Integration
Automate with Microsoft Excel 365
Microsoft Excel 365 is where your business data lives. NVS connects it to your CRM, databases, and communication tools — automating data imports, scheduled reports, and change-based workflows.
Use Cases
When a new row is added to a monitored Excel 365 table, the data is validated and a new HubSpot contact is created automatically, keeping your CRM in sync with your spreadsheet.
Trigger
New Table Row
microsoft-excel-365.trigger
Fires when a new row is added to a monitored Excel 365 table.
Validate Row Data
nvs.condition
Email format and required field presence validated before CRM write.
IF
Valid Data?
nvs.condition
Only complete, valid rows trigger contact creation.
NO
Output
Flag in Sheet
microsoft-excel-365.update
Row flagged with an error tag in the validation column.
YES
Output
Create HubSpot Contact
hubspot.contact
Contact created with all row fields mapped to HubSpot properties.
Every Friday afternoon, sales data is pulled from HubSpot and Shopify, merged, and written to a new Excel 365 weekly report file shared with the leadership team.
Trigger
Friday 4pm
schedule.cron
Weekly report generation runs every Friday afternoon.
Fetch HubSpot Deal Data
hubspot.deal
All deals closed or updated this week fetched from HubSpot.
Fetch Shopify Revenue
shopify.api
This week's order revenue fetched from Shopify.
Write to Excel Report
microsoft-excel-365.write
Data written to the weekly report template. New tab created for current week.
Output
Share with Leadership
microsoft-onedrive.share
Excel file shared with leadership team via OneDrive. Teams notification sent.
When a budget tracking Excel row shows spend exceeding the allocated budget amount, an alert is sent to the finance team in Teams immediately.
Trigger
Row Updated
microsoft-excel-365.trigger
Fires when any cell in the budget tracking table is updated.
Check Budget vs Spend
nvs.condition
Spend value compared to budget column for the same row.
IF
Over Budget?
nvs.condition
Flags rows where spend exceeds the allocated budget.
NO
Output
Done
nvs.end
Budget is on track. No alert needed.
YES
Output
Alert Finance Team
teams.message
Teams alert: department, budget, current spend, and overage amount.
Ready to automate Microsoft Excel 365?
We'll map your workflow, connect your tools, and build it in days, not months.
Book a Free Strategy Call →