Connect Microsoft Excel and Totango to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Microsoft Excel
Choose an Action
Automatically do this!
Get User
List Events
List Touchpoint Type
List Touchpoint Tags
List Activity Types
List Teams
List Objective Status
List Objective Category
List Objective Templates
List Tasks
Create Task
Enable Integrations or automations with these events of Microsoft Excel and Totango
Enable Integrations or automations with these events of Microsoft Excel and Totango
Actions
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Update Row
Update Row
Get User
Get details of user account
List Events
Get all the events form totango.
List Touchpoint Type
Get all the touchpoint type form totango.
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Step by step guides to integrate Microsoft Excel and Totango
Frequently Asked Questions
To start, connect both your Microsoft Excel and Totango accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in Totango (or vice versa).
Absolutely. You can customize how Microsoft Excel data is recorded in Totango. This includes choosing which data fields go into which fields of Totango, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Excel and Totango 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 Totango. 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
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