Insightly + Microsoft Teams + Microsoft Excel Integrations
How to connect Insightly + Microsoft Teams + Microsoft Excel
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Do even more with Insightly + Microsoft Teams + Microsoft Excel
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Insightly, Microsoft Teams, and Microsoft Excel. And don’t forget that you can add more apps and actions to create complex workflows.
Deleted RecordTriggers when a record is deleted.Trigger- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when a record is updated.Trigger
- Create RecordCreates a RecordAction
- Update RecordUpdates a RecordAction
- Find RecordFinds an existing RecordAction
New ChannelTriggers when a new channel is created within a team.Trigger- Microsoft Teams
Triggers when a member or highlight word is mentioned in a channel. Requires installation of the
Scheduled
Trigger
- Microsoft Teams
Triggers when a new message is received in a chat.
Scheduled
Trigger
- Microsoft Teams
Triggers when a new chat is created.
Scheduled
Trigger
- Microsoft Teams
Triggers when a new member is added to a team. Requires installation of the
Scheduled
Trigger
- Microsoft Teams
Triggers when a new message is posted in a channel. Requires installation of the
Scheduled
Trigger
- Microsoft Teams
Creates a new channel within a team. Requires installation of the
Scheduled
Action
- Microsoft Teams
Sends a message to a channel. Requires installation of the
Scheduled
Action
- Microsoft Teams
Sends a message in an existing chat.
Scheduled
Action
- Microsoft Excel
Triggers when a new row is added to a worksheet in a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a new row is added to a table in a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a new worksheet is added to a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a row is added or updated in a worksheet.
Scheduled
Trigger
- Microsoft Excel
Adds a new row to the end of a worksheet.
Scheduled
Action
- Microsoft Excel
Adds a new row to the end of a specific table.
Scheduled
Action
- Microsoft Excel
Creates a new spreadsheet
Scheduled
Action
- Microsoft Excel
Updates a row in a specific worksheet.
Scheduled
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
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How Insightly + Microsoft Teams + Microsoft Excel Integrations Work
- Step 1: Authenticate Insightly, Microsoft Teams, and Microsoft Excel.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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