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Zapier makes it easy to integrate Microsoft Excel with Organimi - no code necessary. See how you can get setup in minutes.
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Microsoft Excel
Microsoft Excel
1. Choose trigger event
Organimi
Organimi
2. Choose action
1. Select the event
Setup
Test
Microsoft Excel
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.
Add your action
An action happens after the trigger—such as "Create Chart" in Organimi.
You’re connected!
Zapier seamlessly connects Microsoft Excel and Organimi, automating your workflow.
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.
Create a new record or update an existing record in your app.
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet ID
Required
Range
Required
Apply To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet ID
Required
Row ID
Required
Apply To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet Name
Required
Column Headers
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet ID
Required
New Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet ID
Required
Row ID
Required
No_match_copy
Action
This is an event a Zap performs.
Search
Find existing data in your app
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet
Required
Lookup Column
Required
Lookup Value
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Organization Id
Required
Name
Type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization Id
Required
Chart Id
Required
Name Id
Name
Type
Position
Role Id
Quantity
Return All Changed
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization Id
Required
Chart Id
Required
Name Id
Name
Type
Quantity
First Name Id
First Name (Member)
Last Name Id
Last Name (Member)
Email Id
Email
Phone Id
Phone
Description Id
Description
Job Description Id
Job Description
Location Address Id
Location Address
LinkedIn Id
LinkedIn
Return All Changed
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization Id
Required
Chart Id
Required
Role Id
Required
Parent
Return All Changed
Move One
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization Id
Required
Chart Id
Required
Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization Id
Required
Name
Website
Description
Theme
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization Id
Required
Person Id
Required
Custom Field Id
Custom Field Value
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization Id
Required
First Name Id
First Name
Last Name Id
Last Name
Email Id (Key)
Email
Phone Id
Phone
Description Id
Description
Job Title Id
Job Title
Job Description Id
Job Description
Location Address Id
Location Address
LinkedIn Id
LinkedIn
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization Id
Required
Chart Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization Id
Required
Chart Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization Id
Required
Person Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization Id
Chart Id
Required
Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization Id
Required
PersonId
Required
First Name Id
First Name
Last Name Id
Last Name
Email Id (Key)
Email
Phone Id
Phone
Description Id
Description
Job Title Id
Job Title
Job Description Id
Job Description
Location Address Id
Location Address
LinkedIn Id
LinkedIn
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Microsoft Excel and Organimi with AI agents and code
Beyond Zap workflows. Call Microsoft Excel and Organimi actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Excel and Organimi actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Row
Create Chart
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Microsoft Excel and Organimi to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Microsoft Excel on the Zapier blog
Make work flow with AI
Level up your Microsoft Excel to Organimi integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
