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Start with a template that brings clieent.com and Microsoft Excel together. Build enterprise-grade automation in minutes.
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How Zapier works
Zapier makes it easy to integrate clieent.com with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Fetch All Reminders" from clieent.com.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects clieent.com and Microsoft Excel, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Fetch All Reminders
That triggers works whenever you have new Reminder registered on your clieent.com account.
Try ItTriggerPolling - TypeRequired
- NameRequired
- Mobile Phone
- E-mail
- Flow Step to create the oppotunity cardRequired
- LinkedIn Profile URL
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
Try ItTriggerPolling
- Fetch All Stakeholder
That triggers works whenever you have new Stakeholder registered on your clieent.com account.
Try ItTriggerPolling - Flow step targetRequired
- Opportunity Name (Lead name)Required
- Opportunity e-mail
- Opportunity Whatsapp number
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Try ItTriggerPolling
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