Microsoft Excel + Intaker

Add new Intaker chats to a Microsoft Excel spreadsheet as rows

With this workflow, once a new chat occurs in the Intaker app, a new row will be seamlessly added to your designated Microsoft Excel spreadsheet. This allows a simple and efficient way to track and record all your chats in Intaker on a single Excel document. Thus, improving data organization and providing a comprehensive overview of all customer interactions.

With this workflow, once a new chat occurs in the Intaker app, a new row will be seamlessly added to your designated Microsoft Excel spreadsheet. This allows a simple and efficient way to track and record all your chats in Intaker on a single Excel document. Thus, improving data organization and providing a comprehensive overview of all customer interactions.

  1. When this happens...
    IntakerIntaker
    New Chat

    Triggers when a new chat is received by Intaker.

    TriggerPolling
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

    • orgIdRequired

    • agentIdRequired

    Trigger
    Instant
    Try It
    • Organization NameRequired

    • Bot Name

    Trigger
    Polling
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
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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

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About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

Related categories

  • Dashboards