Assign new account number docusign template each time the zap triggers

  • 4 May 2021
  • 1 reply

Userlevel 2

Does anyone know how I can use a lookup feature from excel or google sheets to take the next available value in column A row 1?

To be specific have a set list of preassigned account numbers that are listed in column A and just have the zap select the next row down each time it triggers to reference to my docusign template field? 

I want to eliminate the manual entry if possible.


If Excel or Google sheet is not a viable solution for this, can anyone recommend anything?

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1 reply

Userlevel 7
Badge +12

Hi @Luke B 

What you are describing sounds similar to a Round Robin. There are multiple ways to implement these either by only using Google Sheets formulas or using Zapier storage as in the example below.