Microsoft Excel + SignRequest

Send SignRequests from template in SignRequest for new rows added in Microsoft Excel

Streamline your document process with this seamless workflow. Whenever a new row is added in Microsoft Excel, a document from your preselected template in SignRequest is promptly sent out. This efficient process not only eliminates the need for manual intervention but also ensures timely handling of your critical documents. Experience a smooth, organized, and highly productive document management system.

Streamline your document process with this seamless workflow. Whenever a new row is added in Microsoft Excel, a document from your preselected template in SignRequest is promptly sent out. This efficient process not only eliminates the need for manual intervention but also ensures timely handling of your critical documents. Experience a smooth, organized, and highly productive document management system.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row

    Triggers when a new row is added to a worksheet in a spreadsheet.

    TriggerPolling
  2. automatically do this!
    SignRequestSignRequest
    Send SignRequest From Template

    Creates and sends a new SignRequest from a SignRequest Template.

    ActionWrite
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Supported triggers and actions

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • Worksheet IDRequired

    • RangeRequired

    • Apply To

    Action
    Write
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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.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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About SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.
Learn more

Related categories

  • Signatures