Microsoft Excel + Rex

Create Rex notes from new Microsoft Excel rows

Keep your data and note creation processes connected effortlessly. When you introduce a new row in Microsoft Excel, a note is promptly created in Rex. This workflow simplifies your data conversion into well-structured Rex notes, enhancing your efficiency without the need to constantly switch between apps.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create Note
Triggers when a Note is Created.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Limit to Lead Types
- Limit to Lead Assignees
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Limit to type
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Limit to Mailing List
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Send From
- Contact ID (Recipient)
- CC Contact IDs
- BCC Contact IDs
- Related Listing ID
- Related Property ID
- Mail merge template
- Subject
- Body
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Listing Address
- Listing ID
- Property Address
- Subject
- Assignee Override
- Notes
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Contact IDs
- Property IDs
- NoteRequired
Action
Write
- Your Rex Agency AccountRequired
- Send From
- Contact ID (Recipient)
- Related Listing ID
- Related Property ID
- Mail merge template
- Body
Action
Write
- Your Rex Agency AccountRequired
- Record TypeRequired
- Record IDRequired
- TagRequired
Action
Write
- Your Rex Agency AccountRequired
- Associated record typeRequired
- Record IDRequired
Action
Write
- Your Rex Agency AccountRequired
- Search type
- Search value
Action
Search
- Your Rex Agency AccountRequired
- Search type
- Search value
Action
Search

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Limit to Mailing List
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Lead IDRequired
- AssigneeRequired
Action
Write
- Your Rex Agency AccountRequired
- Match Profile CategoryRequired
- Contact IDRequired
- Suburbs
- Min Price
- Max Price
- Min Bedrooms
- Max Bedrooms
- Min Bathrooms
- Max Bathrooms
- Email Campaign Frequency
- SMS Campaign Frequency
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Due dateRequired
- RemindeeRequired
- PriorityRequired
- Contact ID
- Listing ID
- Property ID
- DescriptionRequired
Action
Write
- Your Rex Agency AccountRequired
- Record TypeRequired
- Record IDRequired
- TagRequired
Action
Write
- Your Rex Agency AccountRequired
- TrackRequired
- Contact ID
- Listing ID
- Property ID
- Start date
- Remindee Override
Action
Write
- Your Rex Agency AccountRequired
- Calendar Event ID
Action
Search
- Your Rex Agency AccountRequired
- Search type
- Search value
Action
Search

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.

Learn more