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DocuSign + Microsoft Excel + Smartsheet Integrations

How to connect DocuSign + Microsoft Excel + Smartsheet

Zapier lets you send info between DocuSign and Microsoft Excel and Smartsheet automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Choose an Action
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Do even more with DocuSign + Microsoft Excel + Smartsheet

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with DocuSign, Microsoft Excel, and Smartsheet. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • DocuSign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Email Subject

    • Email Body

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It

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How DocuSign + Microsoft Excel + Smartsheet Integrations Work

  1. Step 1: Authenticate DocuSign, Microsoft Excel, and Smartsheet.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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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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About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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