Do everything in one place
Customize your Excel and PlanGrid integration with the following
triggers and actions.
Triggers
When this happens…
PlanGrid
- New object in PlanGridNew object in PlanGrid
- New or updated object in PlanGridNew or updated object in PlanGrid
Any other trigger you can think up
Actions
Do this…
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
PlanGrid
- Custom actionCustom action in PlanGrid (Custom)
- Create objectCreate object in PlanGrid
- Download objectDownload object in PlanGrid
- Get object by IDGet object in PlanGrid
- Search objects BatchSearch objects in PlanGrid
- Update objectUpdate object in PlanGrid
- Upload objectUpload object in PlanGrid
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