Cascade Strategy Classic + Microsoft Excel

Cascade Strategy Classic + Microsoft Excel integrations

Create Cascade Strategy Classic histories from new Microsoft Excel rows

Create a seamless process between Microsoft Excel and Cascade Strategy Classic with this streamlined workflow. When a new row is added in Excel, a corresponding Goal History will be instantly created in Cascade Strategy Classic. This efficient automation will save you time and keep your strategy records up-to-date, making it simpler to track your organizational goals.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create Goal HistoryCreate a new historical goal progress point.
ActionWrite

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More things you can do with Microsoft Excel and Cascade Strategy Classic

Discover other triggers and actions you can use with Microsoft Excel and Cascade Strategy Classic

- 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
New Update Added to Goal
Triggers when a new update is created.
Trigger
Instant
Try It
New Issue
Triggers when a new issue is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Update Template
  Required
- Custom Fields
- Goal
  Required
- Update Details
Action
Write
- Risk Template
  Required
- Custom Fields
- Goal
  Required
- Risk Owner
- Risk Title
  Required
- Risk Details
- Critical Risk
- Due Date
Action
Write
- Goal
  Required
- Goal Template
- Custom Fields
- State
- Action
- Details
- Initial
- Current Progress
- Weight
- Private Goal
- Start Date
- End Date
- Target
- Target Flow
- Tracking Curve
- Completion Criteria
- Goal Unit Name
- Parent Focus Areas
- Parent Goals
- Tracking Type
- Owner
- Co-Owners
Action
Write
- Task Template
- Custom Fields
- Goal
  Required
- Task
  Required
- Task Title
- Task Owner
- Task Due Date
- Task Start Date
- Task Weight
- Task Details
- Task Completion
Action
Write

- 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
New Goal
Triggers when a new goal is created.
Trigger
Instant
Try It
Goal Changed
Triggers when an existing goal is updated.
Trigger
Instant
Try It
Milestone Changed
Triggers when a milestone is updated.
Trigger
Instant
Try It
- Goal
  Required
- Value
  Required
- Date
  Required
- Type of History
  Required
Action
Write
- Goal Template
  Required
- Custom Fields
- Action
  Required
- Details
  Required
- Initial
  Required
- Current Progress
  Required
- Weight
  Required
- Private Goal
  Required
- Start Date
  Required
- End Date
  Required
- Target
- Target Flow
- Tracking Curve
- Completion Criteria
- Goal Unit Name
- Parent Focus Areas
- Parent Goals
- Tracking Type
- Owner
  Required
- Co-Owners
Action
Write
- Task Template
  Required
- Custom Fields
- Task Owner
- Goal
  Required
- Task Due Date
- Task Start Date
- Task Weight
- Task Title
  Required
- Task Details
- Task Completion
Action
Write
- Risk Template
- Custom Fields
- Goal
  Required
- Risk
  Required
- Risk Title
- Risk Owner
- Risk Details
- Critical Risk
- Due Date
Action
Write
- Search Goal Title
  Required
Action
Search

About Cascade Strategy Classic

Cascade is a strategy execution platform which helps organizations create, communicate and execute their strategic plans. For Cascade Strategy Classic users.

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Related categories

Project Management

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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Related categories

Microsoft

Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

Related Zap Templates

Update Cascade goal progress with newly-adjusted values from Excel rows

Related Zap Templates

Update Cascade goal progress with newly-adjusted values from Excel rows