DocuMerge Microsoft Excel

Create documents from rows

When a new row is added in Microsoft Excel, create a document in DocuMerge.

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See all DocuMerge + Microsoft Excel integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

DocuMerge Explore DocuMerge →

Triggers
New note created

Fires when a new note or document is created in DocuMerge.

Note updated

Fires when an existing note or document changes in DocuMerge.

Document viewed or shared

Fires when a document in DocuMerge is viewed or shared with someone.

Actions
Create a document from a template

Generates a new document in DocuMerge from a saved template.

Create or append to a note

Creates a note in DocuMerge or adds text to an existing one.

Convert a document to PDF

Converts a file in DocuMerge to PDF.

Publish or share a document

Publishes a document from DocuMerge or shares it by link.

Microsoft Excel Explore Microsoft Excel →

Triggers
New row

Fires when a row is added to a sheet in Microsoft Excel.

Row updated

Fires when a row or column changes in Microsoft Excel.

New sheet

Fires when a new spreadsheet or worksheet is created in Microsoft Excel.

Actions
Create row

Adds a new row to a sheet in Microsoft Excel.

Update row

Updates the values in an existing row in Microsoft Excel.

Look up a row

Finds a row by a column value in Microsoft Excel.

Index new notes When a note is created in DocuMerge, add a row to Microsoft Excel. See details
Update rows when docs change When a document is updated in DocuMerge, update its row in Microsoft Excel. See details

See all DocuMerge + Microsoft Excel integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create documents from rows” between DocuMerge and Microsoft Excel?

Yes — describe it in the box above and Knit's Integrations Agent researches DocuMerge and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can a row create a document?

Yes. When a row is added in Microsoft Excel, DocuMerge can create a document or note using its values.

Can documents be tracked in a sheet?

New or updated documents in DocuMerge can be added as rows in Microsoft Excel.

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