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Set up your first integration
Quickly connect Docusign to Microsoft Excel with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Docusign with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects Docusign and Microsoft Excel, automating your workflow.
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Frequently Asked Questions about Docusign + Microsoft Excel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Microsoft Excel
How can I trigger a Docusign action from Excel?
You can trigger a Docusign action from Excel by using our automation platform to set up triggers and actions. For instance, when a new row is added to an Excel sheet or a specific cell value is updated, you can configure it to automatically send out a document for signing through Docusign.
Can I retrieve signed document data back into Excel?
Yes, once a document is signed via Docusign, you can set up an action to input the received data back into your Excel spreadsheet. This might include details such as the signer’s name, signing time, and any other relevant information.
Are there any pre-set templates available for integrating Docusign with Excel?
We offer several pre-set templates that simplify the integration process between Docusign and Excel. These templates help streamline processes such as sending documents for signature directly from updates within your spreadsheet.
Can I automate notifications in Excel when a document is signed in Docusign?
Absolutely! You can configure notifications within your integration setup so that when a document is signed in Docusign, a notification or status update appears directly in your Excel workbook.
What types of data can be transferred between Docusign and Excel during integration?
During integration, various types of data including signer details, timestamps of signing events, and custom field data from the documents can be transferred between Docusign and Excel.
Do I need technical expertise to integrate Docusign with Microsoft Excel?
No technical expertise is required to integrate these platforms. We provide user-friendly interfaces and guides that allow users to set up their triggers and actions without needing extensive technical knowledge.
Can we schedule recurring signing tasks using an Excel list with this integration?
Yes, you can use our tools to schedule recurring tasks where documents are sent out for signatures based on schedules or lists maintained in your Excel workbook.
Practical ways you can use Docusign and Microsoft Excel
Update Excel when a Docusign template is used.
Keep track of document activity by automatically updating an Excel spreadsheet whenever a Docusign template is used to send a signature request. Zapier helps business owners monitor the frequency and details of template activity, streamlining insights and decision-making.
Business OwnerLog Docusign activity into Excel.
Track key Docusign document activity like envelope completions in a centralized Excel sheet. When an envelope is completed in Docusign, Zapier automatically logs the details (e.g., signer's name, timestamp) into Microsoft Excel. This improves visibility and simplifies compliance reporting.
ITTrack document sign-off statuses in Excel.
Monitor the progress of project-related documents by logging their status. When a Docusign envelope receives a status update (sent, completed, or voided), Zapier logs the latest information into an Excel sheet, enabling better tracking and project transparency.
Project ManagementSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerInstant - Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerInstant - Envelope Created
Triggers when an envelope is created.
Try ItTriggerInstant - Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerInstant