Automate your signatures with Power Automate
Import the Certyneo custom connector into Power Automate and connect your envelopes to SharePoint, Teams, Outlook, Dynamics 365 and thousands of other connectors. Trigger a flow the moment an envelope is sent, signed or declined, and create or send envelopes from any flow — without writing a line of code.
The Certyneo connector for Power Automate is a custom connector you import into your own environment — it is not yet listed in the certified Microsoft connector directory.
Why connect Certyneo to Power Automate
Power Automate bridges Certyneo and the rest of the Microsoft 365 / Power Platform stack. You automate signature tracking and contract sending without development.
Real-time trigger
Start a flow as soon as an envelope is sent, signed by a recipient, finalized, or declined. Events arrive via webhook, without polling.
Actions
Create an envelope from a template, send it for signature, check its status or upload a document, from any Power Automate flow.
Zero code
Assemble your automations in Power Automate's visual designer. No infrastructure to maintain, no webhook endpoint to host on your side.
Secured by API key
The connection authenticates with a limited-scope Certyneo API key, which you can revoke at any time from your dashboard.
Available trigger
A single trigger covers every envelope event — pick which ones start your flow when you create it.
| Event | Triggers when… |
|---|---|
| Envelope sent | An envelope leaves draft status and goes to its recipients. |
| Recipient signed | A recipient completes their signature. Triggers once per signer, not just at the end. |
| Envelope signed | All recipients have signed: the envelope is finalized. |
| Envelope refused | A recipient refuses to sign the envelope. |
Available actions
Control Certyneo from any Power Automate flow.
Create an envelope
Compose an envelope from a saved template and its recipients.
Send envelope
Dispatch a draft envelope to its recipients for signature.
Get envelope
Check the current status and details of an envelope.
Upload document
Upload a PDF or image to use in an ad-hoc envelope.
Set up the integration
A few minutes are enough to import the Certyneo connector into your Power Automate environment.
- 1
Download the connector file
Download the Certyneo custom-connector definition — a ready-to-import OpenAPI file.
Download connector.json - 2
Generate your API key
Open Certyneo → Settings → API Keys and generate a key. Copy it: it is displayed only once.
- 3
Import the connector
In Power Automate, go to Custom connectors → New custom connector → Import an OpenAPI file, then paste "Bearer " followed by your API key when prompted for the connection.
- 4
Build your flow
Choose the Certyneo trigger or action and connect it to SharePoint, Teams, Outlook or any other connector.
Security and compliance
The Power Automate connection is based on the Certyneo public API, with the same level of requirement as the rest of the platform.
- End-to-end encrypted exchanges over HTTPS.
- Limited-scope API keys: grant only necessary permissions.
- Hosting in Europe and GDPR compliance.
- Revoke a key at any time from your dashboard.
Frequently asked questions
Which Certyneo subscription is required to use Power Automate?
Access to the API and webhooks, which power the integration, is available on paid plans including developer access. The trigger relies on webhooks, actions on the REST API.
How do I get my API key, and how do I enter it in Power Automate?
From Certyneo, go to Settings → API Keys and generate a key. It starts with sk_live_ (or sk_test_ for the sandbox) and is displayed only once: copy it immediately. Power Automate's generic API-key field does not add the word "Bearer" for you, so enter exactly "Bearer sk_live_..." (with the space) when the connection asks for your API key.
Is the connector listed in Microsoft's certified connector directory?
Not yet — it is a custom connector you import directly into your own Power Automate or Power Apps environment from the connector file Certyneo publishes. It works exactly like a certified connector once imported.
Which signature events are covered?
Envelope sent, recipient signed, envelope finalized and envelope declined. Other events in the envelope lifecycle are exposed by the API and can be added to the trigger's event list.
Does my data transit through Power Automate?
Only metadata necessary for your automation (subject, status, signatories' emails) transits through Power Automate, over encrypted exchanges. The content of signed documents is not sent in trigger payloads.
Is the Power Automate integration paid?
Certyneo does not charge an additional fee for the integration. A Power Automate / Power Platform license may be required depending on flow volume and premium connector usage, on Microsoft's side.
Go further
Automate your contracts today
Connect Certyneo to Microsoft 365 and the Power Platform via Power Automate and let your signatures trigger the rest.