Microsoft Excel
You can use Microsoft Graph to allow web and mobile applications to read and modify Excel workbooks stored in OneDrive for Business, SharePoint site or Group drive.
Integrate the Microsoft Excel API with the Salesforce (REST API) API
Setup the Microsoft Excel API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Microsoft Excel and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Microsoft Excel with Salesforce (REST API)#
Popular Microsoft Excel and Salesforce (REST API) Triggers#
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created
Popular Microsoft Excel and Salesforce (REST API) Actions#
Adds rows to the end of specific table. See the documentation
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Update the properties of tablerow object. (Only for work or school account) See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
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}`,
},
})
},
})
Overview of Salesforce (REST API)#
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 (REST API)#
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}`,
},
})
},
})