Microsoft Excel + SignNow
Create documents from templates and send role-based invites in SignNow for updated rows in Microsoft Excel
When there's an updated row in your Microsoft Excel spreadsheet, this workflow immediately comes into action. It creates a document from a template in SignNow and fires off a role-specific invitation. This not only saves time but also ensures that the right people are informed about the changes promptly. This integration can transform how you manage your document workflows and communication.
When there's an updated row in your Microsoft Excel spreadsheet, this workflow immediately comes into action. It creates a document from a template in SignNow and fires off a role-specific invitation. This not only saves time but also ensures that the right people are informed about the changes promptly. This integration can transform how you manage your document workflows and communication.
- When this happens...Updated Row
Triggers when a row is added or updated in a worksheet.
- automatically do this!Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
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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
TitleRequired
Column Headers
Zap Step Id
