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Docusign + Microsoft Excel

Docusign + Microsoft Excel

Docusign + Microsoft Excel integrations

Send Docusign envelopes from templates each time new rows are added in Microsoft Excel

Simplify your paperwork process with this workflow. When you add a new row in a Microsoft Excel table, it initiates the process to send an envelope via DocuSign using a pre-specified template. Perfect for ensuring documents get sent out as soon as their details are added in Excel. This saves you time and ensures you never overlook sending essential documents.

  1. When this happens...
    New Row in Table
    New Row in Table
    New Row in TableTriggers when a new row is added to a table in a spreadsheet.
  2. automatically do this!
    Send Envelope Using Template
    Send Envelope Using Template
    Send Envelope Using TemplateSends a envelope signature request using a template.
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More things you can do with Microsoft Excel and Docusign

Discover other triggers and actions you can use with Microsoft Excel and Docusign

    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Trigger Column
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet ID
      Required
    • Range
      Required
    • Apply To
    Action
    Write
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About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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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.
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