Connect Microsoft Excel and Productlane to Build Intelligent Automations
Ready to use Microsoft Excel and Productlane automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Trigger when new company is add in your account.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your Microsoft Excel integrations.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Add Row to Table
Add Row to the End of Specific Table
Update Row
Update Row
Create Note
Creates a new Note on Productlane.
Create Contact
Creates a new contact.
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Step by step guides to integrate Microsoft Excel and Productlane
Frequently Asked Questions
To start, connect both your Microsoft Excel and Productlane accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in Productlane (or vice versa).
Absolutely. You can customize how Microsoft Excel data is recorded in Productlane. This includes choosing which data fields go into which fields of Productlane, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Excel and Productlane typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Excel and Productlane. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
Learn MoreAbout Productlane
Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.
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