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Update BPF using Power Automate when DocuSign Envelope is sent

Problem Statement: We need to update the BPF and move to the next stage using Power Automate. The change to BPF should happen after the DocuSign Envelope is Sent. In our scenario, DocuSign and CRM are not integrated and so we will be using Power Automate to help us achieve the task. Solution: When DocuSign … Continue reading Update BPF using Power Automate when DocuSign Envelope is sent

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Close Quote When DocuSign Envelope is Completed Using Power Automate

Introduction: When your CRM and DocuSign are not connected, yet you wish to automate Closing Quote and saving your file in SharePoint, you can do it. Here is how: Your DocuSign is not connected to CRM so your first aim would be to obtain the Quote ID. This can be achieved if you populate the … Continue reading Close Quote When DocuSign Envelope is Completed Using Power Automate

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Populate Signature In Word Template using Cloud flows

Let see how we can populate signature from CRM to Word Template using Cloud flows First we need to understand how to create word template with Content Controls – Create Word Template with Content Controls In Word Document, Select Developer Tab Under the Developer Tab, Insert picture control After Inserting a picture control, Click on … Continue reading Populate Signature In Word Template using Cloud flows

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