Filter Triggers by Envelope Topic
Overview
Sometimes you only want to trigger a flow for specific envelopes—not all envelopes in your SignatureAPI account.
In this example, we’ll trigger a flow only for envelopes created by the Sales Department. These envelopes use the topic sales_department
.
This guide shows how to filter envelopes that trigger a flow in Power Automate. You’ll learn how to set up a trigger that fires only for envelopes with a specific topic.
Creating the Envelope
This guide assumes you already have a Power Automate flow that creates and starts envelopes using the “Create an envelope” action from the SignatureAPI connector.
Make sure that flow includes a topic in the “Envelope Topics” field under Advanced parameters. In this case, use the topic sales_department
.
Trigger a Flow for Selected Envelopes
Let’s create an automated flow in Power Automate that starts when a deliverable is generated.
- Go to Power Automate and select Automated Cloud Flow.
- Name your flow and choose the trigger “When a deliverable is generated” from the SignatureAPI connector.
- In the “Topics” field of the trigger, enter
sales_department
. This filters the trigger to only fire for envelopes with this topic.
This works like a labeling system. Only envelopes tagged with a matching topic will trigger the flow. This let you route envelopes to different flows based on their topics.
Continue the Flow
Now add the actions that follow the trigger.
- Add the “Get a Deliverable” action.
- Use dynamic content to select the correct Deliverable ID from the trigger.
Next, send an email to the correct department.
- Add the “Send an email” action from the Microsoft Outlook connector.
- In the “To” field, enter the department’s email address.
- Attach the signed contract file using the “File Content” from the “Get a Deliverable” action. In this example we used the envelope ID as the file name, but you can use anything you want, just include the
.pdf
extension.
Result
This flow will run only when a deliverable is generated for envelopes with the topic sales_department
. It will get the signed document as a PDF file and send it by email to the correct department.
Test Your Automation
Test the full workflow:
- Save your Power Automate flow.
- Create a new envelope with the topic
sales_department
. - Sign the document.
- Check that the correct email is received with the signed PDF attached.
Keep Learning
- Learn more about Topics and Filters
- Read about the When the deliverable is generated trigger