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 Quote ID on the document, before sending the document for signature.
To know how to populate Word Templates using Power Automate-Check my blog: https://www.exploringdynamics365.tech/2020/07/create-and-populate-word-template-using.html
Now that you have managed to hide your Quote ID on the document, follow the below steps to complete the Use Case.
- DocuSign Business Pro Account. [You need to check for plans as per your requirements, to use Power Automate DocuSign connector you need DocuSign Connect enabled in your account]
Step 1: Use DocuSign Power Automate Connector- when an envelope status changes, set envelope event to Completed.
This will trigger your flow when the DocuSign envelope is signed by all parties.
Step 2: Use Action Get envelope documents. We will use this to get the signed PDF file Content.
Step 3: Create file in SharePoint with file content from step 2.
We need to read the Quote ID from the File Content , the content type is Application.pdf and not Json so you need to create a file in SharePoint first.
Step 4: Use Encodian Connectors to Split and Extract the Quote ID from the PDF File.
Since we have Quote ID saved on the First page of our document, we will split the pages and then pass it to Extract Text from Region Action.
The Extract Text from Region will read the Quote ID saved in the given co-ordinates.
Step 5: Parse the extracted data to get the Quote ID
Once we have the Quote ID, we can use CDS action to update Quote Status and also move the pdf file to the correct SharePoint location using the move action in Power Automate.
If you need to Close Opportunity, you may get the Opportunity ID from Quote using CDS Action and perform the action.