Cascade Strategy Classic + Microsoft Excel

Create Cascade Strategy Classic histories from new Microsoft Excel rows

Create a seamless process between Microsoft Excel and Cascade Strategy Classic with this streamlined workflow. When a new row is added in Excel, a corresponding Goal History will be instantly created in Cascade Strategy Classic. This efficient automation will save you time and keep your strategy records up-to-date, making it simpler to track your organizational goals.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create Goal History
Create a new historical goal progress point.
ActionWrite

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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
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Row IDRequired
- No Match Copy
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
New Goal
Triggers when a new goal is created.
Trigger
Instant
Try It
Goal Changed
Triggers when an existing goal is updated.
Trigger
Instant
Try It
Milestone Changed
Triggers when a milestone is updated.
Trigger
Instant
Try It
- GoalRequired
- ValueRequired
- DateRequired
- Type of HistoryRequired
Action
Write
- Goal TemplateRequired
- Custom Fields
- ActionRequired
- DetailsRequired
- InitialRequired
- Current ProgressRequired
- WeightRequired
- Private GoalRequired
- Start DateRequired
- End DateRequired
- Target
- Target Flow
- Tracking Curve
- Completion Criteria
- Goal Unit Name
- Parent Focus Areas
- Parent Goals
- Tracking Type
- OwnerRequired
- Co-Owners
Action
Write
- Task TemplateRequired
- Custom Fields
- Task Owner
- GoalRequired
- Task Due Date
- Task Start Date
- Task Weight
- Task TitleRequired
- Task Details
- Task Completion
Action
Write
- Risk Template
- Custom Fields
- GoalRequired
- RiskRequired
- Risk Title
- Risk Owner
- Risk Details
- Critical Risk
- Due Date
Action
Write
- Search Goal TitleRequired
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
- Worksheet IDRequired
- New NameRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- RangeRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write
New Update Added to Goal
Triggers when a new update is created.
Trigger
Instant
Try It
New Issue
Triggers when a new issue is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Update TemplateRequired
- Custom Fields
- GoalRequired
- Update Details
Action
Write
- Risk TemplateRequired
- Custom Fields
- GoalRequired
- Risk Owner
- Risk TitleRequired
- Risk Details
- Critical Risk
- Due Date
Action
Write
- GoalRequired
- Goal Template
- Custom Fields
- State
- Action
- Details
- Initial
- Current Progress
- Weight
- Private Goal
- Start Date
- End Date
- Target
- Target Flow
- Tracking Curve
- Completion Criteria
- Goal Unit Name
- Parent Focus Areas
- Parent Goals
- Tracking Type
- Owner
- Co-Owners
Action
Write
- Task Template
- Custom Fields
- GoalRequired
- TaskRequired
- Task Title
- Task Owner
- Task Due Date
- Task Start Date
- Task Weight
- Task Details
- Task Completion
Action
Write

About Cascade Strategy Classic

Cascade is a strategy execution platform which helps organizations create, communicate and execute their strategic plans. For Cascade Strategy Classic users.

Related categories

Project Management

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.

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