Microsoft Excel + Zoho Sign
Update and send templates in Zoho Sign whenever rows are updated in Microsoft Excel
Take the stress out of managing your files with an automated workflow that connects Microsoft Excel and Zoho Sign. Every time you modify a row in Excel, this process will prompt Zoho Sign to dispatch a predesigned template for checking. This streamlines your communication course and spares you the hassle of manually monitoring and sending each row update from your spreadsheets.
Take the stress out of managing your files with an automated workflow that connects Microsoft Excel and Zoho Sign. Every time you modify a row in Excel, this process will prompt Zoho Sign to dispatch a predesigned template for checking. This streamlines your communication course and spares you the hassle of manually monitoring and sending each row update from your spreadsheets.
- When this happens...Updated Row
Triggers when a row is added or updated in a worksheet.
- automatically do this!Send Template (For Testing Purpose)
Send a template for signing for testing purposes (up to 50 envelopes a month). The envelopes sent using this action will not consume any Zoho Sign credits and the documents will be watermarked with the 'For testing purpose only' note.
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Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
RangeRequired
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