Tag contacts from sheet updates

When a row is updated in Microsoft Excel, update tags on the contact in Platform.ly.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Platform.ly Explore Platform.ly →

Triggers

New lead captured

Fires when a new lead or contact is captured in Platform.ly.

Contact enters a workflow

Fires when a contact enters an automation in Platform.ly.

Contact updated

Fires when a field on a contact changes in Platform.ly.

Contact unsubscribed

Fires when a contact unsubscribes in Platform.ly.

Actions

Create or update a contact

Creates or updates a contact in Platform.ly.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Platform.ly.

Send a message

Sends an email or message to a contact via Platform.ly.

Apply or remove a tag

Changes a contact's tags in Platform.ly.

Microsoft Excel Explore Microsoft Excel →

Triggers

New row

Fires when a row is added to a sheet in Microsoft Excel.

Row updated

Fires when a row or column changes in Microsoft Excel.

New sheet

Fires when a new spreadsheet or worksheet is created in Microsoft Excel.

Actions

Create row

Adds a new row to a sheet in Microsoft Excel.

Update row

Updates the values in an existing row in Microsoft Excel.

Look up a row

Finds a row by a column value in Microsoft Excel.

Add contacts from rows When a new row is added in Microsoft Excel, create a contact in Platform.ly. See details

Log new contacts When a contact is created in Platform.ly, add a row to Microsoft Excel. See details

See all Platform.ly + Microsoft Excel integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Tag contacts from sheet updates” between Platform.ly and Microsoft Excel?

Yes — describe it in the box above and Knit's Integrations Agent researches Platform.ly and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

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

Can rows add contacts?

Yes. When a row is added in Microsoft Excel, Platform.ly can create the contact and add them to a list.

Can activity be logged?

New contacts, tags or unsubscribes in Platform.ly can be added as rows in Microsoft Excel.