Atera + Microsoft Excel

Create new Atera tickets from newly added Microsoft Excel rows

When a new row is added in Microsoft Excel, streamline your workflow by instantly creating a ticket in Atera. This seamless integration saves you time on administrative tasks, allows for more efficient tracking, and ensures no support request goes unnoticed.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create Ticket
Creates a new ticket. Requires the enduser contact ID or email address.
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
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- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Column IndexRequired
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- RangeRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write
New Alert Created
Triggers when a new alert is created.
Trigger
Instant
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Autopilot Conversation Created
Triggers when a new Autopilot conversation is created.
Trigger
Instant
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Autopilot Conversation Status Updated
Triggers when a new Autopilot conversation status is updated.
Trigger
Instant
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Autopilot Conversation Title Created
Triggers when a new Autopilot conversation title is updated.
Trigger
Instant
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New Site Created
Triggers when a new site is created.
Trigger
Instant
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Customer Responded to a Ticket
Triggers when a customer responded to a ticket.
Trigger
Instant
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Ticket Status Changed
Triggers when ticket status changed in Atera.
Trigger
Instant
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End User Comment Added
Triggers when an end user comment is added to an AI conversation.
Trigger
Instant
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- Conversation IDRequired
- Conversation StatusRequired
Action
Write
- TitleRequired
- Device GUIDRequired
- Customer IDRequired
- Code
- Severity
- Threshold Value 1
- Snoozed End Date
- Additional Information
- Alert Category
- Ticket ID
- Message Template
- Folder ID
Action
Write
- NameRequired
- Description
Action
Write
- Conversation ID
- Contact IDRequired
- CommentRequired
Action
Write
- Alert IDRequired
Action
Write
- Ticket IdRequired
- Ticket Title
- Ticket Description
- Ticket Priority
- Ticket Impact
- Ticket Status
- Ticket Type
- Technician ContactID
Action
Write
- NameRequired
- Description
Action
Write
- EmailRequired
Action
Search
- Search textRequired
Action
Search
- Ticket IdRequired
Action
Search

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- RangeRequired
- Apply To
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Row IDRequired
- Apply To
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- New NameRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Row IDRequired
- No Match Copy
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
AI Technician Comment Added
Triggers when an AI technician comment is added to an AI conversation.
Trigger
Instant
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Alert Resolved
Triggers when alert resolved in Atera.
Trigger
Instant
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Autopilot Conversation Escalated
Triggers when a new Autopilot conversation is escalated.
Trigger
Instant
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Autopilot Conversation Summary Created
Triggers when a new conversation summary is created in Autopilot.
Trigger
Instant
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New Customer Created
Triggers when a new customer is created.
Trigger
Instant
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Ticket Assignment Changed
Triggers when a ticket assigned to a technician.
Trigger
Instant
Try It
New Ticket Created
Triggers when a new ticket is created.
Trigger
Instant
Try It
Technician Responded to a Ticket
Triggers when a technician responded to a ticket.
Trigger
Instant
Try It
- Customer/Site NameRequired
- Created On
- Business Number
- Domain
- Address
- City
- State
- Country
- Phone
- Fax
- Notes
- Links
- Longitude
- Latitude
- Zip Code
Action
Write
- Conversation IDRequired
- Technician IDRequired
Action
Write
- EmailRequired
- Customer ID
- Customer Name
- First Name
- Last Name
- Job Title
- Phone
- Mobile Phone
- Is Contact Person
- In Ignore Mode
- Department ID
- Created On
Action
Write
- Conversation IDRequired
- Ticket IDRequired
Action
Write
- Conversation IDRequired
- Technician IDRequired
- CommentRequired
Action
Write
- Ticket TitleRequired
- Ticket DescriptionRequired
- Ticket Priority
- Ticket Impact
- Ticket Status
- Ticket Type
- EndUser ID
- EndUser First Name
- EndUser Last Name
- EndUser Email
- Technician ContactID
Action
Write
- ContactIDRequired
- First Name
- Last Name
- Job Title
- Phone
- Mobile Phone
- Is Contact Person
- In Ignore Mode
- Archived
- Customer ID
- Customer Name
Action
Write
- Alert IdRequired
Action
Search
- Conversation IdRequired
Action
Search
- EmailRequired
Action
Search

About Atera

Atera is an all-in-one IT management platform powered by Action AI to manage, patch, and secure every endpoint.

Related categories

IT Operations

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.

Learn more

Atera + Microsoft Excel

Create new Atera tickets from newly added Microsoft Excel rows

New Row

New Worksheet

Add Row

Add Row to Table

Clear Column by Index

Create Workbook

Delete Worksheet

Update Row

Find Row

Get Cells in Range

Get Worksheet by ID

Find or Create Worksheet

New Alert Created

Autopilot Conversation Created

Autopilot Conversation Status Updated

Autopilot Conversation Title Created

New Site Created

Customer Responded to a Ticket

Ticket Status Changed

End User Comment Added

Change Conversation Status

Create Alert

Create Department

New Contact Comment Created

Resolve Alert

Update Ticket

Update Departmen

Find Contact

Find Department

Find Ticket

New Row in Table

Updated Row

Add Row(s)

Clear Cells by Range

Clear Row by ID

Create Worksheet

Rename Worksheet

API Request (Beta)

Find Worksheet(s)

Get Row by ID

Find or Create Row

AI Technician Comment Added

Alert Resolved

Autopilot Conversation Escalated

Autopilot Conversation Summary Created

New Customer Created

Ticket Assignment Changed

New Ticket Created

Technician Responded to a Ticket

Add Customer/Site

Change Technician Assignment

Create Contact

External Ticket Created

New Technician Comment Created

Create Ticket

Update Contact

Find Alert

Find Conversation

Find Technician

About Atera

Related categories

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

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