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Connect Moxie to Microsoft Excel 365

Automate workflows and sync data between Moxie and Microsoft Excel 365 with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Moxie & Microsoft Excel 365?

Intelligent Automation Workflows

Leverage 22 available triggers from Moxie to execute 17 targeted actions in Microsoft Excel 365 automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Moxie and Microsoft Excel 365 perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Moxie and Microsoft Excel 365 for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Moxie logo

Moxie

Triggers (22)

Invoice Sent

Triggered when an invoice is sent.

webhook
Task Created

Triggered when a new task is created.

webhook
Task Deleted

Triggered when an existing task is deleted.

webhook
Task Updated

Triggered when an existing task is updated.

webhook
Client Created

Triggered when a new client is created.

webhook
Client Deleted

Triggered when an existing client is deleted.

webhook
Client Updated

Triggered when an existing client is updated.

webhook
Form Submitted

Triggered when a new form is submitted.

webhook
Meeting Updated

Triggered when an existing meeting is updated.

webhook
Project Created

Triggered when a new project is created.

webhook
Project Updated

Triggered when an existing project is updated.

webhook
Payment Received

Triggered when a payment is received.

webhook
Meeting Cancelled

Triggered when a meeting is cancelled.

webhook
Meeting Scheduled

Triggered when a new meeting is scheduled.

webhook
Project Completed

Triggered when an existing project is completed.

webhook
Time Entry Created

Triggered when a new time entry is created.

webhook
Time Entry Deleted

Triggered when an existing time entry is deleted.

webhook
Time Entry Updated

Triggered when an existing time entry is updated.

webhook
Opportunity Created

Triggered when a new pipeline opportunity is created.

webhook
Opportunity Deleted

Triggered when an existing pipeline opportunity is deleted.

webhook
Opportunity Updated

Triggered when an existing opportunity is updated.

webhook
Client Task Approval

Triggered when a task is moved to client approval.

webhook

Actions (4)

Custom API Call

Make a custom API call to a specific endpoint

Auth Required
Create a Task

Create a task in project.

Auth Required
Create a Client

Create a new client record in moxie CRM.

Auth Required
Create a Project

Creates a new project in moxie CRM.

Auth Required
Microsoft Excel 365 logo

Microsoft Excel 365

Triggers (1)

New Row

Trigger when a new row is added, and it can include existing rows as well.

polling

Actions (17)

Append Row to Worksheet

Append row of values to a worksheet

Auth Required
Update Worksheet Rows

Update a row in a worksheet

Auth Required
Create Table

Create a table in a worksheet

Auth Required
Delete Table

Delete a table from a worksheet

Auth Required
Add a Worksheet to a Workbook

Add a worksheet to a workbook

Auth Required
Get Workbooks

Retrieve a list of workbooks

Auth Required
Get Table Rows

List rows of a table in a worksheet

Auth Required
Get Worksheets

Retrieve worksheets from a workbook

Auth Required
Clear Worksheet

Clear a worksheet

Auth Required
Custom API Call

Send a custom API call to a specific endpoint

Auth Required
Delete Workbook

Delete a workbook

Auth Required
Convert to Range

Converts a table to a range

Auth Required
Delete Worksheet

Delete a worksheet in a workbook

Auth Required
Append Rows to a Table

Append rows to a table

Auth Required
Get Table Columns

List columns of a table in a worksheet

Auth Required
Get Worksheet Rows

Retrieve rows from a worksheet

Auth Required
Lookup Table Column

Lookup a value in a table column in a worksheet

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Moxie trigger → Create/Update in Microsoft Excel 365

Most Popular
MoxieMoxie

Invoice Sent

Microsoft Excel 365Microsoft Excel 365

Append Row to Worksheet

When Microsoft Excel 365 trigger → Update Moxie

Bi-directional
Microsoft Excel 365Microsoft Excel 365

New Row

MoxieMoxie

Custom API Call

How It Works

1

Connect Apps

Authenticate your Moxie and Microsoft Excel 365 accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Moxie and Microsoft Excel 365 with 23 available triggers for instant updates.

Automated Actions

Execute 21 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Moxie and Microsoft Excel 365 in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Moxie and Microsoft Excel 365 with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Microsoft Excel 365 logoMoxie logo

Reverse Integration Available

Also connect Microsoft Excel 365 to Moxie for bidirectional automation

View Integration
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All Moxie Integrations

Explore all available Moxie connections

View All Integrations
Microsoft Excel 365 logo

All Microsoft Excel 365 Integrations

Explore all available Microsoft Excel 365 connections

View All Integrations

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