Microsoft Excel + Precisely

Microsoft Excel + Precisely integrations

Create contracts from templates in Precisely for new excel rows

Enhance your productivity and maintain data accuracy with this workflow. As soon as you add a new row in Microsoft Excel, a matching contract is created instantly in Precisely. This efficient process gets rid of manual data work, allowing more focus on high-priority tasks.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create Contract From TemplateTriggers when a new contract project is created for an organization.
ActionWrite

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More things you can do with Microsoft Excel and Precisely

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

- 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 ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
- Organization Id
  Required
Trigger
Polling
Try It
- Organization Id
  Required
- Project Id
  Required
- Title
  Required
Action
Write
- Organization Id
  Required
- Project Id
  Required
- File
  Required
- Filename
  Required
Action
Write
- Organization Id
  Required
- Project Id
  Required
- Message
  Required
Action
Write
- Organization Id
  Required
- Document Id
  Required
- Name
  Required
- Message
  Required
- Remind at
  Required
Action
Write
- Organization Id
  Required
- Document Id
  Required
- Name
  Required
- Email
  Required
- Organization
- Role
Action
Write
- Organization Id
  Required
- Document Id
  Required
Action
Search
- Organization Id
  Required
- Template Id
  Required
Action
Search

- 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
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
- Organization Id
  Required
Trigger
Polling
Try It
- Organization Id
  Required
Trigger
Polling
Try It
- Organization Id
  Required
- Document Id
  Required
Action
Write
- Organization Id
  Required
- Template Id
  Required
- Draft incomplete project
  Required
- Title
  Required
- External Reference Source
- External Reference Id
- Access permission
  Required
Action
Write
- Organization Id
  Required
- Project Id
  Required
- Name
  Required
- Email
  Required
- Organization
- Role
Action
Write
- Organization Id
  Required
- Document Id
  Required
- Message
  Required
Action
Write
- Organization Id
  Required
- Document Id
  Required
Action
Search
- Organization Id
  Required
- Project Id
  Required
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

Microsoft

Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About Precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

HelpHelp

Related categories

Documents