Daktela Microsoft Excel

Daktela + Microsoft Excel Integrations, Built by an AI Agent

Put Daktela + Microsoft Excel to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Daktela and Microsoft Excel below — describe the exact one you want above and the Agent builds it on demand.

Daktela + Microsoft Excel When a new account is created in Daktela, add a row to Microsoft Excel. See details
Log new tickets When a ticket is created in Daktela, add a row to Microsoft Excel. See details
Create tickets from rows When a new row is added in Microsoft Excel, create a ticket in Daktela. See details
Track resolution When a ticket is solved in Daktela, update the row in Microsoft Excel. See details

Browse the full workflow library →

Looking to achieve something else with Daktela and Microsoft Excel?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Daktela and Microsoft Excel

Everything Daktela and Microsoft Excel can do inside a workflow — the triggers that start one and the actions that run when it fires.

Daktela Explore Daktela →

Daktela is an omnichannel contact center platform that unifies phone, email, web chat, and SMS interactions for customer support.

Triggers
Updated Account

Triggers when an account is updated.

New Account

Triggers when a new account is created.

Updated Campaign Record

Triggers when a campaign record is updated.

New Campaign Record

Triggers when a new campaign record is created.

Updated Contact

Triggers when a contact is updated.

New Contact

Triggers when a new contact is created.

Actions
Create Account

Creates an account.

Add Comment to a Ticket

Adds a new comment to ticket.

Create Campaign Record

Creates a campaign record.

Create Contact

Creates a contact.

Create CRM Record

Creates a CRM record.

Custom API Request (Beta)

If some action is missing, you can call any API request for your own.

Microsoft Excel Explore Microsoft Excel →

Microsoft Excel is a spreadsheet application used for organizing, analyzing, and visualizing data in tabular form.

Triggers
New Row

Triggers when a new row is added to a worksheet in a spreadsheet.

New Row in Table

Triggers when a new row is added to a table in a spreadsheet.

New Worksheet

Triggers when a new worksheet is added to a spreadsheet.

Updated Row

Triggers when a row is added or updated in a worksheet.

Actions
Add Row

Adds a new row to the end of a worksheet.

Add Row(s)

Adds one or more rows to the end of a worksheet (with line item support).

Add Row to Table

Adds a new row to the end of a specific table.

Clear Cells by Range

Clears the contents and/or formatting of a range of cells.

Clear Column by Index

Clears the contents and/or formatting of a column by index.

Clear Row by ID

Clears the contents and/or formatting of a row by ID.

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Customer Stories

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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

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FAQ

Common questions about Daktela + Microsoft Excel

Is there a pre-built Daktela + Microsoft Excel automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Daktela and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Daktela or Microsoft Excel connector?

No. The Agent works whether or not Daktela or Microsoft Excel already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can tickets be logged?

Yes. New or updated tickets in Daktela can be added as rows in Microsoft Excel.

Can a row open a ticket?

When a row is added in Microsoft Excel, Daktela can create a ticket.

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