Microsoft Excel + Rocket Referrals Integrations
How to connect Microsoft Excel + Rocket Referrals
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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
- Rocket Referrals
Triggers when a communication is sent, opened or clicked.
Instant
Trigger
- Rocket Referrals
Triggers when a review is given or linked to a contact in Rocket Referrals.
Instant
Trigger
- Rocket Referrals
Triggers when a survey response is given. Note: some survey score triggers are delayed 5 minutes to give the contact time to add a comment.
Instant
Trigger
- Rocket Referrals
Triggers when a new testimonial is given or one is published.
Instant
Trigger
- Rocket Referrals
Creates or updates a contact.
Scheduled
Action
How Microsoft Excel + Rocket Referrals Integrations Work
- Step 1: Authenticate Microsoft Excel and Rocket Referrals.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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