Docusign + Microsoft Excel integrations
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.
- When this happens...Envelope Status UpdatedTriggers when an envelope is sent, completed, signed, 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. Some data may be unavailable if you do not have full access to the envelope.
- automatically do this!Add RowAdds a new row to the end of a worksheet.
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More things you can do with Docusign and Microsoft Excel
Discover other triggers and actions you can use with Docusign and Microsoft Excel
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
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
Related Zap Templates
- Create a DocuSign signature request from new Microsoft Excel rows
- Add rows to Microsoft Excel tables for completed DocuSign envelopes
- Create DocuSign signature requests for new Microsoft Excel worksheets
- Create DocuSign signature requests when updated rows in Microsoft Excel occur
- Send envelopes using templates in DocuSign when new rows are added in Microsoft Excel
- Send updated Microsoft Excel rows as template envelopes in DocuSign
- Send Docusign envelopes from templates each time new rows are added in Microsoft Excel
- Add rows to Microsoft Excel when new agreements are clicked in Docusign
- Track completed Docusign envelopes by creating corresponding entries in a Microsoft Excel spreadsheet
- Resend envelopes in Docusign and add rows to a table in Microsoft Excel
- Add new rows to a Microsoft Excel table when envelopes are sent in Docusign
- Create Docusign signature requests from updated rows in Microsoft Excel
- Create draft Docusign signature requests from new rows in Microsoft Excel
- Add new completed Docusign envelopes to a Microsoft Excel spreadsheet by creating rows
Related Zap Templates
- Create a DocuSign signature request from new Microsoft Excel rows
- Create DocuSign signature requests when updated rows in Microsoft Excel occur
- Send Docusign envelopes from templates each time new rows are added in Microsoft Excel
- Resend envelopes in Docusign and add rows to a table in Microsoft Excel
- Create draft Docusign signature requests from new rows in Microsoft Excel
- Add rows to Microsoft Excel tables for completed DocuSign envelopes
- Send envelopes using templates in DocuSign when new rows are added in Microsoft Excel
- Add rows to Microsoft Excel when new agreements are clicked in Docusign
- Add new rows to a Microsoft Excel table when envelopes are sent in Docusign
- Add new completed Docusign envelopes to a Microsoft Excel spreadsheet by creating rows
- Create DocuSign signature requests for new Microsoft Excel worksheets
- Send updated Microsoft Excel rows as template envelopes in DocuSign
- Track completed Docusign envelopes by creating corresponding entries in a Microsoft Excel spreadsheet
- Create Docusign signature requests from updated rows in Microsoft Excel









