Microsoft Excel + Xodo Sign

Microsoft Excel + Xodo Sign integrations

Manage new Microsoft Excel rows by using templates in Xodo Sign

This workflow enhances your productivity by bridging Microsoft Excel and Xodo Sign. Whenever a New Row is introduced in your Excel sheet, you're guided to use a template in Xodo Sign right away. This seamless process ensures your digital signature needs are met promptly, saving you time and effort. No need for manual checks and triggers, this automation takes care of it all.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Use TemplateSends a document created from a template in your eversign account.
ActionWrite

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More things you can do with Microsoft Excel and Xodo Sign

Discover other triggers and actions you can use with Microsoft Excel and Xodo Sign

- 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
Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Trigger
Polling
Try It
- Template
  Required
- 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
Action
Write

- 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
- 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
Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company
- Phone Number
Action
Write
- Document Hash
  Required
- Include audit trail
  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 Xodo Sign

Xodo Sign is a tool used to sign legally binding documents online on any device

Learn moreLearn moreHelpHelp

Related categories

Signatures

Related Zap Templates

Document completed in Xodo Sign adds a new row in Microsoft Excel

Related Zap Templates

Document completed in Xodo Sign adds a new row in Microsoft Excel