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Docusign + Microsoft Excel

Create DocuSign signature requests for new Microsoft Excel worksheets

Effortlessly streamline your document signing process with this convenient automation. When a new worksheet is added in Microsoft Excel, a signature request is instantly created in DocuSign, minimizing manual tasks and speeding up the approval process. Simplify your workflow and ensure documents are signed promptly, resulting in efficient collaboration and faster decision-making.

Effortlessly streamline your document signing process with this convenient automation. When a new worksheet is added in Microsoft Excel, a signature request is instantly created in DocuSign, minimizing manual tasks and speeding up the approval process. Simplify your workflow and ensure documents are signed promptly, resulting in efficient collaboration and faster decision-making.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    TriggerScheduled
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Document

    Sends a envelope signature request using a document.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • RowRequired

    Action
    Write
docusign logo
docusign logo

About Docusign

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

Related categories

  • Signatures

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excel logo
excel logo

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.
Help

Related categories

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