Best answer

EXCEL, OUTLOOK, WORD DOCUSGN FLOW HELP

  • 23 October 2022
  • 1 reply
  • 26 views

Hello, 

 

I’m new to the platform I want to be able to take data from one excel sheet to another sheet that and then create an email to notify relevant departments and create a  docusign firstly enetering the data into a word doc to be sent out to the customer.

 

If anyone is available for a call I’m happy to pay for your time to help me get setup 

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Best answer by Troy Tessalone 24 October 2022, 02:54

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Userlevel 7
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Hi @Christian123 

Good question.

You may want to consider hiring a Zapier Expert to help: https://zapier.com/experts