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Customize your DocuSign and Excel integration with the following
triggers and actions.
Triggers
When this happens…
DocuSign
- New document receivedNew document received in DocuSign
- New document eventNew document event in DocuSign
- New recipient event Real-timeNew recipient event in DocuSign
Any other trigger you can think up
Actions
Do this…
DocuSign
- Custom actionCustom action in DocuSign (Custom)
- Create/send documentCreate/send document for signing in DocuSign
- Download documentDownload document from DocuSign
- List documents in envelope BatchList documents in DocuSign
- Send document using a templateSend document using a template in DocuSign
Any other action you can think up
Excel
- Custom actionCustom action in Excel (Custom)
- Add rows in batch BatchAdd rows in batch in Microsoft Excel
- Add a tableAdd a table in Microsoft Excel
- Add a worksheetAdd a worksheet in Microsoft Excel
- Delete a rowDelete a row in Microsoft Excel
- Get cells BatchGet cells from range in Microsoft Excel
- Get rows BatchGet rows from table in Microsoft Excel
- List tables BatchList tables in Microsoft Excel
- List worksheets BatchList worksheets in Microsoft Excel
- Search workbooks BatchSearch workbooks in Microsoft Excel
- Update a rowUpdate row in Microsoft Excel
Any other action you can think up
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