Sapling Microsoft Excel

Keep the roster current

When an employee record is updated in Sapling, update their row in Microsoft Excel.

Try:

See all Sapling + Microsoft Excel integrations or talk to a human

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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.

Sapling Explore Sapling →

Triggers
New employee hired

Fires when a new employee is added in Sapling.

Employee profile updated

Fires when a field on an employee's profile changes in Sapling.

Employee terminated

Fires when an employee is offboarded in Sapling.

Time-off request submitted

Fires when an employee requests time off in Sapling.

Actions
Create employee record

Creates a new employee record in Sapling.

Update employee record

Updates a field on an employee's record in Sapling.

Sync employee status

Syncs an employee's active/terminated status in Sapling.

Approve or deny time off

Approves or denies a time-off request in Sapling.

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.

Log new hires When a new employee is added in Sapling, add a row to Microsoft Excel. See details
Track leavers When an employee is terminated in Sapling, mark their row in Microsoft Excel. See details

See all Sapling + Microsoft Excel integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Keep the roster current” between Sapling and Microsoft Excel?

Yes — describe it in the box above and Knit's Integrations Agent researches Sapling 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 new hires be added to a sheet?

Yes. When an employee is added in Sapling, a row can be added in Microsoft Excel with their role, team and start date.

Do changes update the sheet?

When an employee record changes or someone leaves in Sapling, the matching row in Microsoft Excel can be updated.

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