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Connect Microsoft Excel 365 with Velaris to streamline reporting and data operations — trigger workflows from new rows and automate table, worksheet, and workbook management directly from Velaris.
New Row
Fires when a new row is added to a worksheet (including existing rows if specified), allowing Velaris to kick off data-driven workflows or reporting updates.
Append Row to Worksheet
Adds a new row of values to a worksheet, letting Velaris log data entries automatically.
Get Worksheet Rows
Retrieves rows from a worksheet so Velaris can analyze or use the data in workflows.
Clear Worksheet
Clears all content from a worksheet, enabling Velaris to reset data tables for new inputs.
Get Workbooks
Retrieves a list of available workbooks, helping Velaris locate and use the right data sources.
Add a Worksheet to a Workbook
Creates a new worksheet inside an existing workbook, allowing Velaris to structure new datasets as needed.
Get Table Columns
Lists the columns of a table, giving Velaris visibility into available data fields.
Delete Table
Deletes a table from a worksheet, helping Velaris remove outdated datasets.
Append Rows to a Table
Appends multiple rows to a table, allowing Velaris to upload bulk data automatically.
Create Workbook
Creates a new workbook at a specified location, enabling Velaris to generate new reporting spaces.
Get Worksheets
Retrieves all worksheets within a workbook, giving Velaris access to their structure and content.
Update Worksheet Rows
Updates an existing row in a worksheet, helping Velaris refresh data dynamically.
Delete Worksheet
Deletes a worksheet from a workbook, allowing Velaris to clean up obsolete sheets.
Delete Workbook
Removes an entire workbook, letting Velaris clear unused data files.
Get Table Rows
Lists rows from a table, giving Velaris access to structured data for analysis.
Create Table
Creates a table in a worksheet, allowing Velaris to organize raw data into structured form.
Lookup Table Column
Looks up a value within a table column, enabling Velaris to find and use precise data points.
Convert to Range
Converts a table back to a standard range, giving Velaris flexibility to reformat data as needed.
Custom API Call
Allows Velaris to call any Microsoft Excel 365 API endpoint, enabling advanced or custom automations.
Velaris is an AI-native Customer Success Platform built for mid-market and enterprise B2B SaaS teams. From customer health scoring and churn prediction to onboarding automation, renewals, and expansion workflows, Velaris helps recurring revenue teams understand account health, reduce churn, and scale customer success with greater visibility and control.