DocuSign and Excel integrations and automations

Do everything in one place

Customize your DocuSign and Excel integration with the following triggers and actions.

Triggers

When this happens…

DocuSign
  • New document received
    New document received in DocuSign
  • New document event
    New document event in DocuSign
  • New recipient event Real-time
    New recipient event in DocuSign

    • Any other trigger you can think up

Actions

Do this…

DocuSign
  • Custom action
    Custom action in DocuSign (Custom)
  • Create/send document
    Create/send document for signing in DocuSign
  • Download document
    Download document from DocuSign
  • List documents in envelope Batch
    List documents in DocuSign
  • Send document using a template
    Send document using a template in DocuSign

    • Any other action you can think up

Excel
  • Custom action
    Custom action in Excel (Custom)
  • Add rows in batch Batch
    Add rows in batch in Microsoft Excel
  • Add a table
    Add a table in Microsoft Excel
  • Add a worksheet
    Add a worksheet in Microsoft Excel
  • Delete a row
    Delete a row in Microsoft Excel
  • Get cells Batch
    Get cells from range in Microsoft Excel
  • Get rows Batch
    Get rows from table in Microsoft Excel
  • List tables Batch
    List tables in Microsoft Excel
  • List worksheets Batch
    List worksheets in Microsoft Excel
  • Search workbooks Batch
    Search workbooks in Microsoft Excel
  • Update a row
    Update row in Microsoft Excel

    • Any other action you can think up

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