

Integrate Excel with Insightly
Send information between Excel and Insightly automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Excel and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Row added in site
Triggers when a new row is added to a spreadsheet in site

Row added in table
Triggers when a new row is added to the bottom of the selected table

Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive

Worksheet added
Triggers when a new worksheet is added to the selected workbook

Row added
Triggers when a new row is added to the bottom of the selected worksheet

New Contact
Triggers when a new contact is created

New Opportunity
Triggers when a new opportunity is created

New Project
Triggers when a new project is created

New Organization
Triggers when a new organization is created

New Lead
Triggers when a new lead is created

New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks

Add row to table
Adds a new row to the bottom of the selected table

Add row in Team Drive
Adds a new row to the selected spreadsheet in your Team Drive

Update row in TeamDrive
Updates the details of an existing row in an excel sheet from your Team Drive

Update row in site
Updates the details of an existing row in an excel sheet from your site

Add row
Adds a new row to the bottom of the selected worksheet

Add row in site
Adds a new row to the selected spreadsheet in your site

Update row
Updates the details of an existing row

Find row
Finds a row based on column value

Find row in Team Drive
Finds a row from a spreadsheet in your Team Drive

Find row in site
Finds a row from a spreadsheet in your site

Create Task
Creates a new task

Create Contact
Creates a new contact

Create Lead
Creates a new lead

Create Project
Creates a new project

Create Opportunity
Creates a new opportunity

Create Organization
Creates a new organization

Create Event
Creates a new event
What is Excel?
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.
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