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Docusign + Microsoft Excel

Create DocuSign signature requests when updated rows in Microsoft Excel occur

Effortlessly streamline your document signing process with this workflow. When an updated row occurs in your Microsoft Excel app, a signature request will be created in DocuSign, saving you time and ensuring important documents get signed promptly. Maintain an organized and efficient signing process without having to manually track and send signature requests.

Effortlessly streamline your document signing process with this workflow. When an updated row occurs in your Microsoft Excel app, a signature request will be created in DocuSign, saving you time and ensuring important documents get signed promptly. Maintain an organized and efficient signing process without having to manually track and send signature requests.

  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!
    DocusignDocusign
    Send Envelope Using Document

    Sends an envelope signature request using a document.

    ActionWrite
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Supported triggers and actions

docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Related categories

excel logo
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.

Related categories

Triggers & Actions