Create integrations between Insightly and Microsoft Excel
Find Row in Microsoft-excel when New or Updated Contact in Insightly
Create Spreadsheet in Microsoft-excel when New or Updated Contact in Insightly
Add Row to Table in Microsoft-excel when New or Updated Contact in Insightly
Update Row in Microsoft-excel when New or Updated Contact in Insightly
Find Row in Microsoft-excel when New Document Template in Insightly
Create Spreadsheet in Microsoft-excel when New Document Template in Insightly
Add Row to Table in Microsoft-excel when New Document Template in Insightly
Update Row in Microsoft-excel when New Document Template in Insightly
Find Row in Microsoft-excel when New Email in Insightly
Create Spreadsheet in Microsoft-excel when New Email in Insightly
Actions and Triggers
When this happensTriggers
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
New Email
Triggers when new email is send.
New or Updated Event
Trigger when a event is created or updated.
New or Updated Lead
Triggers when new lead is created or updated.
New or Updated Opportunities
Triggers when new opportunity is created or updated.
Do thisActions
Create Record
Creates a Record.
Update Record
Updates a Record
Find Record
Finds an existing Record.
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
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
About Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
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
Learn More
© 2025 viaSocket
All rights reserved.