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

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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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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 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.

Learn more Help

Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

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