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.
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 Visit
Triggers when you get a new visit.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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New Link Created
This trigger fires when you create a new link in DocSend.
Try ItNew Space Created
This trigger fires when you create a new Space in DocSend.
Try ItDocument
100% Completion
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
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New Signed Document
Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).
Try ItNew Space Download
Triggers when you get a new download event in Spaces.
Try ItVisitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try It
