Cling + Microsoft Excel Integrations
How to connect Cling + Microsoft Excel
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Document AcceptedTriggers when a document changes status to accepted.Trigger- Document DeniedTriggers when a document changes status to denied.Trigger
- Document SentTriggers when a document changes status to sent.Trigger
- Document ViewedTriggers when a client views the document for the first time.Trigger
- New DocumentTriggers when a new document is created.Trigger
- Create ClientCreates a new clientAction
- Create DocumentCreate a new documentAction
- Send DocumentSend a documentAction
- 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 and 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.
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About Microsoft Excel
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