Getting Started with Microsoft Excel' New Row Added Trigger
In this guide, you’ll learn how to configure the New Row Added trigger for the Microsoft Excel app. This trigger lets you automate credential issuance through Certifier Automations based on Microsoft Excel data. Let's get started!
Open the Trigger Configuration
To get started, click on the Trigger. The setup will be preconfigured for you – you'll just need to press Continue to move to Configuration.
Configure the New Row Added Trigger
Select or connect your Microsoft Excel Account via OAuth: Click on the field below Account, and select or connect a new account using + Connect New Account.
When connecting, complete login via secure OAuth – click on Continue and Allow.
⚠️ Note: This connection only permits Certifier to access files you select in the next steps.
Select the Spreadsheet and the Worksheet:
Click on the field below Folder and choose the correct folder in your OneDrive Cloud (if you haven't put the file in a specific folder, try "root").
In the Workbook field, choose our sample spreadsheet you prepared earlier.
Then, choose Live Sheet as the Worksheet.
Once you're ready, press Save & Continue. And that's it! Your Trigger is set up 🤓
Return to your Original Guide
Once you’ve configured the trigger, it’s critical to return to your original integration guide.
⚠️ Important: Each app has rules and limitations that apply after activation.
Every app (Microsoft Excel, Microsoft Forms, HubSpot, Airtable, etc.) has critical rules that apply after activation. These rules are explained at the end of your original integration guide. Be sure to return there before activating to make sure your automation works as expected.
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