Microsoft Excel + Sivo

Create new Sivo loans from updated rows in Microsoft Excel

With this workflow, any time an updated row appears in Microsoft Excel, a new loan gets initiated in Sivo. This is a straightforward and efficient way to manage your loan tasks. Let Excel and Sivo take care of the routine work for you, enabling you to focus on the financial decisions that really matter.

When this happens...
Updated Row
Triggers when a row is added or updated in a worksheet.
TriggerScheduled
automatically do this!
Create a Loan
Creates or updates a loan.
ActionWrite

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Supported triggers and actions

What does this mean?

- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search

- EnvironmentRequired
- Email
- Beneficiary Address
- Beneficiary Country
- Account Number
- Routing Code Type 1
- Routing Code Value 1
- Routing Code Type 2
- Routing Code Value 2
- Bic Swift
- Iban
- Default Beneficiary
- Bank Address
- Bank Name
- Bank Account Type
- Beneficiary Company Name
- Beneficiary First Name
- Beneficiary Last Name
- Beneficiary City
- Beneficiary Postcode
- Beneficiary State Or Province
- Beneficiary Date Of Birth
- Beneficiary Identification Type
- Beneficiary Identification Value
- Payment Types
- Beneficiary External Reference
- Business Nature
- Company Website
- NameRequired
- Bank Account Holder NameRequired
- Bank CountryRequired
- Beneficiary Entity TypeRequired
- CurrencyRequired
Action
Write
- EnvironmentRequired
- IdRequired
- Is VeteranRequired
- First NameRequired
- Last NameRequired
- StreetRequired
- Unit
- CityRequired
- State / ProvinceRequired
- Zip CodeRequired
- CountryRequired
- Date Of BirthRequired
- Country Code
- Phone
- EmailRequired
- Credit Ranking
Action
Write

- debt line idRequired
- Ledger TypeRequired
Action
Write
- EnvironmentRequired
- Payment Date
- Payment Type
- Beneficiary IdRequired
- ReasonRequired
- ReferenceRequired
- Conversion Id
- Unique Request Id
- Ultimate Beneficiary Name
- Purpose Code
- Charge Type
- Fee Amount
- Fee Currency
- AmountRequired
- CurrencyRequired
Action
Write
- EnvironmentRequired
- IdRequired
- Loan IdRequired
- DateRequired
- AmountRequired
- BalanceRequired
- TypeRequired
- Loan StatusRequired
- Description
Action
Write

- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
- EnvironmentRequired
- IdRequired
- Entity Document Id
- CompanyRequired
- Date Of IncorporationRequired
- StreetRequired
- Unit
- CityRequired
- State / ProvinceRequired
- Zip CodeRequired
- CountryRequired
- Country Code
- Phone
- EmailRequired
- Credit Ranking
- WebsiteRequired
- Industry
Action
Write
- EnvironmentRequired
- Debt Line IdRequired
- AmountRequired
- DescriptionRequired
Action
Write
- EnvironmentRequired
- Debt Line IdRequired
- AmountRequired
- TypeRequired
Action
Write
- EnvironmentRequired
- Receivable TypeRequired
Action
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

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About Sivo

Sivo provides debt-as-a-service. Our API allows companies to access debt funding and lend money to their users at scale.

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Related categories

Accounting

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Microsoft Excel + Sivo

Create new Sivo loans from updated rows in Microsoft Excel

New Row

Storage Source

SpreadsheetRequired

WorksheetRequired

New Worksheet

Storage Source

Folder

SpreadsheetRequired

Add Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Create Spreadsheet

Storage Source

Folder

TitleRequired

Column Headers

Zap Step Id

Find Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired

Create Beneficiary

EnvironmentRequired

Email

Beneficiary Address

Beneficiary Country

Account Number

Routing Code Type 1

Routing Code Value 1

Routing Code Type 2

Routing Code Value 2

Bic Swift

Iban

Default Beneficiary

Bank Address

Bank Name

Bank Account Type

Beneficiary Company Name

Beneficiary First Name

Beneficiary Last Name

Beneficiary City

Beneficiary Postcode

Beneficiary State Or Province

Beneficiary Date Of Birth

Beneficiary Identification Type

Beneficiary Identification Value

Payment Types

Beneficiary External Reference

Business Nature

Company Website

NameRequired

Bank Account Holder NameRequired

Bank CountryRequired

Beneficiary Entity TypeRequired

CurrencyRequired

Create Consumer Borrower

EnvironmentRequired

IdRequired

Is VeteranRequired

First NameRequired

Last NameRequired

StreetRequired

Unit

CityRequired

State / ProvinceRequired

Zip CodeRequired

CountryRequired

Date Of BirthRequired