Do everything in one place
Customize your Excel and Revel Systems integration with the following
triggers and actions.
Triggers
When this happens…
Revel Systems
- New customerNew customer in Revel Systems
- New purchase orderNew purchase order in Revel Systems
- New salesNew sales in Revel Systems
- New time sheet entryNew time sheet entry in Revel Systems
- New/updated customerNew/updated customer in Revel Systems
- New/updated salesNew/updated sales in Revel Systems
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
Revel Systems
- Custom actionCustom action in Revel Systems (Custom)
- Create customerCreate customer in Revel Systems
- Create employeeCreate employee in Revel Systems
- Get customer by IDGet customer by ID in Revel Systems
- Update customerUpdate customer in Revel Systems
- Update employeeUpdate employee in Revel Systems
- Update productUpdate product in Revel Systems
Any other action you can think up
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