processes. With the DocuSign platform, you can take your digital transformation a step further as you scale towards your future needs, including customizing and integrating with any part of your business. One of the areas where our customers have seen fruitful returns with process automation is leveraging automated workflows to reduce human error.
While automating processes in one of your core business applications is great, doing so across multiple business critical apps at once is even better. Which is why we’re excited to announce that DocuSign has taken over the source code ownership of the DocuSign connector for Microsoft Power Automate.
When you think about the agreement lifecycle, DocuSign eSignature and Microsoft Power Automate is a powerful combination. With this integration you can use Power Automate to automate post-signature tasks based on the metadata in the agreement like the field data. You can synchronize files, get notifications, collect data, and more. One such example is employee onboarding. Once a new hire signs an offer letter, you can set up workflows to create an account in Microsoft 365 automatically and eliminate the manual, cumbersome processes that come after the agreement is signed--saving you valuable time.
To do this, you can point DocuSign Connect over to Power Automate, and with a few clicks you’ve configured Power Automate to receive updates from DocuSign, enabling actions based on real-time status updates from DocuSign.
Where things get really interesting, though, is when you want to customize your DocuSign + Microsoft automation further, and that’s where Power Automate shines. Today, the DocuSign connector for Power Automate extends all the Microsoft (and partner) products in Power Automate, allowing them electronically to approve, sign, and use many other DocuSign capabilities. Today, there are over 15 different DocuSign actions and triggers available.
The great news is, you can harness the capabilities of DocuSign directly from Power Automate via our award-winning eSignature REST API. And since DocuSign eSignature is built on our v2.1 API, you can access the existing features and new innovations within Power Automate.
Ready to find out more? Spend some time with us at the Microsoft Build Conference! We’ve got some great content, including a deep-dive into Power Automate: setup, demo and lots of DIY assets. We look forward to seeing you at Build.
