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Docusign + Microsoft Excel

Docusign + Microsoft Excel

Docusign + Microsoft Excel integrations

Add new completed Docusign envelopes to a Microsoft Excel spreadsheet by creating rows

This workflow takes action when an envelope is completed in Docusign, swiftly adding a new row in your Microsoft Excel spreadsheet. By bridging Docusign and Excel, not only does it save time on manual data entry, but also ensures your records stay up-to-date the moment an envelope is complete. This paves the way for an efficient document management process in your operations.

  1. When this happens...
    Envelope Completed
    Envelope Completed
    Envelope CompletedTriggers when an envelope is completed.
  2. automatically do this!
    Add Row
    Add Row
    Add RowAdds a new row to the end of a worksheet.
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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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