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DocSend + Microsoft Excel

Add new rows in Microsoft Excel whenever new links are created in DocSend

Save time and maintain a well-organized record of your shared links by using this automation. Whenever you create a new link in DocSend, this workflow instantly adds a row in your Microsoft Excel spreadsheet with all the relevant details. This ensures a seamless record-keeping process for your DocSend interactions, saving you the effort of manual data entry.

Save time and maintain a well-organized record of your shared links by using this automation. Whenever you create a new link in DocSend, this workflow instantly adds a row in your Microsoft Excel spreadsheet with all the relevant details. This ensures a seamless record-keeping process for your DocSend interactions, saving you the effort of manual data entry.

  1. When this happens...
    DocSendDocSend
    New Link Created

    This trigger fires when you create a new link in DocSend.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • DocSend triggers, actions, and search

    New Link Created

    This trigger fires when you create a new link in DocSend.

    Trigger
    Instant
    Try It
  • DocSend triggers, actions, and search

    New Space Download

    Triggers when you get a new download event in Spaces.

    Trigger
    Instant
    Try It
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
  • DocSend triggers, actions, and search

    New Space Created

    This trigger fires when you create a new Space in DocSend.

    Trigger
    Instant
    Try It
    • Document

    • 100% Completion

    Trigger
    Instant
    Try It
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
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About DocSend

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.
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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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