SpreadsheetWeb Hub is a web-based platform that allows users to transform their Excel spreadsheets into web-based applications without coding. SpreadsheetWeb Hub, users can: automate workflows by adding custom logic to their applications, connect data from various sources, including databases and web services, embed their applications into websites or other applications, monitor usage and activity through analytics and reporting tools and improve and optimize their applications based on user feedback and usage data.
In today’s article, apart from all these listed features, we will focus on a new update of the SpreadsheetWeb Hub that combines two features: Automating uploading files and collecting e-signature processes via Zapier.
SpreadsheetWeb Hub already offers its user to generate dynamic documents. With SpreadsheetWeb Hub, users can create customized documents, such as contracts, invoices, and reports, from the data in their applications. They can define document templates using Microsoft Word, and then use data from their applications to populate these templates dynamically. SpreadsheetWeb Hub can also generate these documents in different formats, such as PDF or Microsoft Word, and users can automate the document generation process based on triggers, such as when a user submits a form or completes a workflow step. This can help to streamline document generation process, reduce errors, and ensure consistency across your documents.
SpreadsheetWeb also offers its users the ability to integrate their SpreadsheetWeb Hub applications with other popular tools such as Zapier and Make.com that enables users to connect to even more systems and automate workflows.
A while ago, we announced our Zapier integration which allows our users to connect their SpreadsheetWeb Hub applications with over 3,000 other applications supported by Zapier. We are constantly working to improve our user experience and meet their business needs; that's why we introduced our new 'Get File' action.
As mentioned earlier in this article, SpreadsheetWeb Hub users can already create dynamic documents using their SpreadsheetWeb Hub applications and automatically send these documents to the users as email attachments and integrate their applications with other systems. With the new Zapier update, SpreadsheetWeb Hub users can automatically upload documents to document sharing services like Google Drive and One Drive and collect e-signatures by connecting their SpreadsheetWeb Hub services like Sign Now.
Over the following two sections, we will talk about two possible scenarios to use SpreadsheetWeb's Zapier integration to help our users streamline their business processes, reduce manual work, and ensure that data is consistent across all their systems.
Connecting SpreadsheetWeb Hub Applications to OneDrive and Google Drive
The first scenario we will highlight is uploading files to a file-sharing service like OneDrive and Google Drive with the SpreadsheetWeb Hub integration.
Microsoft Word Templates and PDF documents are commonly used to create legal documents, agreements, invoices, and forms to send to third parties. These documents can be highly dynamic. The text and content of the entire document can change depending on the user data. To send these documents, businesses use cloud-based file storage and sharing services like One Drive and Google Drive that provides a convenient and efficient way for businesses to store, share, and collaborate on files in the cloud, with a range of features and benefits to meet different business needs. They make it easy for teams to collaborate on documents and files in real-time, without having to email files back and forth.
With SpreadsheetWeb Hub, these document templates can be turned into dynamic documents without any programming. Using Zapier, they can then be uploaded to recipients' OneDrive or Google Drive account.
The process can be completed in just a few minutes by creating a Zap in Zapier triggered by creating a new record in SpreadsheetWeb Hub. Then, the PDF file generated from the record will be transferred to OneDrive or Google Drive according to the application used while creating the Zap.
Connect SpreadsheetWeb Hub Application to SignNow to Collect E-Signatures
The second scenario we will highlight is to collect e-signatures on SignNow using Zapier. Many businesses use different cloud-based electronic signature software and SignNow is among the most popular. However, depending on various factors, collecting e-signature process can be time-consuming and open to errors. That's why businesses prefer to automate the whole process.
With SpreadsheetWeb's Zapier integration, you can send recipients an email with an invitation to sign with created dynamic documents. Automating this process can save time and reduce human error by reducing manual work.
To learn more about this integration option, you can check our SignNow help page.
The combination of SpreadsheetWeb Hub and Zapier allows you to connect your SpreadsheetWeb Hub applications with over 3,000 other applications supported by Zapier in just a few clicks. With this integration, you can automate workflows between your SpreadsheetWeb Hub applications and other systems, such as CRMs, email marketing tools, and project management platforms. Integrating SpreadsheetWeb Hub with Zapier can help you streamline your workflows, reduce manual work, and increase productivity.