Use Zapier to connect REACH and Microsoft Excel. Build your Zaps, automate your workflows and ensure your data is synced between your apps.
Zaps, triggers and actions: Zaps are workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a Zap, and an action is an event a Zap performs.
Here are some example Zaps you can see how you can create automations between REACH and Microsoft Excel.
Note: This are meant to be examples. Triggers and Resulting Actions can change at any time.
To learn how to build your Zaps, please visit our Zapier Integration article.
REACH Triggers > Resulting Microsoft Excel Actions
As an example, when a New Supporter is created in REACH, you can create a Zap to automatically Add a Row in a specific spreadsheet in Microsoft Excel. You will choose the spreadsheet and row when setting up your Zap.
REACH Triggers | Description | Resulting Microsoft Excel Action | Description |
New Supporter | Triggers when a new supporter is created. | Add Row | Adds a new row to the end of a worksheet. |
New Supporter | Triggers when a new supporter is created. | Add Row to a Table | Adds a new row to the end of a specific table. |
Updated Supporter | Triggers when a supporter is updated. | Update Row | Updates a row in a specific worksheet. |
New Sponsorship | Triggers when a new sponsorship is created. | Add Row | Adds a new row to the end of a worksheet. |
New Sponsorship | Triggers when a new sponsorship is created. | Add Row to a Table | Adds a new row to the end of a specific table. |
Updated Sponsorship | Triggers when a sponsorship is updated. | Update Row | Updates a row in a specific worksheet. |
New Sponsorship Supporter | Triggers when a new sponsorship supporter is created. | Add Row | Adds a new row to the end of a worksheet. |
New Sponsorship Supporter | Triggers when a new sponsorship supporter is created. | Add Row to a Table | Adds a new row to the end of a specific table. |
Updated Sponsorship Supporter | Triggers when a sponsorship supporter is updated. | Update Row | Updates a row in a specific worksheet. |
New Donation | Triggers when a new donation is created. | Add Row | Adds a new row to the end of a worksheet. |
New Donation | Triggers when a new donation is created. | Add Row to a Table | Adds a new row to the end of a specific table. |
Updated Donation | Triggers when a donation is updated. | Update Row | Updates a row in a specific worksheet. |
Microsoft Excel Triggers > Resulting REACH Actions
As an example, when a New Row is added to your existing spreadsheet in Microsoft Excel, you can create a Zap to automatically Create a Supporter in REACH.
Microsoft Excel Triggers | Description | Resulting Action in REACH |
New Row | Triggers when a new row is added to a worksheet in a spreadsheet. | Create Sponsorship, Create Supporter, or Create Donation |
New Row in Table | Triggers when a new row is added to a table in a spreadsheet. | Create Sponsorship, Create Supporter, or Create Donation |
Please keep in mind that Zapier is a third-party service. If you have questions regarding setting up Zaps or Zapier support, please check Zapier’s Help Center.
Let’s Get Social