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Agillic + Microsoft Excel Integrations

How to connect Agillic + Microsoft Excel

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Supported triggers and actions

What does this mean?
  • Agillic triggers, actions, and search
    Achieve Event
    Achieves an Agillic Event for a specific Recipient. The event achieved can have various side-effects, configured in your Agillic Instance.
    Action
    Write
  • Agillic triggers, actions, and search
    Update or Create Recipient
    Updates a Recipient in your Agillic Instance for the data fields present. If the Recipient does not exist with the unique identifier provided, one will be created.
    Action
    Write
  • Agillic triggers, actions, and search
    Find and Get Recipient
    Query Agillic to see if the recipient exists, and return the available Person Data for that recipient if they do.
    Action
    Search
  • Microsoft Excel triggers, actions, and search
    New Row
    Triggers when a new row is added to a worksheet in a spreadsheet.
    Trigger
    Scheduled
  • Microsoft Excel triggers, actions, and search
    New Row in Table
    Triggers when a new row is added to a table in a spreadsheet.
    Trigger
    Scheduled
  • Microsoft Excel triggers, actions, and search
    New Worksheet
    Triggers when a new worksheet is added to a spreadsheet.
    Trigger
    Scheduled
  • Microsoft Excel triggers, actions, and search
    Updated Row
    Triggers when a row is added or updated in a worksheet.
    Trigger
    Scheduled
  • Microsoft Excel triggers, actions, and search
    Add Row
    Adds a new row to the end of a worksheet.
    Action
    Write
  • Microsoft Excel

    Adds a new row to the end of a specific table.

    Scheduled

    Action

  • Microsoft Excel

    Creates a new spreadsheet

    Scheduled

    Action

  • Microsoft Excel

    Updates a row in a specific worksheet.

    Scheduled

    Action

  • Microsoft Excel

    Finds a row by a column and value. Returns the entire row if one is found.

    Scheduled

    Action

  • Microsoft Excel

    Finds or creates a specific find row.

    Scheduled

    Action

How Agillic + Microsoft Excel Integrations Work

  1. Step 1: Authenticate Agillic and Microsoft Excel.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Microsoft Excel Tutorials

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About Agillic

Agillic is a native customer marketing platform enabling brands to connect with audiences across channels through data-driven communication at scale. With Agillic you can take advantage of personalisation, automation, AI and omnichannel marketing capabilities from a single interface to create and retain valuable relationships throughout the customer lifecycle.

Related categories

  • Marketing Automation
excel logo
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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Related categories

Similar apps

OneDrive integrations

OneDrive

File Management & Storage, Microsoft
Smartsheet integrations

Smartsheet

Spreadsheets
Quip integrations

Quip

Documents

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