Microsoft Excel + Yousign
Add rows in Microsoft Excel when signers are done in Yousign
Streamline your workflow with this automation. When a signer completes a document in Yousign, this tool will instantly add a row to specified Microsoft Excel sheet. This ensures you can smoothly keep your records up-to-date while focusing on more important tasks, making your document management process more efficient and organized.
Streamline your workflow with this automation. When a signer completes a document in Yousign, this tool will instantly add a row to specified Microsoft Excel sheet. This ensures you can smoothly keep your records up-to-date while focusing on more important tasks, making your document management process more efficient and organized.
- When this happens...Signer Done
Triggers when a Signer has signed.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Contact Created
Triggers when a Contact is created.
Try ItInclude Signer Audit Trail as well
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
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Download documents as well
Download audit trails as well
Try ItFirst nameRequired
Last nameRequired
EmailRequired
LocaleRequired
Phone number
Company name
Job title
Address line 1
Address line 2
City
Postal Code
Country
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
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