Connect Microsoft Excel and Rocketlane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Microsoft Excel
Choose an Action
Automatically do this!
Create Project
Archive Project
Create Task
Delete Project
Import Templates To Project
Update Project
Update Task
Create Task Message
Delete Task
Ready to use Microsoft Excel and Rocketlane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when project is created
Project Updated
Triggers when a project is updated.
Task Updated
Triggers when a task is updated.
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
Update Row
Update Row
Create Project
Creates a project.
Archive Project
Archives a project.
Create Task
Creates a task.
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Step by step guides to integrate Microsoft Excel and Rocketlane
Frequently Asked Questions
To start, connect both your Microsoft Excel and Rocketlane accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in Rocketlane (or vice versa).
Absolutely. You can customize how Microsoft Excel data is recorded in Rocketlane. This includes choosing which data fields go into which fields of Rocketlane, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Excel and Rocketlane 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 Rocketlane. 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 Rocketlane
Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
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