How to connect Microsoft Excel + Teamwork Desk
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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
- Teamwork Desk
Triggers when an agent sends a new reply.
Instant
Trigger
- Teamwork Desk
Triggers when a new customer is created.
Instant
Trigger
- Teamwork Desk
Triggers when a customer sends a new reply.
Instant
Trigger
- Teamwork Desk
Triggers when a thread has been edited.
Instant
Trigger
- Teamwork Desk
Triggers when a ticket is assigned.
Instant
Trigger
- Teamwork Desk
Triggers when a new ticket is created.
Instant
Trigger
- Teamwork Desk
Triggers when a ticket note is created.
Instant
Trigger
- Teamwork Desk
Triggers when a ticket is unassigned.
Instant
Trigger
- Teamwork Desk
Add a reply to a ticket.
Scheduled
Action
- Teamwork Desk
Assigns ticket to the specified user.
Scheduled
Action
- Teamwork Desk
Creates a new customer.
Scheduled
Action
- Teamwork Desk
Creates a new ticket.
Scheduled
Action
- Teamwork Desk
Links a Teamwork Projects task to a ticket.
Scheduled
Action
- Teamwork Desk
Unassigns a ticket.
Scheduled
Action
- Teamwork Desk
Updates an existing customer.
Scheduled
Action
- Teamwork Desk
Updates an existing ticket.
Scheduled
Action
- Teamwork Desk
Find an existing customer by name or email address.
Scheduled
Action
- Teamwork Desk
Finds an existing ticket by ticket ID or keyword search.
Scheduled
Action
- Teamwork Desk
Find or Create Customer
Scheduled
Action
- Teamwork Desk
Find or Create Ticket
Scheduled
Action
How Microsoft Excel + Teamwork Desk Integrations Work
- Step 1: Authenticate Microsoft Excel and Teamwork Desk.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.
Microsoft Excel Tutorials
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