Microsoft Excel + Wello Solutions

Create contacts linked to companies in Wello Solutions from new Microsoft Excel rows

After filling new companies and contacts in Microsoft Excel, this integration automatically sends them directly to Wello Solutions. This automation allows creating companies and contacts in Odyssee with the right data.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerScheduled
automatically do this...
Create or Update Company
Allows you to Create or update an existing company (account) on your domain.
ActionWrite
then do this!
Create or Update Contact
Create or update contact and link it to the company/account.
ActionWrite

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Supported triggers and actions

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

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
New Contact
Triggers when the customer request all contact list.
Trigger
Scheduled
Try It

New Invoice
Triggers when a new invoice is created
Trigger
Scheduled
Try It
New Article
Triggers when a new article is created.
Trigger
Scheduled
Try It
- First Name
- Last NameRequired
- CompanyRequired
- phone
- emailRequired
Action
Write
- CompanyRequired
- Task Type
- Task PriorityRequired
- Task subjectRequired
- Task DescriptionRequired
Action
Write
- NameRequired
- OrganizationRequired
- Service areaRequired
- Company Code
- Is Client
- Is Supplier?
- Street
- City
- Country
- Zip
- Document Language
Action
Write
- email
Action
Search
- Email
Action
Search

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
New Company
Triggers when you want to get the last modified 20 companies.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created (An empty article_name will be filled by article_description)
Trigger
Scheduled
Try It
- Category
- Article codeRequired
- nameRequired
- Short Description
- Article Price label
- Physical stock
- Archived?
Action
Write
- NameRequired
- Company NameRequired
- Street
- City
- Country
Action
Write
- Task Activity
- Task IdRequired
- UserRequired
- ContactRequired
- SubjectRequired
- Description
Action
Write
- CompanyRequired
Action
Search
- Contact IdRequired
Action
Search
- emailRequired
- First Name
- Last NameRequired
- CompanyRequired
- phone
Action
Search or write

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.

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