Crystal Ball + Microsoft Excel

Create annotations in Crystal Ball for newly updated Microsoft Excel rows

Keep your data insights current by automatically adding updates from Microsoft Excel rows to Crystal Ball. This template runs whenever a new row in your Excel sheet is updated. By activating this workflow, you can maintain an organized record of data changes and analyze trends in Crystal Ball, enabling more informed decision-making and streamlined reporting. It's ideal for teams looking to enhance data visibility and improve collaboration!

Keep your data insights current by automatically adding updates from Microsoft Excel rows to Crystal Ball. This template runs whenever a new row in your Excel sheet is updated. By activating this workflow, you can maintain an organized record of data changes and analyze trends in Crystal Ball, enabling more informed decision-making and streamlined reporting. It's ideal for teams looking to enhance data visibility and improve collaboration!

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    Updated Row

    Triggers when a row is added or updated in a worksheet.

    TriggerPolling
  2. automatically do this!
    Crystal BallCrystal Ball
    Create Annotation in Crystal Ball

    Add an annotation in your account for an event.

    ActionWrite
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Supported triggers and actions

    • 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
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crystal-ball logo

About Crystal Ball

Crystal Ball helps highlight valuable data insights by simplifying and automating the tracking of actions and events

Related categories

  • Analytics
excel logo
excel logo

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

Related categories

  • Microsoft
  • Spreadsheets

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