Integrate Retently with Excel
Send information between Retently and Excel automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Retently and Excel using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created
Triggers when a new customer is created
Feedback received
Triggers when new feedback is received
Row added
Triggers when a new row is added to the bottom of the selected worksheet
Worksheet added
Triggers when a new worksheet is added to the selected workbook
Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
Row added in table
Triggers when a new row is added to the bottom of the selected table
Row added in site
Triggers when a new row is added to a spreadsheet in site
All Actions - Actions are the automated tasks
Create or update customer
Creates a new customer. Update the details if the email address already exists.
Create customer and send survey
Sends a survey to the specified customer if the email address already exists. Otherwise, creates a customer and then sends the survey.
Unsubscribe customer
Unsubscribes the specified customer
Add tags to feedback
Adds tags to the specified feedback
Fetch score
Fetches the details of the latest NPS score
Update row in site
Updates the details of an existing row in an excel sheet from your site
Update row in TeamDrive
Updates the details of an existing row in an excel sheet from your Team Drive
Add row in Team Drive
Adds a new row to the selected spreadsheet in your Team Drive
Add row to table
Adds a new row to the bottom of the selected table
Add row in site
Adds a new row to the selected spreadsheet in your site
Add row
Adds a new row to the bottom of the selected worksheet
Update row
Updates the details of an existing row
Find row
Finds a row based on column value
Find row in site
Finds a row from a spreadsheet in your site
Find row in Team Drive
Finds a row from a spreadsheet in your Team Drive
What is Retently?
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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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