Use “Update an Adobe Sign agreement note” in Recued. It runs the Adobe Sign note workflow with approval before changes are made.

How it works 8 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (8 steps)

■ agreement_id trim

Trim whitespace from setting agreement id

■ note_text trim

Trim whitespace from setting note

■ reason trim

Trim whitespace from setting reason

■ agreement ?

■ prior_note ?

■ has_note compare

Check if note text has data

■ updated_note ?

skip: step.has_note not_equal true

■ card to_summary

Format results as a summary card

Settings 4 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

note setting =

reason setting =

adobe sign setting =

agreement id setting =