DocSend + Microsoft Excel
Create rows in Microsoft Excel when new links are created in DocSend
With this workflow, whenever you create a new link in DocSend, it adds a new row to your Microsoft Excel spreadsheet. This can help you keep a real-time record of all created links in your spreadsheet without the need to manually input the information. Ideal for those who use DocSend for sharing documents and want to maintain a streamlined record in Microsoft Excel.
With this workflow, whenever you create a new link in DocSend, it adds a new row to your Microsoft Excel spreadsheet. This can help you keep a real-time record of all created links in your spreadsheet without the need to manually input the information. Ideal for those who use DocSend for sharing documents and want to maintain a streamlined record in Microsoft Excel.
- When this happens...New Link Created
This trigger fires when you create a new link in DocSend.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
- Free forever for core features
- 14 day trial for premium features & apps
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
Try It
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
