Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.

How do I connect DocuSign to Microsoft Excel with Relay.app?

Create a free Relay.app account Set a trigger in DocuSign or Microsoft Excel to kick off new workflow runs Add one or more actions to run in your workflow Authorize DocuSign and Microsoft Excel to connect to Relay.app Turn on your workflow and start getting more done with less manual work Check above for some example workflows, or visit our help center for more details on how to get started.

Is Relay.app a Zapier alternative for connecting DocuSign to Microsoft Excel?

Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing. Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need. For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives. Of course we're biased, but we believe Relay.app is the best way to connect and automate DocuSign and Microsoft Excel—give it a try and let us know what you think.

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DocuSign + Microsoft Excel Integrations

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Connect DocuSign to Microsoft Excel
Example workflows
Triggers and actions
DocuSign + your other apps
Microsoft Excel + your other apps
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FAQ

DocuSign + Microsoft Excel integrations

Use Relay.app's DocuSign integrations to trigger actions across your apps

Preview of Use any of these DocuSign actions in your Relay.app workflows.

Preview of Add any DocuSign action to your workflow.

Use Relay.app's DocuSign integrations to trigger actions across your apps

Use any of these DocuSign actions in your Relay.app workflows.

Add any DocuSign action to your workflow.

Overview

Connect DocuSign to Microsoft Excel in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between DocuSign, Microsoft Excel, and many other popular SaaS applications.

Check below for example workflows using DocuSign and Microsoft Excel, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

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Example DocuSign + Microsoft Excel workflows

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Automatically add row to sheet in Microsoft Excel for each envelope added in DocuSign

Try it

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Send envelope from template automatically in DocuSign for each row added in Microsoft Excel

Try it

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Export envelope as PDF automatically in DocuSign for each table row added in Microsoft Excel

Try it

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Update row automatically in Microsoft Excel for each envelope added in DocuSign

Try it

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Create or update row automatically in Microsoft Excel for each envelope added in DocuSign

Try it

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

Microsoft Excel Actions

Sheet

add_box

Add row to sheet

clear_all

Clear row

library_add

Create or update row

Find row(s)

edit

Update row

Table

add_box

Add row to table

library_add

Create or update table row

delete

Delete table row

Find table row(s)

edit

Update table row

Microsoft Excel Triggers

Sheet

add

New row added

edit

Row changed

target

Row first meets conditions

Table

add

New table row added

edit

Table row changed

target

Table row first meets conditions

DocuSign Actions

Envelope

drafts

Draft envelope from template

drafts

Draft envelope using documents

download

Export envelope as PDF

outgoing_mail

Send envelope from template

outgoing_mail

Send envelope using documents

schedule

Wait until envelope signed (completed)

Template

Find template(s)

Create your own DocuSign + Microsoft Excel integration

Select a trigger in DocuSign

Select an action in Microsoft Excel

Create your workflow

Or automate Microsoft Excel + DocuSign

Select a trigger in Microsoft Excel

Select an action in DocuSign

Create your workflow

Connect DocuSign to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Microsoft Excel to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

Whitney Hazard

Apr 17, 2024

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect DocuSign to Microsoft Excel with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in DocuSign or Microsoft Excel to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize DocuSign and Microsoft Excel to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting DocuSign to Microsoft Excel?
link
Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate DocuSign and Microsoft Excel—give it a try and let us know what you think.

See why people love Relay.app

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@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

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@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

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Co-Founder at Elementary

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Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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DocuSign + Microsoft Excel integrations

Example DocuSign + Microsoft Excel workflows

Automatically add row to sheet in Microsoft Excel for each envelope added in DocuSign

Send envelope from template automatically in DocuSign for each row added in Microsoft Excel

Export envelope as PDF automatically in DocuSign for each table row added in Microsoft Excel

Update row automatically in Microsoft Excel for each envelope added in DocuSign

Create or update row automatically in Microsoft Excel for each envelope added in DocuSign

Create your own DocuSign + Microsoft Excel integration

Or automate Microsoft Excel + DocuSign

Connect DocuSign to your other apps

Or connect Microsoft Excel to your other apps

Related blog posts

The best form automation software in 2024

FAQ

What is Relay.app?

How do I connect DocuSign to Microsoft Excel with Relay.app?

Is Relay.app a Zapier alternative for connecting DocuSign to Microsoft Excel?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?