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elldeepak
Level: Power Up

How to access envelope recipient status via DocuSign connect configuration in Flow

I'm trying to setup DocuSign flow, to trigger a custom email when DocuSign envelope status changes(Connect) to Sent. Add condition to check envelope recipient status equal/contains "AutoResponded". The question i've is how can i get Recipient status. Current configuration never gets satisfied to 'Yes' even when the response has "AutoResponded" in it. Refer screenshot.

 

Flow.jpgFlow2.jpg

1 REPLY 1
Community Support Team
Community Support Team

Re: How to access envelope recipient status via DocuSign connect configuration in Flow

Hi @elldeepak,

 

I think there is something wrong with the formula within your Condition box, the RecipientStatus dynamic content return an array, we could not use "is equal to" logic predicate to compare an array with a string.

 

I have made a test on my side and please take a try with the following workaround:

  • Add a "When an envelope status changes (Connect)" trigger, specify Account, Connect name and Envelope event.
  • Add a Condition, click "Edit in advanced mode", type the following formula:

 

@equals(first(triggerBody()?['DocuSignEnvelopeInformation']?['EnvelopeStatus']?['RecipientStatuses']?['RecipientStatus'])?['Status'], 'Completed')

 

  • Within "If/yes" branch of Condition, add a "Send an email" action.

Image reference:19.JPG

Note: The "Completed" in above formula should be changed into AutoResponded on your side. In addition, I sent the envelope with only one recipient.

 

The flow works successfully as below:20.JPG

 

 

Best regards,

Kris

Community Support Team _ Kris Dai
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