Connect Microsoft Excel and Docusign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Microsoft Excel
Choose an Action
Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Create a Bulk Send List
Enable Integrations or automations with these events of Microsoft Excel and Docusign
Enable Integrations or automations with these events of Microsoft Excel and Docusign
Actions
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Add Row to Table
Add Row to the End of Specific Table
Update Row
Update Row
Create Workspace
Create a new workspace.
Update Workspace
Updates a Workspace name or desctcription.
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Frequently Asked Questions
To start, connect both your Microsoft Excel and Docusign accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in Docusign (or vice versa).
Absolutely. You can customize how Microsoft Excel data is recorded in Docusign. This includes choosing which data fields go into which fields of Docusign, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Excel and Docusign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Excel and Docusign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
Learn MoreAbout Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
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