An automated workflow using integromat
Connects Microsoft Excel + Zendesk Sunshine
Create Zendesk Sunshine profiles from new Microsoft 365 Excel worksheet rows
About this workflow template
This automation scenario allows you to connect Microsoft Excel and Zendesk Sunshine
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Diagram
How it works?
When this trigger fires in Microsoft Excel
Watch Worksheet Rows in Microsoft Excel
Triggers when a new row is added to a worksheet.
Then this action happens in Zendesk Sunshine
Create or Update a Profile in Zendesk Sunshine
Creates or updates (overwrites!) a profile. A profile is updated (overwritten) instead of created if the submitted profile source, profile type, identifier type and identifier value match an existing profile.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Zendesk Sunshine profiles from new Microsoft 365 Excel worksheet rows.
Part I
Configure Applications
First, we need to connect Microsoft Excel and Zendesk Sunshine to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Microsoft Excel to Make.com.
Give Make.com access to your Microsoft Excel account, using Microsoft Excel credentials.
Connect Zendesk Sunshine to Make.com.
Give Make.com access to your Zendesk Sunshine account, using Zendesk Sunshine credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Microsoft Excel
Choose the following trigger: Watch Worksheet Rows (Triggers when a new row is added to a worksheet.).
Then set up an Action for Zendesk Sunshine
Choose this action: Create or Update a Profile (Creates or updates (overwrites!) a profile. A profile is updated (overwritten) instead of created if the submitted profile source, profile type, identifier type and identifier value match an existing profile.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Microsoft Excel and Zendesk Sunshine.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Zendesk Sunshine profiles from new Microsoft 365 Excel worksheet rows!
Related Automation Templates
Supported triggers and actions
New row
Triggers when a new row is added to a worksheet in a spreadsheet.
triggerbyzapierautomateioUpdated row
Triggers when a row is added or updated in a worksheet.
triggerbyzapierNew row in table
Triggers when a new row is added to a table in a spreadsheet.
triggerbyzapierpabbly-connectWatch worksheet rows
Triggers when a new row is added to a worksheet.
triggerbyintegromatNew worksheet
Triggers when a new worksheet is added to a spreadsheet.
triggerbyzapierpabbly-connectWatch table rows
Triggers when a new row is added to a table.
triggerbyintegromat
- Z
Create or update a profile
Creates or updates (overwrites!) a profile. A profile is updated (overwritten) instead of created if the submitted profile source, profile type, identifier type and identifier value match an existing profile.
actionbyintegromat - Z
Create an object record
Creates an object record.
actionbyintegromat - Z
Create an object type
Creates an object type.
actionbyintegromat - Z
Create a relationship record
Creates a relationship record.
actionbyintegromat - Z
Create a relationship type
Creates a relationship type.
actionbyintegromat - Z
Delete an object record
Deletes an object record.
actionbyintegromat
Apps you need
Microsoft Excel is the industry standard for spreadsheet applications that enables data analysis, organization, and collaboration among multiple stakeholders in real-time.
Zendesk Sunshine alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
