Add completed DocuSign e-signatures that meet specific conditions to Microsoft Excel
Add completed DocuSign e-signatures that meet specific conditions to Microsoft Excel
Launch this workflow to connect
DocuSign &
Microsoft Excel
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■Overview
After an electronic signature is completed in DocuSign, manually transferring the information to Microsoft Excel can be time-consuming and prone to data-entry errors. It can be especially burdensome to check which contracts meet specific criteria. With this workflow, whenever an electronic signature meeting specified conditions is completed in DocuSign, the information is automatically added to Microsoft Excel, helping you streamline these tasks.
■Recommended for
- Anyone who finds it time-consuming to transfer information to Microsoft Excel after completing an electronic contract in DocuSign
- Anyone looking to reduce manual data-entry errors and improve operational accuracy
- Anyone who wants to efficiently manage only the information that meets specific contract conditions
■Benefits of using this template
- Automatically add information to Microsoft Excel after an electronic signature is completed in DocuSign, reducing the time spent on manual tasks.
- Transfer only the necessary information based on conditional branching, improving data accuracy and preventing human error.
■Workflow
- First, connect DocuSign and Microsoft Excel to Yoom.
- Next, select DocuSign as the trigger and set the action to “When an envelope is completed.”
- Then, set the DocuSign “Retrieve document information for a specific envelope” action as an operation to retrieve the details of the completed envelope.
- After that, set the “Conditional branching” operation so that the workflow proceeds only when the retrieved envelope information meets specific conditions.
- Finally, set the Microsoft Excel “Add a record” action as an operation to add the information from envelopes that meet the conditions to the specified Excel file.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization options
- After configuring the DocuSign trigger, you can freely define the conditions for which envelopes should be added to Microsoft Excel in the subsequent “Conditional branching” operation, based on envelope information such as the signer’s name, contract date, and contract amount.
- In the operation for adding a record to Microsoft Excel, you can flexibly configure which information retrieved from DocuSign is mapped to each Microsoft Excel column according to your preferred data management method.
■Notes
- Connect both DocuSign and Microsoft Excel to Yoom.
- Microsoft 365 (formerly Office 365) offers plans for home use and plans for businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- Conditional branching is an operation available on the Personal plan and above. On the Free plan, configured workflow operations will result in errors.
- Paid plans, such as the Personal plan, include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.
- For information on configuring operations that work with Microsoft Excel databases, see Configuring operations for working with databases in Excel.
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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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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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