BoldDesk + Microsoft Excel

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 Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create Ticket
Triggers when a new support ticket is created.
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- 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
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 IDRequired
- DescriptionRequired
Action
Write
- BrandRequired
- Ticket Form Template
Action
Write
- ContactGroup NameRequired
Action
Search
- Contact EmailRequired
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
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 IDRequired
- DescriptionRequired
Action
Write
- BrandRequired
- TicketFormId
Action
Write
- ContactGroup External Reference IdRequired
Action
Search
- Contact External Reference IdRequired
Action
Search
- Ticket External Reference IdRequired
Action
Search

About BoldDesk

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

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.

Learn more

BoldDesk + Microsoft Excel

Create tickets in BoldDesk for new rows in Microsoft Excel

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

Create Contact Group

Update Contact

Create Ticket Reply

Update Ticket

Create Contact Group

Update Contact

Create Ticket Reply

Update Ticket

Find Contact Group

Find Contact

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

Create Contact

Update Contact Group

Create Ticket Note

Create Ticket

Create Contact

Update Contact Group

Create Ticket Note

Create Ticket

Find Contact Group by External Reference Id

Find Contact by External Reference Id

Find Ticket by External Reference Id

About BoldDesk

Related categories

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

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