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A customer success tool that integrates effortlessly with Microsoft Excel

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.

Automate workflows with Microsoft Excel Triggers in 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.

Drive results with Microsoft Excel Actions in Velaris

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Deletes a table from a worksheet, helping Velaris remove outdated datasets.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.

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