Power Automate Guide

Article author
Gaby Estrada
  • Updated

DocJuris for Power Automate empowers users to connect apps together to create useful contract workflows that save time and risk. With the connector, users can leverage DocJuris' innovative contract collaboration and editing capabilities to automate an organization's contract lifecycle from intake to esign to storage. For example, route a contract request from Microsoft Forms to DocJuris and simultaneously notify users in Teams or in Dynamics. DocJuris and Power Automate are a perfect complement to enrich contract processes and enable low code automation for small and large teams.

Prerequisites

DocJuris for Power Automate requires a paid subscription to DocJuris. Please get in touch on www.docjuris.com.

How to Get Credentials

⚠️ Your DocJuris login is not your username/password for the Power Automate connector. To grab your connector username/password, please see below.

  1. Head over to your DocJuris Organization Settings in your DocJuris account.
  2. Scroll down and copy your Organization ID. Paste this into Power Automate as the Organization ID. You'll see this key under Here is the Organization ID that you should use when accessing the DocJuris API:
  3. Under API Keys, create a new key (name it something useful) and copy the API key. Paste this as the apiKey field in Power Automate.

Getting Started With Your First Flow

In this step-by-step sample flow, we'll submit a contract request form in Microsoft Forms and route a contract to DocJuris. During this example flow, we'll also configure the connector.

Create a Microsoft Form

Create a simple Microsoft Form and include, at a minimum, a file attachment question.

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Create a New Automated Cloud Flow

Open Power Automate and click Create. Next, select Automated Cloud Flow.

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Next, Skip the wizard and arrive to the page to search for connectors and triggers.

Trigger Microsoft Forms

Click Microsoft Forms or search for it.

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Select the Trigger When a new response is submitted.

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Select the form you created earlier from the list next to the Form Id field and click + New step.

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Get Response Details from Microsoft Forms

To retrieve information from a Microsoft Forms submission, pick Microsoft Forms as the Action and select Get Response Details. Next, select the Form Id and select the Response Id associated with form submissions. It should be the only Dynamic content available at this stage.

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Setup the DocJuris Connector

Under Choose an operation, click the Custom tab and pick DocJuris from the list. DocJuris will also show up under All in the future.

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Click Create an import file as the Action

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Configuring Connection Information in Power Automate

When you first create a new flow using the DocJuris connector, you will be prompted for connection information:

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For Connection Name pick something meaningful to you, such as "Jill's DocJuris Connection".

The other two values must be found within the DocJuris application.

Grab organizational and apiKey from DocJuris

⚠️ Your DocJuris login is not your username/password for the Power Automate connector. To grab your connector username/password, please see below.

  1. Head over to your DocJuris Organization Settings in your DocJuris account.
  2. Scroll down and copy your Organization ID. Paste this into Zapier as the Organization ID.
  3. Under API Keys, create a new key (name it something useful) and copy the API key. Paste this as the apiKey field in Power Automate.

Create an Import File in DocJuris

Now that you've configured DocJuris, we can now create an import file. Once the connector is authenticated, you'll see options For Extended data name/value/type - you can ignore these for now.

  1. Skip down to Import file and pick the field from the Microsoft Form where the user uploaded a file.
  2. Under Import file name, you can use a date stamp or other unique identifier or name from the Microsoft forms submission. 

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Click Save and proceed to Test the Microsoft Form in trigger. Look for the Test button in Power Automate either Manually or Automatically depending on the availability of recent submissions.

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If there are no recent submissions, head over to your Microsoft Form and submit the request and attached a contract. For example, you can load the attached agreement at the end of this page to Microsoft Forms as an attachment.

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After a successful test, confirm that the submission and attachment created an import file in DocJuris.

Power Automate test view:

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DocJuris Dashboard:

 

FAQ

  • How do you retrieve a document after a contract is analyzed?
    Use an action to get turn details.
  • What's the difference between a staged import and analyze a contract?
    Staged imports allow users to engage the analysis window in DocJuris to pick playbooks and complete any missing meta data. This is a good option if the triggering app or service does not have enough information to perform an analysis. Good attributes to trigger a full analysis vs. a staged import include: playbook, contract type, description, and counterparty. In all instances, an attachment is required.
  • What's a tagged turn?
    Tags to a turn refer to attributes set in DocJuris such as "execution copy." These tags can be set in DocJuris when working with a turn in the analyzer.

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