Power Automate Tutorial - Using the DocuSign eSignature API

What's up my friends?!

Join me and Biz Apps MVP Yash Agarwal as he introduces you to the DocuSign API and how to use it with Microsoft Power Automate to create Dynamic Contract Generation!

00:00​​ - Introduction
00:49​ - Meet Yash
02:53 - Setting up the context
03:40​ - View the Microsoft Word Template
04:50​ - The SharePoint List
06:32 - DocuSign Dev Account Details
07:26 - The Envelope Structure
08:33 - Building the Flow​
20:35 - Testing the Flow
25:31 - Receiving our DocuSign Envelope
27:20 - Consclusion

Want to check out more from Yash?

as always please LIKE & SUBSCRIBE

Much Love from Me!
- Jon

[DavesTechTips]

Congrats on your new position man, glad to see the content is even better than before ;)

[andrewjameson]

The first post with your new employer had to be something like this. Again very useful. Successfully running flows is always a goal in my life and I am getting better at this through your help.

[shivanshu_]

Wow man, such a long flow. Loved it. Enjoyed it. Thanks Jon and Yash for sharing his intelligence on Power Automate.

[necdetsaritas]

Awesome Thanks Jon and Yash so much clear and simple explanation. Amazing

[maaayandrade]

Guys, you are amazing! Thank you so much for this little class.

[necdetsaritas]

Congratulation on the new start. You see better from comparison with the farewell video.

[ashokaganji]

Thanks a lot Jon and Jash for the great video. I really appreciate your efforts and It's very useful

[dancorain]

Man, this is amazing. it opens up lots of possibilities with the DocuSign/SharePoint integration. Thank you for the video.

[chandrakanthuttara]

Video is good. Can you please provide / make a demo video of Docusign using OAuth with JWT Authentication Token as this is a Docusign Process

[ryan]

Is there a way to put in the payment option for the person signing the contract the same way there is a payment option in the DocuSign business account?

[simba]

Great video but a few key steps omitted.

Do you have a similar vid using teams, word and excel(for saving entries to word form)?

[maneetchawla]

great video ! I just had a question if somebody tried to implement this, how can we save the final output pdf file that is signed at a location in the SharePoint?

[rajeshwaril]

There is no option to "Add Document to Envelope" before sending the envelope in DocuSign. For example, we have a scenario where a flow takes some files from a specific SharePoint/One drive folder, adds them into an envelope and sends them out.

Does DocuSign have this feature or is there any workaround solution?

[kimsalas]

I’m using a dev account, and the flow errors out at the HTTP step. I have to cancel it because it runs for more than 3 minutes. I get an error message: ‘the underlying connection was closed: An unexpected error occurred on a receive.’

[vineetdua]

Hello Yash, really great content, thank you.

For my use case, we need to send out 1000 different documents with 1000 different recipients, all dynamic, so i believe a template wouldn't solve for it. Any suggestions on how to proceed as I am struggling :| . Thanks in advance!

[ashwiniranadhir]

This is really helpful. Thank you so much for docuSign api usage demo. Most helpful bit was the setup of authorization header. @Yash - One quick question - do we have to consent the docusign app before using integrator key? As I am getting 400 error

[alysaworthy]

Hi, Great video! Is it possible to have the signing element eliminate the DocuSign control drag/drop that the signer has to do and only just provide the signature control added automatically onto the document somewhere? Also in PowerAutomate, can we include a condition where only 'Approved' list items are sent off to DocuSign?

[jaipalrana.]

This is fantastic!! Superb!!! Jon I have one query on MS-Forms (asking you here, no options :)) I created a Form with 4 branching, when sharing the link for that form it works fine for others but for me when i open the same link, it opens with the 2 page, why? I tried several times, if i can see the first page, even power off the system and on again to check if any memory issues, but to my surprise, when I clicked the same link (shared by me to other users) it directly opening the 2 page. Please help what could be the reason?

[abhijeetchavan]

Thanks... I have 90% same requirement where user can upload document in Sharepoint library and the approval process will start. The person who is in next level he can Approve or Reject the document using Power Automate (Create an approval action). Our requirement is that approvers need to embed their signature along with approval. Can you please suggest something?

[justinexiv]

I got this HTTP error: The specified Integrator Key was not found or is disabled. An Integrator key was not specified. Can't seem to get helpful answers so far. Anyone?