Integrations cassidy Microsoft Excel
cassidy + Microsoft Excel

Connect cassidy and Microsoft Excel to Build Intelligent Automations

Choose a Trigger

cassidy

When this happens...

Choose an Action

Microsoft Excel

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Enable Integrations or automations with these events of cassidy and Microsoft Excel

Enable Integrations or automations with these events of cassidy and Microsoft Excel

Actions

Find Row

Find Row

Find a Row in a table by column and value

Create Spreadsheet

Create Spreadsheet

Create a New Spreadsheet

Add Row to Table

Add Row to Table

Add Row to the End of Specific Table

Update Row

Update Row

Update Row

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Step by step guides to integrate cassidy and Microsoft Excel

Frequently Asked Questions

How do I start an integration between cassidy and Microsoft Excel?

To start, connect both your cassidy and Microsoft Excel accounts to viaSocket. Once connected, you can set up a workflow where an event in cassidy triggers actions in Microsoft Excel (or vice versa).

Can we customize how data from cassidy is recorded in Microsoft Excel?

Absolutely. You can customize how cassidy data is recorded in Microsoft Excel. This includes choosing which data fields go into which fields of Microsoft Excel, setting up custom formats, and filtering out unwanted information.

How often does the data sync between cassidy and Microsoft Excel?

The data sync between cassidy and Microsoft Excel typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from cassidy to Microsoft Excel?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between cassidy and Microsoft Excel?

Yes, you can set conditional logic to control the flow of data between cassidy and Microsoft Excel. 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.

cassidy

About cassidy

Cassidy securely connects with all of your existing tools, builds AI assistants and creates AI-driven workflow automations personalized to your business.

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Microsoft Excel

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

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