Microsoft Excel + Moxo

Start flow conversations in Moxo from updated rows in Microsoft Excel

When an update is made to a row in your Microsoft Excel, this workflow will launch a conversation in the Moxo app instantly. Ideal for offices relying on quick information transfer, this integration provides an efficient way to start necessary discussions in Moxo based on the data changes in Excel. Enhance your productivity by streamlining this process with this simple, yet powerful automation.

When this happens...
Updated Row
Triggers when a row is added or updated in a worksheet.
TriggerScheduled
automatically do this!
Start Flow Workspace
Start flow workspace from a flow template.
ActionWrite

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Supported triggers and actions

- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write

- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Id Explain
- Zap Unique ID Label
Trigger
Instant
Try It

- Trigger Identifier
Trigger
Instant
Try It
- Specify the way to locate Flow WorkspaceRequired
- Specify the step type
- Step Reference ID
- Is it to add step to the end of flow?
- Step Description
- Due in Days
- Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
- When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
Action
Write
- Step Reference IDRequired
Action
Write
- Workspace TitleRequired
- Welcome Message
- Workspace Owner (Account Manager)Required
- Workspace MembersRequired
Action
Write
- Workspace IDRequired
- Whether to use Content Library Template?
- Description
- Mark As Important?
- Set A Due Date
- Assign To
Action
Write
- Workspace IDRequired
- Specify the object type
- Description
- Callback URL
- Due in Days
- Assignee EmailRequired
- Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
- When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
Action
Write
- Assigned ClientRequired
- Purchase Order IDRequired
- Purchase Order NumberRequired
- Purchase Order Title in MoxoRequired
- Purchase Order Sub-Title in MoxoRequired
- Approval Button - Label
- Decline Button - Label
- Address
- Period
- UTR
Action
Write
- Purchase Order IDRequired
Action
Write
- TopicRequired
- Agenda
- Start TimeRequired
- End Time
- Time ZoneRequired
- Meeting Host User Entity Type
- Meeting Participants (Email)
- Meeting Participants (Unique ID)
- Meeting Binder
- Max Minutes Attendee Can Join Before Host
Action
Write
- Workspace IDRequired
- MessageRequired
Action
Write
- Flow NameRequired
- Welcome Message
- Description
- Reference ID
- Member Email
Action
Write
- Workspace IDRequired
Action
Search
- Intg Explain
- Reference IDRequired
Action
Search

- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
- Id Explain
- Zap Unique ID Label
- Reference ID
- Pre-configured Payload Info
Trigger
Instant
Try It
Xero Purchase Order Completed
Trigger when a Xero Purchase Order is approved or declined in Moxo.
Trigger
Instant
Try It
- Invite Explain
- Workspace IDRequired
- Member EmailRequired
- Create New Relationship?Required
Action
Write
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Display User ID
- Display User Phone Number
- Rm Explain
- Account ManagersRequired
Action
Write
- Workspace IDRequired
- Note NameRequired
- Note ContentRequired
- Editable byRequired
Action
Write
- TitleRequired
- Sub-TitleRequired
- ContentRequired
- Assigned ClientRequired
- Approval Button Label
- Decline Button Label
- Trigger Identifier for Transaction Completed Event
- Attachments
Action
Write
- Client Email (Identifier)Required
- Client First NameRequired
- Client Last Name
- Display User ID
- Display User Phone Number
- Rm Explain
- Account ManagersRequired
Action
Write
- Client Email (Identifier)Required
Action
Write
- Invite Explain
- Meeting IDRequired
- Participant Email
- Participant Unique ID
Action
Write
- Workspace IDRequired
- Folder Name
- FileRequired
Action
Write
- Destination Workspace IDRequired
- E-Sign Title
- E-Sign Description
- Due in Days
Action
Write
- Client Email (Identifier)Required
- Client First Name
- Client Last Name
- Display User ID
- Display User Phone Number
- Rm Explain
- Account Managers
Action
Write
- Conv Explain
- Client's EmailRequired
- Account Manager's EmailRequired
Action
Search

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Related categories

Similar apps

About Moxo

Moxo is a OneStop Client Interaction Hub.

Related categories

Team Collaboration

Microsoft Excel + Moxo

Start flow conversations in Moxo from updated rows in Microsoft Excel

New Row

New Worksheet

Add Row

Add Row to Table

Update Row

Find Row(s)

Flow Button Clicked

Transaction Completed

Add Step in Flow Workspace

Complete Integration Flow Step

Create Group Workspace

Create To-Do

Create TransObject(Approval,Ack,File Req,Form,To-Do,Time Bookng)

Create Xero Purchase Order

Delete Xero Purchase Order

Schedule Meeting

Send Message

Start Flow Workspace

Find Members by Workspace ID

Find Binder by Reference ID

New Row in Table

Updated Row

Add Row(s)

Create Spreadsheet

Find Row

Find or Create Row

Flow Updates

Xero Purchase Order Completed

Add User to Workspace

Create Client

Create Note

Create Transaction

Create or Update Client

Deactivate Client

Invite People to Meeting

Send File

Start E-Sign

Update Client

Find Direct Workspace

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

About Moxo

Related categories