To use this type of integration, you will need a Zapier account. For sign up and log in, visit Zapier.com. If you have questions regarding Zapier itself, please consult the Zapier help documentation page.
About Zapier integrations
In this guide, we will be taking a look at integrating Excel and Trustmary via Zapier. Before you start creating integrations with Zapier, we recommend you take a look at our general Zapier integration guide to learn how the basic process of integrating your apps works with Zapier.
Trigger events (from Excel to Trustmary)
Having Excel as the trigger in Zapier enables you to transfer data from Excel to Trustmary. When using Excel as the trigger in Zapier, you will have access to trigger events that can be used to launch the set functions. The full list of triggers can be found below.
Action events (from Trustmary to Excel)
Having Excel as the action in Zapier enables you to transfer data from Trustmary to Excel. When using Excel as the action in Zapier, you will have access to action events that can be set for the app to perform when triggered. The full list of actions can be found below.