Integrate Excel with Pipefy
Send information between Excel and Pipefy automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Excel and Pipefy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New worksheet
Triggers when a new worksheet is added to the selected workbook
New row
Triggers when a new row is added at the bottom of the selected worksheet
New row in table
Triggers when a new row is added at the bottom of the selected table
Card done
Triggers when a card is done in the selected pipe
Card moved
Triggers when a card is moved in the selected pipe
Card overdue
Triggers when a card is overdue in the selected pipe
Card late
Triggers when a card in the selected pipe exceeds maximum lead time
Card expired
Triggers when a card expires in the selected pipe
New card
Triggers when a new card is created in the selected pipe
All Actions - Actions are the automated tasks
Add row to table
Adds a new row to the bottom of the selected table
Add row
Adds a new row to the bottom of the selected worksheet
Update row
Updates the details of an existing row
Find row
Finds a row based on a column value
Create card
Creates a card in the selected pipe
Delete card
Deletes the selected card
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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What is Pipefy?
Pipefy is a process management tool with features such as advanced reports, private pipes, process templates, and conditional logic.
Webhook triggers
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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