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Microsoft Excel + Precisely

Create contracts from templates in Precisely for new excel rows

Enhance your productivity and maintain data accuracy with this workflow. As soon as you add a new row in Microsoft Excel, a matching contract is created instantly in Precisely. This efficient process gets rid of manual data work, allowing more focus on high-priority tasks.

Enhance your productivity and maintain data accuracy with this workflow. As soon as you add a new row in Microsoft Excel, a matching contract is created instantly in Precisely. This efficient process gets rid of manual data work, allowing more focus on high-priority tasks.

  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!
    PreciselyPrecisely
    Create Contract From Template

    Triggers when a new contract project is created for an organization.

    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

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write
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excel logo

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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precisely logo

About Precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

Related categories

  • Documents