Export Dext clients to a Microsoft 365 Excel worksheet
Apps used in template
About
Use this template to automatically export your Dext clients to a Microsoft 365 Excel worksheet.
The template is scheduled to run every day at 10:00 AM. You can change the schedule after you set up the template by clicking the clock icon on the first module.
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The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox is added to the email. More information here.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a new table.
Adds a new table column.
Adds a new table row.
Adds a new worksheet to a workbook.
Adds a new worksheet row.
Deletes a table.
Deletes a worksheet row.
Downloads the content of a specified Excel workbook.
Retrieves an existing client.
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