Send documents from rows
When a new row is added in Microsoft Excel, send a document for signature through MyDocSafe.
See all MyDocSafe + 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.
MyDocSafe Explore MyDocSafe →
TriggersFires when a document is sent for signature in MyDocSafe.
Fires when all parties have signed a document in MyDocSafe.
Fires when a signer declines to sign in MyDocSafe.
Fires when a pending envelope in MyDocSafe is voided.
Sends a document out for signature via MyDocSafe.
Voids a pending envelope in MyDocSafe.
Checks a document's signing status in MyDocSafe.
Creates a reusable signing template in MyDocSafe.
Microsoft Excel Explore Microsoft Excel →
TriggersFires when a row is added to a sheet in Microsoft Excel.
Fires when a row or column changes in Microsoft Excel.
Fires when a new spreadsheet or worksheet is created in Microsoft Excel.
Adds a new row to a sheet in Microsoft Excel.
Updates the values in an existing row in Microsoft Excel.
Finds a row by a column value in Microsoft Excel.
More MyDocSafe + Microsoft Excel workflows
Log signed agreements
When a document is completed in MyDocSafe, add a row to Microsoft Excel.
See details
Track signature status
When a signer views or declines in MyDocSafe, update the row in Microsoft Excel.
See details
See all MyDocSafe + Microsoft Excel integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send documents from rows” between MyDocSafe and Microsoft Excel?
Yes — describe it in the box above and Knit's Integrations Agent researches MyDocSafe 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 signed documents be logged?
Yes. When a document is sent or completed in MyDocSafe, a row can be added or updated in Microsoft Excel.
Can a row send a document?
When a row is added in Microsoft Excel, MyDocSafe can send a document for signature to the person in it.