Do everything in one place
Customize your Copper and Excel integration with the following
triggers and actions.
Triggers
When this happens…
Copper
- New/updated recordNew/updated record in Copper
Any other trigger you can think up
Actions
Do this…
Copper
- Create recordCreate record in Copper
- Custom actionCustom action in Copper
- Delete recordDelete record in Copper
- Get record detailsGet details of specific record in Copper
- Search recordsSearch for records in Copper
- Update recordUpdate record in Copper
- Upsert recordUpsert record in Copper
Any other action you can think up
Excel
- Custom actionCustom action in Excel (Custom)
- Add rows in batch BatchAdd rows in batch in Microsoft Excel
- Add a tableAdd a table in Microsoft Excel
- Add a worksheetAdd a worksheet in Microsoft Excel
- Delete a rowDelete a row in Microsoft Excel
- Get cells BatchGet cells from range in Microsoft Excel
- Get rows BatchGet rows from table in Microsoft Excel
- List tables BatchList tables in Microsoft Excel
- List worksheets BatchList worksheets in Microsoft Excel
- Search workbooks BatchSearch workbooks in Microsoft Excel
- Update a rowUpdate row in Microsoft Excel
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work