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Zapier makes it easy to integrate Docusign with Microsoft Excel - no code necessary. See how you can get setup in minutes.
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Docusign
Docusign
1. Choose trigger event
Microsoft Excel
Microsoft Excel
2. Choose action
1. Select the event
Setup
Test
Docusign
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects Docusign and Microsoft Excel, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Create a new record or update an existing record in your app.
Bulk List ID
Required
Template
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template
Required
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Name
Required
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Pause Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Trigger Workflow (For IAM Plans)
Triggers a Workflow Builder workflow. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Restore Workspace User Access (For IAM Plans)
Restores a user's access to a workspace by re-adding them. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template
Required
Render Template Tabs
Required
Email Subject
Email Blurb
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Template Name
Required
Description
Email Subject
Required
Email Message
Document
Required
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Void Reason
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Envelope with Base URL and Account ID Input
Create a Docusign envelope with essential custom fields, a document as a base64 file, template, and recipient details, using direct input fields for the base URL and account ID.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Include Certificate of Completion
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Workflow (For IAM Plans)
Finds Workflow Builder workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Workflow Instance (For IAM Plans)
Finds Workflow Builder instances for a specific workflow. Only available for Docusign IAM Plans.
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Name
Required
Role Name
Required
Name
Required
Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Envelope From Workspace (For IAM Plans)
Creates an envelope associated with the workspace. Envelope recipients will automatically be granted Participate access to the workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Document ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Cancel Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Resume Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Webform
Required
Link Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bulk List ID
Required
Template
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Agreement (For IAM Plans)
Finds Agreement Manager agreements that match the search criteria. Only available for Docusign IAM Plans.
Create a new record or update an existing record in your app.
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet
Required
Table
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet ID
Required
Column Index
Required
Apply To
Header Preservation
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Plan Restrictions
Storage_source
Folder
Title
Required
Column Headers
Zap_step_id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet
Required
Row
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet
Required
Lookup Column
Required
Lookup Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet ID
Required
Range
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet Name
Required
Column Headers
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Docusign and Microsoft Excel with AI agents and code
Beyond Zap workflows. Call Docusign and Microsoft Excel actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Docusign and Microsoft Excel actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Document to Workspace (For IAM Plans)
Add Row
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Docusign and Microsoft Excel
Update Excel when a Docusign template is used.
Keep track of document activity by automatically updating an Excel spreadsheet whenever a Docusign template is used to send a signature request. Zapier helps business owners monitor the frequency and details of template activity, streamlining insights and decision-making.
Track key Docusign document activity like envelope completions in a centralized Excel sheet. When an envelope is completed in Docusign, Zapier automatically logs the details (e.g., signer's name, timestamp) into Microsoft Excel. This improves visibility and simplifies compliance reporting.
Monitor the progress of project-related documents by logging their status. When a Docusign envelope receives a status update (sent, completed, or voided), Zapier logs the latest information into an Excel sheet, enabling better tracking and project transparency.
Learn how to automate Microsoft Excel on the Zapier blog
Make work flow with AI
Level up your Docusign to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Docusign + Microsoft Excel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Microsoft Excel
How can I trigger a Docusign action from Excel?
You can trigger a Docusign action from Excel by using our automation platform to set up triggers and actions. For instance, when a new row is added to an Excel sheet or a specific cell value is updated, you can configure it to automatically send out a document for signing through Docusign.
Can I retrieve signed document data back into Excel?
Yes, once a document is signed via Docusign, you can set up an action to input the received data back into your Excel spreadsheet. This might include details such as the signer’s name, signing time, and any other relevant information.
Are there any pre-set templates available for integrating Docusign with Excel?
We offer several pre-set templates that simplify the integration process between Docusign and Excel. These templates help streamline processes such as sending documents for signature directly from updates within your spreadsheet.
Can I automate notifications in Excel when a document is signed in Docusign?
Absolutely! You can configure notifications within your integration setup so that when a document is signed in Docusign, a notification or status update appears directly in your Excel workbook.
What types of data can be transferred between Docusign and Excel during integration?
During integration, various types of data including signer details, timestamps of signing events, and custom field data from the documents can be transferred between Docusign and Excel.
Do I need technical expertise to integrate Docusign with Microsoft Excel?
No technical expertise is required to integrate these platforms. We provide user-friendly interfaces and guides that allow users to set up their triggers and actions without needing extensive technical knowledge.
Can we schedule recurring signing tasks using an Excel list with this integration?
Yes, you can use our tools to schedule recurring tasks where documents are sent out for signatures based on schedules or lists maintained in your Excel workbook.
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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.
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