Integrations Microsoft Excel SignRequest
Microsoft Excel + SignRequest

Connect Microsoft Excel and SignRequest to Build Intelligent Automations

Choose a Trigger

Microsoft Excel

When this happens...

Choose an Action

SignRequest

Automatically do this!

Enable Integrations or automations with these events of Microsoft Excel and SignRequest

Enable Integrations or automations with these events of Microsoft Excel and SignRequest

Actions

Find Row

Find Row

Find a Row in a table by column and value

Create Spreadsheet

Create Spreadsheet

Create a New Spreadsheet

Update Row

Update Row

Update Row

Request a new Action for Microsoft Excel

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Step by step guides to integrate Microsoft Excel and SignRequest

Frequently Asked Questions

How do I start an integration between Microsoft Excel and SignRequest?

To start, connect both your Microsoft Excel and SignRequest accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in SignRequest (or vice versa).

Can we customize how data from Microsoft Excel is recorded in SignRequest?

Absolutely. You can customize how Microsoft Excel data is recorded in SignRequest. This includes choosing which data fields go into which fields of SignRequest, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft Excel and SignRequest?

The data sync between Microsoft Excel and SignRequest typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft Excel to SignRequest?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft Excel and SignRequest?

Yes, you can set conditional logic to control the flow of data between Microsoft Excel and SignRequest. 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.

Microsoft Excel

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

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SignRequest

About SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.

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