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Docusign + Microsoft Excel

Docusign + Microsoft Excel

Docusign + Microsoft Excel integrations

Track completed Docusign envelopes by creating corresponding entries in a Microsoft Excel spreadsheet

When a document is completed in Docusign, this workflow immediately creates a corresponding spreadsheet in Microsoft Excel. This seamless process saves you time and swathes through the manual transfer of data from your signed documents into Excel. Stay organized and efficient by ensuring every signed document is accounted for in a neatly formatted spreadsheet.

  1. When this happens...
    Envelope Completed
    Envelope Completed
    Envelope CompletedTriggers when an envelope is completed.
  2. automatically do this!
    Create Workbook
    Create Workbook
    Create WorkbookCreates a new workbook
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More things you can do with Docusign and Microsoft Excel

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

  • Docusign triggers, actions, and search
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Events to Monitor
      Required
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search
    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
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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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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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