Microsoft Excel + GetAccept

Create documents in GetAccept from updated rows in Microsoft Excel

Keep your documents in GetAccept updated with information from Microsoft Excel by using this automation workflow. Whenever a row is updated in Excel, a new document will be created from a template in GetAccept. This ensures your agreements, proposals, and other documents are always up-to-date with the latest data, saving you time and reducing manual efforts.

When this happens...
Updated Row
Triggers when a row is added or updated in a worksheet.
TriggerScheduled
automatically do this!
Create Document From Template
Creates a new document with fillable fields from a selected template and send it to one or multiple recipients for signing.
ActionWrite

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Supported triggers and actions

What does this mean?

- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search

- Created By
Trigger
Instant
Try It
- Created By
Trigger
Instant
Try It

- Sent By
Trigger
Instant
Try It
- Sent By
Trigger
Instant
Try It
- Full Name
- First Name
- Last Name
- Email
- Mobile
- Title
- Thumb
- Note
- Company Name
- Company Number
Action
Write
- Document IDRequired
- Download FileRequired
Action
Write
- Document IDRequired
- Sender Email
- Sender User ID
Action
Write
- Document IDRequired
- Expiration DateRequired
- Send notification
Action
Write
- Document IDRequired
Action
Search

- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
- Created By
Trigger
Instant
Try It
- Sent By
Trigger
Instant
Try It
- Sent By
Trigger
Instant
Try It
- Document NameRequired
- Document Value
- Document Type
- Document Tags
- Signing DateRequired
- Contract Start Date
- Contract End Date
- File
- File Content (Base64)
- File name
- File Ids
Action
Write
- Document NameRequired
- Document Type
- External ID
- Document For Signing
- Document Value
- Expiration Date
- Send Automatically
- Send SMS
- Signing Order
- Email Subject
- Email Message
- File
- File Url
- File Content
- File name
- File Ids
- Document Tags
- Full Name
- First Name
- Last Name
- Email
- Mobile
- Role
- Company Name
- Company Number
- Signing Order Number
Action
Write
- Document IDRequired
Action
Write
- TemplateRequired
- Document NameRequired
- Document Type
- External ID
- Document for Signing
- Document Value
- Expiration Date
- Allow Signature Transfer
- Send Automatically
- Send SMS
- Email Subject
- Email Message
- Document Tags
- Full Name
- First Name
- Last Name
- Email
- Mobile
- Template Role Name
- Company Name
- Company Number
Action
Write
- File Content
- File
- File URL
Action
Write
- Document IDRequired
Action
Search

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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Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About GetAccept

GetAccept is a cloud solution where you design, send, track and promote your proposals to win and get more deals signed digitally.

Learn more Help

Related categories

Signatures

PRODUCTS

CAPABILITIES

By team

Microsoft Excel + GetAccept

Create documents in GetAccept from updated rows in Microsoft Excel

New Row

Storage Source

SpreadsheetRequired

WorksheetRequired

New Worksheet

Storage Source

Folder

SpreadsheetRequired

Add Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Create Spreadsheet

Storage Source

Folder

TitleRequired

Column Headers

Zap Step Id

Find Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired

Document Commented

Created By

Document Rejected

Created By

Document Sent

Sent By

Document Viewed

Sent By

Create Contact

Full Name

First Name

Last Name

Email

Mobile

Title

Thumb

Note

Company Name

Company Number

Download Document

Document IDRequired

Download FileRequired

Seal Document

Document IDRequired

Sender Email

Sender User ID

Update Document Expiration

Document IDRequired

Expiration DateRequired

Send notification

Get Document Fields

Document IDRequired

New Row in Table

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

TableRequired

Updated Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Trigger Column

Add Row to Table

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired