How to connect DocuSign + Microsoft Excel
Zapier lets you send info between DocuSign and Microsoft Excel automatically—no code required.
When this happens...
automatically do this!
Popular DocuSign + Microsoft Excel workflows
Our most popular Zap!
- Create a DocuSign signature request from new Microsoft Excel rows
Create a DocuSign signature request from new Microsoft Excel rows
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
- Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.Trigger
- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
- New RowTriggers when a new row is added to a worksheet in a spreadsheet.Trigger
- New Row in TableTriggers when a new row is added to a table in a spreadsheet.Trigger
- New WorksheetTriggers when a new worksheet is added to a spreadsheet.Trigger
- Updated RowTriggers when a row is added or updated in a worksheet.Trigger
- Add RowAdds a new row to the end of a worksheet.Action
- Microsoft Excel
Adds a new row to the end of a specific table.
Scheduled
Action
- Microsoft Excel
Creates a new spreadsheet
Scheduled
Action
- Microsoft Excel
Updates a row in a specific worksheet.
Scheduled
Action
- Microsoft Excel
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
- Microsoft Excel
Finds or creates a specific find row.
Scheduled
Action
How DocuSign + Microsoft Excel Integrations Work
- Step 1: Authenticate DocuSign and Microsoft Excel.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Microsoft Excel Tutorials
Related categories
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.
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy