Microsoft Excel + Kustomer Integrations
How to connect Microsoft Excel + Kustomer
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New RowTriggers when a new row is added to a worksheet in a spreadsheet.Trigger- New Row in TableTriggers when a new row is added to a table in a spreadsheet.Trigger
- New WorksheetTriggers when a new worksheet is added to a spreadsheet.Trigger
- Updated RowTriggers when a row is added or updated in a worksheet.Trigger
- Add RowAdds a new row to the end of a worksheet.Action
- Add Row to TableAdds a new row to the end of a specific table.Action
- Create SpreadsheetCreates a new spreadsheetAction
- Update RowUpdates a row in a specific worksheet.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
- Kustomer
Triggers when a new conversation is created.
Instant
Trigger
- Kustomer
Triggers when a conversation is updated.
Instant
Trigger
- Kustomer
Triggers when a new customer is created.
Instant
Trigger
- Kustomer
Triggers when a customer is updated.
Instant
Trigger
- Kustomer
Triggers when a new message is created.
Instant
Trigger
- Kustomer
Triggers when a message is updated.
Instant
Trigger
- Kustomer
Creates a Conversation
Scheduled
Action
- Kustomer
Create a new customer in Kustomer
Scheduled
Action
- Kustomer
Creates a Note
Scheduled
Action
- Kustomer
Creates a User
Scheduled
Action
- Kustomer
Update a Conversation
Scheduled
Action
- Kustomer
Update an existing customer in Kustomer
Scheduled
Action
- Kustomer
Finds a Conversation
Scheduled
Action
- Kustomer
Finds a Customer
Scheduled
Action
- Kustomer
Finds a User
Scheduled
Action
- Kustomer
Finds a conversation
Scheduled
Action
- Kustomer
Finds a Customer
Scheduled
Action
- Kustomer
Finds a User
Scheduled
Action
How Microsoft Excel + Kustomer Integrations Work
- Step 1: Authenticate Microsoft Excel and Kustomer.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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