Microsoft Excel + Plumsail Documents + Slack Integrations
How to connect Microsoft Excel + Plumsail Documents + Slack
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Do even more with Microsoft Excel + Plumsail Documents + Slack
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Microsoft Excel, Plumsail Documents, and Slack. And don’t forget that you can add more apps and actions to create complex workflows.
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Column IndexRequired
Apply To
Header Preservation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
Column Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFilenameRequired
File to convertRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File nameRequired
Password
FilesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DOCX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email fileRequired
Merge Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
JSON dataRequired
Lock form fields
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Locale
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Output type
Locale
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Raw HTML
HTML file
Margins
Size
Orientation
Decode HTML
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ImagesRequired
Image Per Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.JSON file
JSON data
Delimiter
Path to JSON array
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilesRequired
Apply header and footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Content of CSV documentRequired
Delimiter
Rows Count
Use first line as headers
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Filename Prefix
DPI
Pages
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Filename Prefix
DPI
Pages
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Overlay fileRequired
Overlay layer
Start page
End page
Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PPT fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Regular expression patternRequired
String to search for matchesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Regular expression patternRequired
String to search for matchesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Split typeRequired
Filename Prefix
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.XLSX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
User Name
Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Search QueryRequired
Optimized data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConversation ID
Reaction
Member ID
Message Author ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Zap Identifier
Access type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Delete Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Edit Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
Content Type
Reply Broadcast
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
File
Thread
Send Channel Message?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Topic set by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Status Emoji
Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove User from Channel
This action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch QueryRequired
Sort By
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
RangeRequired
Apply To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Row IDRequired
Apply To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
Column Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
New NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Row IDRequired
No Match Copy
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPDF fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CSV fileRequired
Use first line as headers
Delimiter
Rows Count
Mapppings
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DOC fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Archive fileRequired
Password
Include Folders
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Output type
Locale
Timezone
Template engineRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Output type
Locale
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTML fileRequired
Margins
Paper Size
Orientation
Header HTML file
Footer HTML file
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Image contentRequired
Watermark position
Opacity
Watermark image width
A new height for the image that will be using for watermark
Auto scale
X coordinate
Y coordinate
Start page
End page
Pages
Password
PDF owner password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.JSON file
JSON data
Mapppings
Path to JSON array
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilesRequired
Preserve Bookmarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Filename Prefix
DPI
Pages
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Result Type
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PPTX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Enable printingRequired
Enable modificationRequired
Enable extract dataRequired
Enable annotateRequired
PDF owner password
PDF user password
Current password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Regular expression patternRequired
String to search for matchesRequired
Replacement string
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Process NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Text contentRequired
Rotation
Font
Bold
Italic
Text Align
Font Size
Color
Watermark position
Opacity
X coordinate
Y coordinate
Start page
End page
Password
PDF owner password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.XLS fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Channel
Triggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Username
Highlight Word
Trigger for Bot Messages?
Only Public Channels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
Remind when?Required
Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Scheduled AsRequired
Scheduled Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
File
Thread
Send Channel Message?
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Message TextRequired
Send as a bot?
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Copy
Approval request messageRequired
Send message asRequired
Approval typeRequired
Zap Id
Include a link to this Zap?
Approve button URL
Approve button label
Add decline button
Add details button
Require confirmation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Title
Email
Display Name
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Private Channel
This action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message TS (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How Microsoft Excel + Plumsail Documents + Slack Integrations Work
- Step 1: Authenticate Microsoft Excel, Plumsail Documents, and Slack.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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