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Integrate Revv Documents with Microsoft Excel to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Revv Documents with Microsoft Excel - no code necessary. See how you can get setup in minutes.

Select a trigger from Revv Documents

A trigger is an event that starts your Zap and runs the workflow. For example, with Revv Documents, a trigger could be "Document Accepted."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Excel

An action is what takes place after the automation is triggered. For example, with Microsoft Excel, the action could be "Add Row."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Revv Documents to Microsoft Excel

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Revv Documents to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Revv Documents and Microsoft Excel to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Connect Revv Documents and Microsoft Excel to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Document Accepted
Triggers when the document is accepted
Trigger
Instant
Try It
Document Signed
Triggers when a document is signed by all signees.
Trigger
Instant
Try It
- Unique Identifier
  Required
- Contact Name
  Required
- Email
  Required
- Expected Deal Size
- Phone
- Title
- Type
- LinkedIn
- Twitter
- Instagram
- Notes
Action
Write
- Unique Identifier
  Required
- Contact Name
  Required
- Opportunity Stage
- Expected Close Date
- Expected Deal Size
- Email
  Required
Action
Write
- Choose folder
- Choose template
  Required
- Document name
  Required
Action
Write

- Note
- Choose folder
  Required
- Number of collaborators
  Required
Action
Write
- Storage_source
- Choose folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Scheduled
Try It

- Storage_source
- Choose folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Scheduled
Try It
- Storage_source
- Choose folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Choose folder
  Required
- Title
- Column Headers
- Zap_step_id
Action
Write
- Storage_source
- Choose folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Storage_source
- Choose folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

Document Stage Changed
Triggers when a document stage changes from Draft to Sent or Signed.
Trigger
Instant
Try It
- Choose folder
- Choose template
  Required
- Document name
  Required
- No. of acceptors
  Required
Action
Write
- Choose folder
- Document name
  Required
- Choose template
  Required
Action
Write
- Note
- Choose folder
- Choose template
  Required
- Document name
  Required
Action
Write
- Document ID
  Required
- Number of collaborators
  Required
Action
Write
- Storage_source
- Choose folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Choose folder
  Required
- Spreadsheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Choose folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Choose folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Storage_source
- Choose folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Storage_source
- Choose folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search

Learn how to automate Revv Documents on the Zapier blog

Learn how to automate Microsoft Excel on the Zapier blog

About Revv Documents

Revv Documents is intended for individuals and teams looking to automate everyday paperwork accurately and smartly, all-in-one tool. Use Revv Documents to manage proposals, quotes, contracts and agreements.

Related categories

Documents

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

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

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