Connect DocuSign and Microsoft 365 Excel integrations
Connect DocuSign and Microsoft 365 Excel with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like DocuSign and Microsoft 365 Excel to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Sent after a recipient accepts an elastic template.
Sent after a recipient declines an elastic template.
Triggers when an envelope has been completed.
The envelope has been completed by all the recipients.
Sent when the envelope is correctedcorrected, opens in new window within the UI or via any of the Envelopes/EnvelopesRecipients API calls.
This event is sent when an envelope is created through the DocuSign eSignature UI or when an envelope's status is set to "created" after an Envelopes:create API call.
The envelope has been declined by one of the recipients.
This event is sent after an already-sent envelope is deleted, opens in new window.
This event is sent when all recipients have opened the envelope through the DocuSign signing website. This does not signify an email delivery of an envelope.
Sent when an envelope in created or draft state is deleted or discarded within the tagging UI.
Sent when the envelope is queued to be purged, opens in new window or via the Envelopes:update API call.
Sent when the envelope is resent, opens in new window within the UI or via the Envelopes:update API call.
This event is sent when the email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing. The envelope remains in this state until all recipients have viewed the envelope.
The envelope has been voided by the sender or has expired. The void reason indicates whether the envelope was manually voided or expired.
Sent when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign.
Sent when the recipient has completed their actions for the envelope, typically (but not always) by signing.
Sent when the recipient declines to sign the document(s) in the envelope.
Sent after a Delegation rule is in place and when a delegated signer is sent an envelope within the UI or the API.
Sent when the recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope.
Sent when the recipient selects Finish Later on an envelope.
Sent when the envelope is reassigned by a recipient within the UI.
Triggered when an envelope is resent to a recipient within the web application or using the EnvelopeRecipients : update API call.
This event is sent when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.
Sent when a template is createdtemplate is created, opens in new window within the UI or via the Templates:create API call.
Sent when a template is deleted within the UI or via the recycle bin API call recycle bin API call, opens in new window.
Sent when a template is modified within the UI or via the Templates:update API call.
Adds a new table.
Adds a new table column.
Adds a new table row.
Adds a new worksheet to a workbook.
Adds a new worksheet row.
Deletes a table.
Deletes a worksheet row.
Downloads the content of a specified Excel workbook.
Gets the metadata of a specified table.
Performs an arbitrary authorized API call.
Updates an existing table.
Updates an existing table column.
Updates an existing worksheet row.
Retrieves a list of all table rows in a workbook.
Retrieves a list of all table objects.
Retrieves a list of worksheet rows.
Retrieves a list of worksheet objects.
Retrieves data for a given range.
Searches for Excel workbooks.
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Create custom DocuSign and Microsoft 365 Excel workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a new table.
Adds a new table column.
Adds a new table row.
Adds a new worksheet to a workbook.
Adds a new worksheet row.
Deletes a table.
Deletes a worksheet row.
Downloads a document from a specified envelope.
Downloads the content of a specified Excel workbook.
Connect any app with DocuSign and Microsoft 365 Excel
Popular DocuSign and Microsoft 365 Excel workflows.
Looking to get more out of DocuSign and Microsoft 365 Excel? With Make you can visually integrate DocuSign and Microsoft 365 Excel into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
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