Docusign + Microsoft Excel
Add rows in Microsoft Excel for newly sent or completed envelopes in DocuSign
Keep track of DocuSign envelopes right from your Microsoft Excel spreadsheet with this efficient workflow. Whenever an envelope is sent or completed in DocuSign, a new row will be added to your designated Excel sheet, ensuring your records are always up-to-date. Enjoy seamless organization without any manual data entry, so you can focus on more important tasks.
Keep track of DocuSign envelopes right from your Microsoft Excel spreadsheet with this efficient workflow. Whenever an envelope is sent or completed in DocuSign, a new row will be added to your designated Excel sheet, ensuring your records are always up-to-date. Enjoy seamless organization without any manual data entry, so you can focus on more important tasks.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. 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.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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