Microsoft Excel + SignNow

Create documents and send role-based invites in SignNow from new rows in Microsoft Excel

Enable an efficient workflow that keeps your paperwork on track. When a new row is added in Microsoft Excel, this workflow takes over and generates a new document from a specific template within SignNow, instantly sending role-based invites. This automation eliminates tedious manual tasks, and empowers focus on more significant processes, ensuring your documents are prepared and delivered efficiently.

Enable an efficient workflow that keeps your paperwork on track. When a new row is added in Microsoft Excel, this workflow takes over and generates a new document from a specific template within SignNow, instantly sending role-based invites. This automation eliminates tedious manual tasks, and empowers focus on more significant processes, ensuring your documents are prepared and delivered efficiently.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row

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

    TriggerScheduled
  2. automatically do this!
    SignNowSignNow
    Create Document From Template & Send Role-Based Invite

    Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.

    ActionWrite
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Supported triggers and actions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write
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excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Related categories

  • Microsoft
  • Spreadsheets

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signnow logo

About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

Related categories

  • Signatures