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Microsoft Excel + PandaDoc

Update PandaDoc contacts when rows in Microsoft Excel are updated

This automation swiftly updates your PandaDoc contacts whenever changes are made to a row in Microsoft Excel. Ideal for those seeking to maintain unified contact lists across different platforms, this process eliminates manual data entry, saving you time and effort. Stay updated and enhance efficiency with this seamless integration.

This automation swiftly updates your PandaDoc contacts whenever changes are made to a row in Microsoft Excel. Ideal for those seeking to maintain unified contact lists across different platforms, this process eliminates manual data entry, saving you time and effort. Stay updated and enhance efficiency with this seamless integration.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    Updated Row

    Triggers when a row is added or updated in a worksheet.

    TriggerPolling
  2. automatically do this!
    PandaDocPandaDoc
    Create or Update Contact

    Create a new contact or update an existing one.

    ActionWrite
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Supported triggers and actions

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write
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excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

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