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Microsoft 365 Excel
Zendesk Sunshine

Create Zendesk Sunshine profiles from new Microsoft 365 Excel worksheet rows

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Every time a row is added in your Microsoft 365 Excel, Make will create a Zendesk Sunshine profile of it. We have created a (sample worksheet)[https://dnu-my.sharepoint.com/:x:/g/personal/ivanov_d_donnu_edu_ua1/EY3Ao8tUQaJAt-IoSI480NEBtf9jVLZ5sVoTsSFaMlF5kw?e=yTgbi3] for you to use it as a reference.

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CRM
Spreadsheets

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Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Microsoft 365 Excel
Add a Table

Adds a new table.

Action
Microsoft 365 Excel
Add a Table Column

Adds a new table column.

Action
Microsoft 365 Excel
Add a Table Row

Adds a new table row.

Action
Microsoft 365 Excel
Add a Worksheet

Adds a new worksheet to a workbook.

Action
Microsoft 365 Excel
Add a Worksheet Row

Adds a new worksheet row.

Action
Microsoft 365 Excel
Add/Update a Table Row (Advanced)

Adds or updates a table row.

Action
Microsoft 365 Excel
Add/Update a Worksheet Row (Advanced)

Adds or Updates a worksheet row.

Action
Zendesk Sunshine
Create a Relationship Record

Creates a relationship record.

Action
Zendesk Sunshine
Create a Relationship Type

Creates a relationship type.

Action

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