Send envelopes using templates in DocuSign when new rows are added in Microsoft Excel
Streamline your document signing process with this easy workflow. Whenever a new row is added in Microsoft Excel, this automation will send an envelope using a template in DocuSign. It's a seamless way to ensure timely action on important documents, saving you time on manual data entry and follow-ups. Start leveraging your tools to enhance efficiency and productivity.
Streamline your document signing process with this easy workflow. Whenever a new row is added in Microsoft Excel, this automation will send an envelope using a template in DocuSign. It's a seamless way to ensure timely action on important documents, saving you time on manual data entry and follow-ups. Start leveraging your tools to enhance efficiency and productivity.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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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