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.
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 Visit
Triggers when you get a new visit.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New Link Created
This trigger fires when you create a new link in DocSend.
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
