Microsoft Excel + SignNow
Create documents and send role-based invites in SignNow from new rows in Microsoft Excel
Enable an efficient workflow that keeps your paperwork on track. When a new row is added in Microsoft Excel, this workflow takes over and generates a new document from a specific template within SignNow, instantly sending role-based invites. This automation eliminates tedious manual tasks, and empowers focus on more significant processes, ensuring your documents are prepared and delivered efficiently.
Enable an efficient workflow that keeps your paperwork on track. When a new row is added in Microsoft Excel, this workflow takes over and generates a new document from a specific template within SignNow, instantly sending role-based invites. This automation eliminates tedious manual tasks, and empowers focus on more significant processes, ensuring your documents are prepared and delivered efficiently.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired
