Integrations Microsoft Word workbooks
Microsoft Word + workbooks

Connect Microsoft Word and workbooks to Build Intelligent Automations

Choose a Trigger

Microsoft Word

When this happens...

Choose an Action

workbooks

Automatically do this!

Enable Integrations or automations with these events of Microsoft Word and workbooks

Enable Integrations or automations with these events of Microsoft Word and workbooks

Triggers

New Document Created1

New Document Created1

Triggers when a new Microsoft Word document is created.

New Document Created

New Document Created

Triggers when new document is created.

Request a new Trigger for Microsoft Word

Actions

Create Document

Create Document

Creates a new Microsoft Word document from a template or blank.

Get all documents

Get all documents

Get an all existing document.

Request a new Action for Microsoft Word

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Microsoft Word and workbooks?

To start, connect both your Microsoft Word and workbooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Word triggers actions in workbooks (or vice versa).

Can we customize how data from Microsoft Word is recorded in workbooks?

Absolutely. You can customize how Microsoft Word data is recorded in workbooks. This includes choosing which data fields go into which fields of workbooks, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft Word and workbooks?

The data sync between Microsoft Word and workbooks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft Word to workbooks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft Word and workbooks?

Yes, you can set conditional logic to control the flow of data between Microsoft Word and workbooks. 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.

Microsoft Word

About Microsoft Word

Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.

Learn More
workbooks

About workbooks

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

Learn More