Integrate the Salesforce API with the Microsoft Excel API

Setup the Salesforce API trigger to run a workflow which integrates with the Microsoft Excel API. Pipedream's integration platform allows you to integrate Salesforce and Microsoft Excel remarkably fast. Free for developers.

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Popular Ways to Connect Salesforce with Microsoft Excel#

Add A Worksheet Tablerow with Microsoft Excel API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Microsoft Excel

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Add A Worksheet Tablerow with Microsoft Excel API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Microsoft Excel

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Add A Worksheet Tablerow with Microsoft Excel API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Microsoft Excel

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Add A Worksheet Tablerow with Microsoft Excel API on New Updated Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Microsoft Excel

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Add Contact to Campaign with Salesforce (REST API) API on New Item Updated (Instant) from Microsoft Excel API

Microsoft Excel + Salesforce

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Popular Salesforce and Microsoft Excel Triggers#

New Item Updated (Instant) from the Microsoft Excel API

Emit new event when an item is updated.

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

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Popular Salesforce and Microsoft Excel Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Add A Worksheet Tablerow with the Microsoft Excel API

Adds rows to the end of specific table. See the documentation

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Update Worksheet Tablerow with the Microsoft Excel API

Update the properties of tablerow object. (Only for work or school account) See the documentation

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Overview of Salesforce#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of Microsoft Excel#

The Microsoft Excel API on Pipedream allows you to automate spreadsheet tasks, manipulate data, and integrate Excel with other apps and services. Through Pipedream, you can create serverless workflows that react to events, perform operations on Excel files like reading, writing, updating cells, and managing worksheets. This API turns Excel into a powerful tool for data analysis, report generation, and task automation without manual intervention.

Connect Microsoft Excel#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    microsoft_excel: {
      type: "app",
      app: "microsoft_excel",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://graph.microsoft.com/v1.0/me`,
      headers: {
        Authorization: `Bearer ${this.microsoft_excel.$auth.oauth_access_token}`,
      },
    })
  },
})

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