1. Home
  2. App Directory
  3. DocuSign Integrations
  4. Integrating DocuSign with Microsoft Excel by AI Agents and Assistants

Integrating DocuSign with Microsoft Excel by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between DocuSign and Microsoft Excel

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup
Heart
20 Million man hours saved

Award Winning App Integration Platform

Integrations for DocuSign
About DocuSign

Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Integrations for Microsoft Excel
Microsoft Excel Alternatives

Looking for the Microsoft Excel Alternatives? Here is the list of top Microsoft Excel Alternatives

  • Google Sheets Integration Google Sheets
  • Smartsheet Integration Smartsheet
Connect DocuSign + Microsoft Excel in easier way

It's easy to connect DocuSign + Microsoft Excel without coding knowledge. Start creating your own business flow.

  • Triggers
  • New/Update Envelope

    Trigger when a status of the envelope changed.

  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

  • Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Add Row to Table

    Adds a new row to the end of a specific table.

How DocuSign & Microsoft Excel Integrations Work

  1. Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Excel as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from DocuSign to Microsoft Excel.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 11:05 pm
Book An Appointment