Create a simple workflow with Power Automate
- Topics:
- Integrations
CREATED FOR:
- Intermediate
- User
Learn how non-technical members of your organization can create 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
You can automate repetitive tasks and connect other systems without any coding using the pre-built Microsoft Power Automate connectors that are included with Acrobat Sign. To start, we’ll select Create a Reusable Workflow, and then select Workflow Automation. There are predefined templates that are grouped by type including file organization, notifications, agreement generation, and start from scratch. Let’s use one of the most popular templates, Save Adobe Acrobat Sign Completed Documents to SharePoint. At this point, the flow name can be customized, and the list of connectors needed for the flow to successfully run can be viewed. Credentials for the available connectors can be added or changed if needed as well. Select the SharePoint site where the completed documents will be saved, and then select the folder path where all the saved documents are stored. And then once the flow is created, flow details like run history and connection references can be viewed. All signed documents are stored in Acrobat Sign, as well as the SharePoint folder specified by this flow. Workflow Automation integrated with Microsoft Power Automate enables anyone without coding experience to set up automated and customized e-signature workflows that can even connect to other systems in minutes.
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
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