Cling + Microsoft Excel Integrations

How to connect Cling + Microsoft Excel

Zapier lets you send info between Cling and Microsoft Excel automatically—no code required.

When this happens...

Document Accepted

Triggers when a document changes status to accepted.

automatically do this!

Add Row

Adds a new row to the end of a worksheet.

Supported triggers and actions

What does this mean?

Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
New Document
Triggers when a new document is created.
Trigger
Instant

Create Client
Creates a new client
Action
Write
Create Document
Create a new document
Action
Write

Send Document
Send a document
Action
Write

Microsoft Excel
Triggers when a new row is added to a worksheet in a spreadsheet.
Scheduled
Trigger
Microsoft Excel
Triggers when a new row is added to a table in a spreadsheet.
Scheduled
Trigger
Microsoft Excel
Triggers when a new worksheet is added to a spreadsheet.
Scheduled
Trigger
Microsoft Excel
Triggers when a row is added or updated in a worksheet.
Scheduled
Trigger
Microsoft Excel
Adds a new row to the end of a worksheet.
Scheduled
Action
Microsoft Excel
Adds a new row to the end of a specific table.
Scheduled
Action
Microsoft Excel
Creates a new spreadsheet
Scheduled
Action
Microsoft Excel
Updates a row in a specific worksheet.
Scheduled
Action
Microsoft Excel
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
Microsoft Excel
Finds or creates a specific find row.
Scheduled
Action

How Cling + Microsoft Excel Integrations Work

Step 1: Authenticate Cling + Microsoft Excel.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Cling + Microsoft Excel

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

Proposal & Invoice 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.