Send updated Microsoft Excel rows as template envelopes in DocuSign
Easily streamline your digital document workflow with this efficient solution. Whenever you update a row in your Microsoft Excel spreadsheet, this workflow instantly sends an envelope using a preset template in DocuSign. This automated system ensures up-to-date documents are dispatched swiftly and efficiently, saving you the hassle and time of manual processing.
Easily streamline your digital document workflow with this efficient solution. Whenever you update a row in your Microsoft Excel spreadsheet, this workflow instantly sends an envelope using a preset template in DocuSign. This automated system ensures up-to-date documents are dispatched swiftly and efficiently, saving you the hassle and time of manual processing.
- When this happens...Updated Row
Triggers when a row is added or updated in a worksheet.
- 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