Microsoft Excel + Xodo Sign
Microsoft Excel + Xodo Sign
Microsoft Excel + Xodo Sign integrations
Document completed in Xodo Sign adds a new row in Microsoft Excel
Tracking your document progress becomes effortless with this workflow. Once a document is completed in Xodo Sign, it directly creates a new row in your Microsoft Excel. This simple automation streamlines your document management process, saving valuable time and fostering greater organizational efficiency.
- When this happens...Document CompletedTriggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- automatically do this!Add RowAdds a new row to the end of a worksheet.
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More things you can do with Xodo Sign and Microsoft Excel
Discover other triggers and actions you can use with Xodo Sign and Microsoft Excel
- Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Try ItTriggerPolling - First NameRequired
- Last NameRequired
- Email AddressRequired
- Company
- Phone Number
ActionWrite- Document HashRequired
- Include audit trailRequired
ActionSearch- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling
- Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Try ItTriggerPolling - TemplateRequired
- Enable SMS Signer Authentication
- Sandbox
- Document Title
- Message
- Custom Requester Name
- Custom Requester Email
- Redirect URL After Signature
- Embedded Signing
- Require All Signers
- Automatic Reminders
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
Try ItTriggerPolling
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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About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
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