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DocSend + Microsoft Excel

DocSend + Microsoft Excel

DocSend + Microsoft Excel integrations

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.

  1. When this happens...
    New Link Created
    New Link Created
    New Link CreatedThis trigger fires when you create a new link in DocSend.
  2. automatically do this!
    Add Row to Table
    Add Row to Table
    Add Row to TableAdds a new row to the end of a specific table.
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More things you can do with DocSend and Microsoft Excel

Discover other triggers and actions you can use with DocSend and Microsoft Excel

  • DocSend triggers, actions, and search
    New Link Created

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

    Trigger
    Instant
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  • DocSend triggers, actions, and search
    New Space Created

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

    Trigger
    Instant
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  • DocSend triggers, actions, and search
    New Space Visit

    Triggers when you get a new visit to a Space.

    Trigger
    Instant
    Try It
  • DocSend triggers, actions, and search
    Visitor Engagement Summary

    Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.

    Trigger
    Instant
    Try It
  • DocSend triggers, actions, and search
    New Signed Document

    Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).

    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
    • Document
    • 100% Completion
    Trigger
    Instant
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Trigger
    Polling
    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.
Related categories
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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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