clieent.com + Microsoft Excel

Create new stakeholders in clieent.com from new rows in Microsoft Excel table

Keep track of your Microsoft Excel updates efficiently and ensure your stakeholders are always informed. With this workflow, every time a new row is added to your Excel table, a stakeholder will be created in your clieent.com platform. It's a time-saving solution that enhances your record-keeping process and streamlines stakeholder management.

When this happens...
New Row in Table
Triggers when a new row is added to a table in a spreadsheet.
TriggerPolling
automatically do this!
Create Stakeholder
That Action create a Stakeholder in your clieent.com account.
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
Fetch All Stakeholder
That triggers works whenever you have new Stakeholder registered on your clieent.com account.
Trigger
Polling
Try It

- Flow step targetRequired
- Opportunity Name (Lead name)Required
- Opportunity e-mail
- Opportunity Whatsapp number
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
Fetch All Reminders
That triggers works whenever you have new Reminder registered on your clieent.com account.
Trigger
Polling
Try It
- TypeRequired
- NameRequired
- Mobile Phone
- E-mail
- Flow Step to create the oppotunity cardRequired
- LinkedIn Profile URL
Action
Write

About clieent.com

clieent.com is a powerful crm that helps you grow your business

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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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