Spreadsheet software by Microsoft
Microsoft Excel 365 currently provides 4 triggers that can start a workflow and 32 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.
New Row
Trigger when a new row is added, and it can include existing rows as well.
New Row in Table
Fires when a new row is added to a table within a worksheet.
New Worksheet
Fires when a new worksheet is created in a workbook.
Updated Row
Fires when a row (in a worksheet) is added or updated.
Append Row to Worksheet
Append row of values to a worksheet
Append Multiple Rows
Appends multiple row of values to a worksheet.
Get Worksheets
Retrieve worksheets from a workbook
Get Worksheet Rows
Retrieve rows from a worksheet
Update Worksheet Rows
Update a row in a worksheet
Clear Worksheet
Clear a worksheet
Delete Worksheet
Delete a worksheet in a workbook
Get Workbooks
Retrieve a list of workbooks
Get Worksheet Columns
List columns of a worksheet.
Delete Workbook
Delete a workbook
Add a Worksheet to a Workbook
Add a worksheet to a workbook
Get Table Rows
List rows of a table in a worksheet
Get Table Columns
List columns of a table in a worksheet
Create Table
Create a table in a worksheet
Delete Table
Delete a table from a worksheet
Lookup Table Column
Lookup a value in a table column in a worksheet
Append Rows to a Table
Append rows to a table
Convert to Range
Converts a table to a range
Create Workbook
Create a new workbook at the specified location
Clear Column by Index
Clear contents/formatting of a column by its index.
Clear Cells by Range
Clear a block of cells (range) content or formatting.
Clear Row by ID
Clear contents/formatting of an entire row by its ID.
Delete Row
Delete an entire row from a worksheet by its row number.
Create Worksheet
Add a new worksheet (tab) to an existing workbook with optional default headers.
Find Row
Locate a row by specifying a lookup column and value (e.g. find a row where “ID” = 123).
Find Workbook
Finds an existing workbook by name.
Find Worksheet
Finds an existing worksheet by name.
Get Cells in Range
Retrieve the values in a given cell range (e.g., “A1:C10”).
Get Row by ID
Retrieve the entire content of a row by its row ID.
Get Worksheet by ID
Retrieve metadata of a worksheet by its ID.
Rename Worksheet
Change the name of an existing worksheet.
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Microsoft Excel 365 event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Row
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Microsoft Excel 365 action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Append Row to Worksheet
Combine Microsoft Excel 365 with another integration and Coherence records to turn activity in one tool into an owned next step in the shared workspace.
Starts with
New Row
Finishes with
Append Row to Worksheet, then preserve the outcome in Coherence
The exact authentication fields depend on Microsoft Excel 365. The workflow structure stays straightforward:
Authorize the Microsoft Excel 365 account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Microsoft Excel 365 or provide a complementary trigger or action.
Microsoft Excel 365 currently provides 4 triggers that can start a workflow and 32 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.
Microsoft Excel 365 currently lists 4 triggers and 32 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Microsoft Excel 365 triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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