Connect FuseDesk and Microsoft Excel to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Updated
Contact Created
Case Created
Case Updated
Case Closed
Department Added
Rep Added
Rep Updated
Department Update
Choose an Action
Automatically do this!
Find Row
Create Spreadsheet
Add Row to Table
Update Row
Ready to use FuseDesk and Microsoft Excel automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Updated
Triggers when a contact is updated in FuseDesk
Contact Created
Triggers when a contact is created in FuseDesk
Case Created
Triggers when a new FuseDesk case is created.
Case Updated
Triggers when a new FuseDesk case is updated.
Case Closed
Triggers when a FuseDesk case has been resolved and marked as Closed
Department Added
Triggers when a Department is Added.
Do thisActions
Action is the task that follows automatically within your FuseDesk integrations.
Create Contact
Creates a Contact
Create FuseDesk Case
Create a new FuseDesk Case
Update Contact
Updates a Contact
Update FuseDesk Case
Updated an existing FuseDesk Case.
Find a Contact
Finds a Contact Optionally, create a contact if none are found.
List Case
Gets all case.
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Step by step guides to integrate FuseDesk and Microsoft Excel
Frequently Asked Questions
To start, connect both your FuseDesk and Microsoft Excel accounts to viaSocket. Once connected, you can set up a workflow where an event in FuseDesk triggers actions in Microsoft Excel (or vice versa).
Absolutely. You can customize how FuseDesk 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 FuseDesk 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 FuseDesk 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 FuseDesk
FuseDesk is an integrated Help Desk and Messaging Platform for sales and customer support case management.
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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