Integrate Salesforce with Excel
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Supported triggers and actions
Integrate Salesforce and Excel using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event created
Triggers when a new event is created
Campaign updated
Triggers when a new campaign is updated
Opportunity updated
Triggers when an opportunity is updated
Case created
Triggers when a new case is created
Contact updated
Triggers when a contact is updated
Lead created
Triggers when a new lead is created
Product added
Triggers when a new product is added
Solution added
Triggers when a new solution is added
Lead updated
Triggers when a lead is updated
Order updated
Triggers when an order is updated
Module entry added
Trigger when a new entry is added to the selected module
Note created
Triggers when a new note is created
Note updated
Triggers when a note is updated
Account created
Triggers when a new account is created
Case updated
Triggers when a case is updated
Product updated
Triggers when an product is updated
Opportunity added
Triggers when a new opportunity is added
Task updated
Triggers when a task is updated
Solution updated
Triggers when an solution is updated
Task created
Triggers when a new task is created
Module entry updated
Triggers when a record is updated in the selected module
Order created
Triggers when a new order is created
Contact created
Triggers when a new contact is created
Campaign added
Triggers when a new campaign is added
Account updated
Triggers when an account is updated
Event updated
Triggers when an event is updated
New worksheet
Triggers when a new worksheet is added to the selected workbook
New row in table
Triggers when a new row is added at the bottom of the selected table
New row
Triggers when a new row is added at the bottom of the selected worksheet
All Actions - Actions are the automated tasks
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create solution
Creates a new solution
Create contact
Creates a new contact
Create note
Creates a new note
Create account
Creates a new account
Create campaign
Creates a new campaign
Create case
Creates a new case
Create event
Creates a new event
Create lead
Creates a new lead
Create order
Creates a new order
Create task
Creates a new task
Create product
Creates a new product
Update event
Updates the details of an existing event
Update campaign
Updates the details of an existing campaign
Update order
Updates the details of an existing order
Update solution
Updates the details of an existing solution
Update case
Updates the details of an existing case
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Update product
Updates the details of an existing product
Update note
Updates the details of an existing note
Update opportunity
Updates the details of an existing opportunity
Update custom module entry
Updates the details of entry in the selected module
Update lead
Updates the details of an existing lead
Fetch order
Fetches the details of an existing order by number or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch case
Fetches the details of an existing case by subject or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch account
Fetches the details of an existing account by name or ID
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Add row
Adds a new row to the bottom of the selected worksheet
Add row to table
Adds a new row to the bottom of the selected table
Update row
Updates the details of an existing row
Find row
Finds a row based on a column value
What is Salesforce?
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What is Excel?
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.
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