DocSend + Microsoft Excel
DocSend + Microsoft Excel
Add rows to Microsoft Excel for new DocSend visits
Easily manage your DocSend visits info with this seamless workflow. Every time there's a new visit in DocSend, this automation ensures the visit details are recorded in a new row in your Microsoft Excel table. This not only keeps your data organized, but also allows you to maintain an up-to-date and efficient tracking of your document interactions.
- When this happens...New VisitTriggers when you get a new visit.
- automatically do this!Add Row to TableAdds a new row to the end of a specific table.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with DocSend and Microsoft Excel
Discover other triggers and actions you can use with DocSend and Microsoft Excel
- New Link Created
This trigger fires when you create a new link in DocSend.
Try ItTriggerInstant - New Space Created
This trigger fires when you create a new Space in DocSend.
Try ItTriggerInstant - New Space Visit
Triggers when you get a new visit to a Space.
Try ItTriggerInstant - Visitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Try ItTriggerInstant
- New Signed Document
Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).
Try ItTriggerInstant - New Space Download
Triggers when you get a new download event in Spaces.
Try ItTriggerInstant - Document
- 100% Completion
Try ItTriggerInstant- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling
