Create integrations between Halo Service Solutions and Microsoft Excel to automate any workflow
WHEN THIS HAPPENS
New TicketAUTOMATICALLY DO THIS
Add Row to TableEndless possibilities
Create your first workflow
Quickly automate workflows with Halo Service Solutions and Microsoft Excel using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
DescriptionRequired
Customer
Site
End User
Ticket Type
Status
Service Level Agreement
Priority
Team
Agent
Try ItNameRequired
Top Level
Important Customer
Site Name
Phone Number
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Postcode
Contact Name
Contact Email Address
Email AddressRequired
Ticket TypeRequired
Summary
Details
Priority
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try It
DescriptionRequired
Customer
Site
End-User
Ticket Type
Status
Service Level Agreement
Priority
Team
Agent
Try ItNameRequired
Customer NameRequired
Main SiteRequired
Phone Number
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Postcode
Contact Name
Contact Email Address
NameRequired
Customer NameRequired
Site NameRequired
Email Address
Network Login
Work Phone Number
Mobile Phone Number
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try It
Zapier's blog offers the low-down on automating Microsoft Excel
Related categories
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.
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