Integrate Excel with LiveAgent
Send information between Excel and LiveAgent automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Excel and LiveAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Worksheet added
Triggers when a new worksheet is added to the selected workbook
Row added
Triggers when a new row is added to the bottom of the selected worksheet
Row added in table
Triggers when a new row is added to the bottom of the selected table
Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
Row added in site
Triggers when a new row is added to a spreadsheet in site
Contact created
Triggers when a new contact is created
Ticket created
Triggers when a new ticket is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Update row in site
Updates the details of an existing row in an excel sheet from your site
Add row to table
Adds a new row to the bottom of the selected table
Add row in Team Drive
Adds a new row to the selected spreadsheet in your Team Drive
Add row
Adds a new row to the bottom of the selected worksheet
Add row in site
Adds a new row to the selected spreadsheet in your site
Update row in TeamDrive
Updates the details of an existing row in an excel sheet from your Team Drive
Update row
Updates the details of an existing row
Find row in site
Finds a row from a spreadsheet in your site
Find row
Finds a row based on column value
Find row in Team Drive
Finds a row from a spreadsheet in your Team Drive
Add contact to group
Adds a contact to the selected group
Create ticket
Creates a new ticket
Create company
Creates a new company
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Remove contact from group
Removes a contact from the selected group
Update ticket
Updates the details of an existing ticket
Update company
Updates the details of an existing company
Fetch ticket
Fetches the details of an existing ticket by ID or subject
Fetch contact
Fetches the details of an existing contact by ID, first name, last name, or email address
Fetch company
Fetches the details of an existing company by ID, name, or email address
What is Excel?
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.
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What is LiveAgent?
LiveAgent is help desk software with gamification and analytics overview. You can manage tickets, calls, portals, and chat easily.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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