Docusign + Microsoft Excel
Create DocuSign signature requests when updated rows in Microsoft Excel occur
Effortlessly streamline your document signing process with this workflow. When an updated row occurs in your Microsoft Excel app, a signature request will be created in DocuSign, saving you time and ensuring important documents get signed promptly. Maintain an organized and efficient signing process without having to manually track and send signature requests.
Effortlessly streamline your document signing process with this workflow. When an updated row occurs in your Microsoft Excel app, a signature request will be created in DocuSign, saving you time and ensuring important documents get signed promptly. Maintain an organized and efficient signing process without having to manually track and send signature requests.
- When this happens...Updated Row
Triggers when a row is added or updated in a worksheet.
- automatically do this!Send Envelope Using Document
Sends a envelope signature request using a document.
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired
