Connect Craft and Microsoft Excel to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Craft with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Item" from Craft.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects Craft and Microsoft Excel, 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.
- Item Type
- ProductRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionWrite
- ProductRequired
- Item
- Item TypeRequired
- SprintRequired
- VersionRequired
- TitleRequired
- Epic
- Description
- Source
- Source ID
- PriorityRequired
- Team
- Person
- Column
- Estimation Value
- Time Spent Value
- Images Url
- Attachments
- Effort
- User Value
- Story Points
- Kano
- Labels
- Is Released
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionWrite
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Connect Craft and Microsoft Excel 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
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Excel on the Zapier blog
Frequently Asked Questions about Craft + Microsoft Excel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Craft and Microsoft Excel
How can I integrate Craft with Microsoft Excel?
To integrate Craft with Microsoft Excel, you can use our platform to set up automated workflows. Start by selecting Craft as your trigger app and choose the specific triggers that Craft offers, such as 'New Document Created' or 'Document Updated'. Then, choose Microsoft Excel as the action app and select actions like 'Add Row' or 'Update Row' in your Excel spreadsheet.
What triggers are available for Craft when integrating with Microsoft Excel?
When integrating Craft with Microsoft Excel, you can utilize triggers such as 'New Document Created', 'Document Updated', or 'Document Deleted'. These will automatically activate any actions you have set up in your Excel workflow whenever changes occur in Craft.
Can I update an existing row in an Excel spreadsheet from a Craft document?
Yes, using our integration platform, you can set up a workflow where a specific trigger from Craft, such as updating a document, will lead to an action that updates an existing row in your chosen Excel spreadsheet.
Is it possible to add new data from a Craft document directly into my Excel sheet?
Absolutely. With the integration setup, every time there's a trigger event like creating a new document in Craft, new data can be automatically added into your specified columns within an Excel sheet as a new row.
What happens if I delete a document in Craft? Will it affect my Excel data?
If you have configured the integration with the trigger 'Document Deleted', then deleting a document in Craft could prompt actions like removing the corresponding row in your linked Excel sheet. This ensures that your datasets remain consistent across platforms.
How do I ensure only specific documents in Craft affect my Excel data?
To ensure only specific documents impact your Excel data, conditions can be applied to the triggers set within our platform. This means only documents meeting certain criteria will initiate actions on your Excel spreadsheets.
Can I automate calculations in my spreadsheet using data from Craft?
While we don't perform calculations directly, our integration facilitates importing data from Craft to specific cells needed for calculation. Once the data is there, any pre-set formulas or calculations within the sheet itself will automatically process.
