Do everything in one place
Customize your Excel and TrackVia integration with the following
triggers and actions.
Triggers
When this happens…
TrackVia
- Deleted record Real-timeDeleted record from view in TrackVia
- New record Real-timeNew record added to view in TrackVia
- Updated record Real-timeUpdated record in TrackVia view
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
TrackVia
- Custom actionCustom action in TrackVia (Custom)
- Create recordCreate record in TrackVia
- Create userCreate user in TrackVia
- Delete all records in viewDelete all records from a view in TrackVia
- Delete recordDelete record in TrackVia
- Get all view records BatchGet all records from a view in TrackVia
- Get file from recordGet file from a record in TrackVia
- Get recordGet record in TrackVia
- Update recordUpdate record in TrackVia
- Upload file to a recordUpload file to a record in TrackVia
Any other action you can think up
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