Microsoft Excel + Process Street

Microsoft Excel + Process Street integrations

Start workflows in Process Street for each new row added in Microsoft Excel

Streamline your document-based workflows with this seamless integration. As soon as you add a new row in your Microsoft Excel spreadsheet, a corresponding workflow gets initiated in Process Street. This automation not only helps you save time but also ensures you never miss initiating necessary tasks, enhancing your productivity and efficiency.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Run WorkflowRuns a workflow.
ActionWrite

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More things you can do with Microsoft Excel and Process Street

Discover other triggers and actions you can use with Microsoft Excel and Process Street

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
- Data Set
  Required
Trigger
Instant
Try It
- Data Set
  Required
Trigger
Instant
Try It
- Workflow
Trigger
Instant
Try It
- Workflow
- Task
Trigger
Instant
Try It
- Workflow
  Required
Action
Write
- Data Set
  Required
- Data Set Record
  Required
Action
Write
- Data Set
  Required
- Data Set Record
  Required
Action
Write
- Data Set
  Required
Action
Search
- Data Set
  Required
Action
Search or write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
- Workflow
Trigger
Instant
Try It
- Data Set
  Required
Trigger
Instant
Try It
- Workflow
- Author
Trigger
Instant
Try It
- Workflow
- Author
Trigger
Instant
Try It
- Workflow
- Task
Trigger
Instant
Try It
- Data Set
  Required
Action
Write
- Workflow
  Required
- Workflow Run ID
  Required
- Workflow Run Name
- Workflow Run Status
- Assign to
- Due Date
- Shared
Action
Write
- Workflow
  Required
- Workflow Run
  Required
- Task
  Required
- Task Status
- Due Date
Action
Write
- HelpCopy
- Workflow Run ID
- Workflow
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search
- HelpCopy
- Workflow Run ID
- Workflow
  Required
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search or write

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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OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About Process Street

Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven workflows with built-in enforcement and proof.

Learn moreLearn moreHelpHelp

Related categories

Productivity

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Related Zap Templates

Add new checked tasks from Process Street to Microsoft Excel as rows

Trigger Process Street workflows from new rows in your Microsoft Excel table