Create an advanced workflow with Power Automate
Last update: October 27, 2023
- Topics:
- Integrations
CREATED FOR:
- Intermediate
- User
Learn how non-technical members of your organization can advanced simple workflows that connect to other systems using the pre-built Microsoft Power Automate connectors that are included free with Acrobat Sign. These automated document workflows help drive speed and efficiency for common processes, reduce time spent on repetitive tasks, and minimize errors and rework.

Transcript
Learn how to automate repetitive tasks and connect to other systems without any coding using the pre-built Microsoft Power Automate connectors that are included with Acrobat Sign. These connectors allow non-administrators to create advanced workflows for themselves and their entire team. To create a new workflow, select the Workflows tab from the home page. On the Workflow page, administrators can create a custom workflow or a Power Automate workflow, which we’re going to do. There are predefined templates that are grouped by type. File organization allows you to save e-signed documents to SharePoint, Google Drive, Dropbox, and other systems. Notifications allow you to get automatic notifications of a document’s signature status in Microsoft Teams channel, Slack, or other systems. Agreement generation allows you to dynamically generate documents with data from Microsoft Word, Excel, or other systems and send them for e-signature. We’re going to create a brand new workflow, so we’ll select Start from Scratch. And once this flow is created, the flow will trigger when a button is selected. This is an advanced workflow that routes contracts based on the amount. There are two inputs for this trigger, the customer name and the contract amount. Next, a variable called recipient is initialized, and this variable routes the contracts to the right people for approval based on an amount. A condition is set that checks if the contract amount is less than $10,000. Depending on the amount, the document will either be routed to an executive or a vice president for approval. The role field can also be defined. In this case, the role is set to signer. And then we select Save. Be sure to review the details of the flow and you can see all the run history. Workflow automation integrated with Microsoft PowerPoint Automate enables anyone without coding experience to set up an automated and customized e-signature workflow that can even connect to other systems in minutes.
Previous pageCreate a simple workflow in Power Automate
Next pageMicrosoft Dynamics 365 for Customer Service
Acrobat Sign
- Overview
- Getting started
- Advanced tasks
- Administer
- Overview
- Getting started
- Getting started for new administrators
- Up and running for admins
- Configure notifications for events and alerts
- Adding users
- Creating and managing groups
- Setting up an external archive
- Creating a template
- Reporting and transaction usage
- Report options for users
- Creating a web form
- Modify an existing web form
- Send in Bulk
- Building a custom workflow
- Audit reports
- How to promote a user to an admin role
- Advanced tasks
- Digital ID
- Integrations
- Overview
- Microsoft
- Filling and signing in Outlook
- Send for signature in Outlook
- Send for signature in SharePoint Online
- Tracking in SharePoint Online
- Integrate a web form with SharePoint Online
- Auto archive files in SharePoint with Power Automate
- Document automation with Acrobat Sign for Microsoft Power Platform
- Send for signature in Microsoft Teams
- Live Sign in Adobe Acrobat Sign for Microsoft Teams
- Documents tab integration for Microsoft Teams
- Create a simple workflow in Power Automate
- Create an advanced workflow in Power Automate
- Microsoft Dynamics 365 for Customer Service
- Microsoft Dynamics 365 for Field Service
- Microsoft Dynamics 365 for Sales
- Notarize
- Salesforce
- Workday
- Marketo
- Send notifications using Acrobat Sign for Salesforce and Marketo
- Send reminders using Acrobat Sign for Salesforce and Marketo video tutorial
- Send reminders using Acrobat Sign for Salesforce and Marketo configuration guide
- Send notifications using Acrobat Sign for Microsoft Dynamics and Marketo
- Send reminders using Acrobat Sign for Microsoft Dynamics 365 and Marketo
- Industries and departments
- Develop
- Deploy
- Mobile