Shaker Microsoft Excel

Shaker + Microsoft Excel Integrations, Built by an AI Agent

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

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

Shaker + Microsoft Excel When a deal reaches a new stage in Shaker, write stage update data to a row in Microsoft Excel. See details
Log new deals in a sheet When a deal is created in Shaker, add a row in Microsoft Excel. See details
Create contacts from rows When a new row is added in Microsoft Excel, create a contact in Shaker. See details
Keep deal rows current When a deal stage changes in Shaker, update its row in Microsoft Excel. See details

Browse the full workflow library →

Looking to achieve something else with Shaker 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 Shaker and Microsoft Excel

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

Shaker Explore Shaker →

Shaker is a real estate CRM and transaction management platform built for agents and real estate teams.

Triggers
New Contact

Triggers when a new contact is created.

New Deal

Triggers when a new deal is created.

New Deal Type

Triggers when a new deal type is created.

New Stage

Triggers when a new stage is created

New Team Member

Triggers when a new team member is created

Actions
Create Contact

Creates a new contact.

Create Deal

Creates a new deal.

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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FAQ

Common questions about Shaker + Microsoft Excel

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

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

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

No. The Agent works whether or not Shaker 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 CRM contacts sync to a sheet?

Yes. New or updated contacts and deals in Shaker can be added or updated as rows in Microsoft Excel.

Can rows create CRM records?

When a row is added in Microsoft Excel, Shaker can create the contact or deal, which suits event lists and imports.

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