Microsoft Excel integration with HighGear
How to Create HighGear tasks from new Microsoft Excel rows
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create HighGear tasks from new Microsoft Excel rows" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate HighGear integrations
HighGear actions
Nekton can use any feature that is available in HighGear API.
Using our advanced AI, you can easily create custom automations for HighGear.
Here are some typical actions you can do in your automated workflows.
Create Task
Creates a task
Update Contact
Updates a Contact with new field values
Find Contact
Finds a contact
Find or Create Task (Advanced)
Find a Task, or Create one if not found
Get Contact
Get contact details by contact id
Create Contact
Creates a Contact
About HighGear
HighGear is a true no-code workflow platform that allows everyday business users to build enterprise-grade workflow applications to orchestrate work at scale without writing a single line of code.