When an e-signature is completed in DocuSign, add it to Microsoft Excel
When an e-signature is completed in DocuSign, add it to Microsoft Excel
Launch this workflow to connect
DocuSign &
Microsoft Excel
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■Overview
Do you find it time-consuming to manually transfer contract information to Microsoft Excel after completing an electronic signature in DocuSign? This manual work not only takes time but can also lead to human errors, such as data entry mistakes. With this workflow, completing an envelope in DocuSign triggers the required information to be automatically added to Microsoft Excel, helping improve operational efficiency and accuracy.
■Who is this template recommended for?
- Anyone who manages contract information and other data using DocuSign and Microsoft Excel and finds manual data transfer challenging
- Anyone who wants to spend less time on routine data entry and focus on more strategic work
- Team members who want to reduce manual data entry errors and improve the reliability of their data management
■Benefits of using this template
- Data is automatically transferred to Microsoft Excel after signing is completed in DocuSign, reducing the time spent on manual data entry.
- Automated processing reduces the risk of human errors, such as data entry mistakes and omissions, helping maintain data accuracy.
■Workflow
- First, connect DocuSign and Microsoft Excel with Yoom.
- Next, select DocuSign as the trigger and set the action to “When an envelope is completed.” This detects information from envelopes whose signing process has been completed.
- Then, set the DocuSign operation to “Retrieve document information from a specific envelope” to obtain the required document information from the completed envelope.
- Finally, set the Microsoft Excel operation to “Update a record” and add the information retrieved in the previous step to the specified Excel file and worksheet.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization options
- In the Microsoft Excel “Update a record” action, specify which Excel file and worksheet to add the information to.
- You can freely configure which columns (headers) to map the dynamic information retrieved from DocuSign to, as well as whether to enter fixed values in specific columns when adding data to Microsoft Excel.
■Notes
- Connect both DocuSign and Microsoft Excel with Yoom.
- Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- For information on configuring operations that manage Microsoft Excel databases, see “Configuring operations for managing an Excel database.”
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DocuSign
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About the apps you use
DocuSign
Yoom allows you to integrate with DocuSign's API without any code, enabling the automation of various tasks using DocuSign. For example, you can automatically send contracts via DocuSign or automatically store the completed contract files in file storage services like Google Drive once the contract is finalized with DocuSign.
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Notify Microsoft Teams when an agreement is completed in DocuSign.
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No-Code API Actions
Executable API actions
Flowbot triggers
When the Envelope Is Completed
Flowbot operations
Create Envelope
Create and Send Envelope from Template
Retrieve Specific Envelope Information
Retrieve Document Information for a Specific Envelope
Download Documents from a Specific Envelope
Download Certificate
Void a Specific Envelope
Send Envelope
Add Attachment to Envelope
Add or Update Documents in an Envelope
Set Fields on Document
Add Values to Document Fields
Add Values to Document Fields (Radio Buttons)
Delete or Void Envelope
Get Custom Document Field Values
Add Custom Field to Specified Document
Search Envelopes
Search Envelopes (Using Next Page Start Position)
Flowbot triggers
When the Envelope Is Completed
Flowbot operations
Create EnvelopeCreate and Send Envelope from TemplateRetrieve Specific Envelope InformationRetrieve Document Information for a Specific EnvelopeDownload Documents from a Specific EnvelopeDownload CertificateVoid a Specific EnvelopeSend EnvelopeAdd Attachment to EnvelopeAdd or Update Documents in an EnvelopeSet Fields on DocumentAdd Values to Document FieldsAdd Values to Document Fields (Radio Buttons)Delete or Void EnvelopeGet Custom Document Field ValuesAdd Custom Field to Specified DocumentSearch EnvelopesSearch Envelopes (Using Next Page Start Position)Get Envelope Recipient Tabs ListCreate and Send Envelope from Template (with Tabs)Retrieve Template Tab InformationCreate and Send Envelope from Template (Single Envelope/Multiple Tabs/Single Tab Label)Create and Send Envelope from Template (Single Envelope/Single Tab/Multiple Tab Labels)Retrieve Template InformationDelete a Document from a Specific Envelope
Flowbot triggers
There is no action.
Flowbot operations
Get Worksheet InformationGet a Specific Cell ValueGet Range by ColumnGet Range by RowAdd WorksheetRename SheetGet Table ListAdd TableEnter Formula in CellEnter Value in CellGet Item IDDelete SheetSort a Specified Range in Ascending or Descending OrderUnprotect WorksheetGet Drive Item ID from Sharing URLCreate Excel SessionList SitesList Drives in SiteGet Worksheet Information (SharePoint)Get the Value of a Specific Cell (SharePoint)Get Range by Column (SharePoint)Get Range by Row (SharePoint)Add Worksheet (SharePoint)Rename Worksheet (SharePoint)Get Table List (SharePoint)Add Table (SharePoint)Set Formula in Cell (SharePoint)Set Value in Cell (SharePoint)Delete Sheet (SharePoint)Sort a Specified Range in Ascending or Descending Order (SharePoint)Unprotect Worksheet (SharePoint)Create Excel Session (SharePoint)Get Item ID (SharePoint)More inspiration for you
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