Power Automate workflow · Acrobat Sign

Capture Acrobat Sign form field data into a SharePoint list or Dataverse

When a signed web form or agreement completes, the values signers typed become structured data you can report on.

TriggerAdobe Acrobat Sign — When an agreement workflow is completed successfully
ConnectorsAdobe Acrobat Sign · SharePoint or Microsoft Dataverse · Data Operation
CategoryAcrobat Sign

The problem

Signers fill in fields (bank account, address, emergency contact) inside the agreement, but the data stays trapped in a PDF.

The outcome

Every completed agreement creates a row in a list, ready for Power BI or onward systems — no retyping.

Before you start

  • Form fields in the Acrobat Sign template with clear names (e.g. bank_name, account_no).
  • A SharePoint list with matching columns.

Build it step by step

  1. Trigger on completion — Use the Acrobat Sign completion trigger, filtered to the template or web form you care about.
  2. Get the field values — Add the Acrobat Sign action that returns form field data for an agreement (CSV format).
  3. Parse the CSV — Split the CSV into lines, take the header and first data row, and build an object. A simple approach: Compose the header row and value row, then Select to pair them.
    Expression / setting
    split(body('Get_form_field_data'), decodeUriComponent('%0A'))
  4. Create the record — Create item in SharePoint (or Add a new row in Dataverse) mapping each field.
  5. Mask sensitive values — Store only the last 4 digits of account numbers in the list; keep the full value only inside the signed PDF.
    Expression / setting
    concat('****', substring(variables('accountNo'), sub(length(variables('accountNo')), 4), 4))

Connector action names are shown as they appear in Power Automate at the time of writing; Microsoft and Adobe occasionally rename actions or add new versions.

Error handling

  • Signers sometimes type commas in free-text fields — use a proper CSV parse (or the JSON form data endpoint via HTTP) for production volumes.

Licensing

  • SharePoint target: standard. Dataverse target: premium (Power Automate Premium).

Variations

  • Push the data to Dynamics 365 or your HR system instead of a list.

Common in: Banking · Insurance · Education