SourceWhale Microsoft Excel

When contact updated in SourceWhale, sync it to Microsoft Excel.

When a candidate record updates in SourceWhale, update the matching row in Microsoft Excel.

Try:

See all SourceWhale + 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.

SourceWhale Explore SourceWhale →

Triggers
New candidate applied

Fires when a new candidate applies to a job in SourceWhale.

Candidate stage changed

Fires when a candidate moves to a new pipeline stage in SourceWhale.

Interview scheduled

Fires when an interview is scheduled in SourceWhale.

Offer extended

Fires when an offer is extended to a candidate in SourceWhale.

Actions
Create candidate

Creates a new candidate record in SourceWhale.

Update candidate stage

Moves a candidate to a new pipeline stage in SourceWhale.

Schedule interview

Schedules an interview for a candidate in SourceWhale.

Send offer letter

Sends an offer letter to a candidate via SourceWhale.

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 applications in a sheet When a new application arrives in SourceWhale, add a row to Microsoft Excel. See details
Track stage changes When a candidate moves stage in SourceWhale, update their row in Microsoft Excel. See details
Import candidates from rows When a new row is added in Microsoft Excel, create a candidate in SourceWhale. See details

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

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FAQ

Common questions

Can Knit build “When contact updated in SourceWhale, sync it to Microsoft Excel.” between SourceWhale and Microsoft Excel?

Yes — describe it in the box above and Knit's Integrations Agent researches SourceWhale 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 candidates be logged in a spreadsheet?

Yes. Each new candidate or application in SourceWhale can be added as a row in Microsoft Excel.

Can I add candidates from a sheet?

When a row is added in Microsoft Excel, SourceWhale can create the candidate, which helps with event or referral lists.

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