DocSend + Microsoft Excel
DocSend + Microsoft Excel
Add new rows in Microsoft Excel for new DocSend visits
Efficiently manage your client interactions with this workflow. When a new visit occurs in DocSend, it will create a new row in your Microsoft Excel spreadsheet, ensuring all details are captured for easy reference. This seamless integration between DocSend and Microsoft Excel boosts your productivity by tracking all client visits in a streamlined and organized manner.
- When this happens...New VisitTriggers when you get a new visit.
- automatically do this!Add RowAdds a new row to the end of a worksheet.
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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
- 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
