Connect Easybroker and Microsoft Excel to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Contact Request
Choose an Action
Automatically do this!
Find Row
Create Spreadsheet
Add Row to Table
Update Row
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when new contact is created
New Contact Request
Runs when new contact request is created
Do thisActions
Action is the task that follows automatically within your Easybroker integrations.
List All Contacts
Get all contacts from your EasyBroker account.
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get Contact Requests
Gets a list of contact requests
Get Contact
Get a contact's details by contact ID.
Get Property
Get the details of a specific property using its property ID.
List All Collaborations
Show all collaborations for the connected EasyBroker account
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Step by step guides to integrate Easybroker and Microsoft Excel
Frequently Asked Questions
To start, connect both your Easybroker and Microsoft Excel accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in Microsoft Excel (or vice versa).
Absolutely. You can customize how Easybroker 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.
The data sync between Easybroker and Microsoft Excel 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 Easybroker 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.
About Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn MoreAbout 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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