BoldDesk + Microsoft Excel

BoldDesk + Microsoft Excel integrations

Create tickets in BoldDesk for new rows in Microsoft Excel

Boost your customer support efficiency with this workflow. When a new row is added in your Microsoft Excel spreadsheet, a corresponding ticket will be instantly created in your BoldDesk app. This automation allows you to swiftly address customer issues without manual data entry, ensuring a streamlined and responsive support system.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create TicketTriggers when a new support ticket is created.
ActionWrite

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More things you can do with Microsoft Excel and BoldDesk

Discover other triggers and actions you can use with Microsoft Excel and BoldDesk

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
Create Contact Group
Triggers when a new contact group is created.
Trigger
Instant
Try It
Update Contact
Triggers when existing contact is updated.
Trigger
Instant
Try It
- Brand
Trigger
Instant
Try It
- Brand
- Ticket Form Template
Trigger
Instant
Try It
Create Contact Group
Create a new contact group
Action
Write
Update Contact
Update an existing contact
Action
Write
- Ticket ID
  Required
- Description
  Required
Action
Write
- Brand
  Required
- Ticket Form Template
Action
Write
- ContactGroup Name
  Required
Action
Search
- Contact Email
  Required
Action
Search
- Ticket ID
  Required
Action
Search

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
Create Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Update Contact Group
Triggers when existing contact group is updated.
Trigger
Instant
Try It
- Brand
Trigger
Instant
Try It
- Brand
- Ticket Form Template
Trigger
Instant
Try It
Create Contact
Create a new contact.
Action
Write
Update Contact Group
Update an existing contact group
Action
Write
- Ticket ID
  Required
- Description
  Required
Action
Write
- Brand
  Required
- TicketFormId
Action
Write
- ContactGroup External Reference Id
  Required
Action
Search
- Contact External Reference Id
  Required
Action
Search
- Ticket External Reference Id
  Required
Action
Search

About BoldDesk

BoldDesk is a help desk software for managing your support email, automating repetitive tasks, and improving your customer’s experience.

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Related categories

Customer Support

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.

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Microsoft

Spreadsheets

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