Placetel integration with Microsoft Excel
How to Update Microsoft Excel rows with new accepted calls in Placetel
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 "Update Microsoft Excel rows with new accepted calls in Placetel" 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 Placetel integrations
Placetel actions
Nekton can use any feature that is available in Placetel API.
Using our advanced AI, you can easily create custom automations for Placetel.
Here are some typical actions you can do in your automated workflows.
Sends a Fax
Send a fax to number
Find Contact
Finds a contact by its phonenumber
Initate Call
Initiates a call
Send SMS
Send a SMS to recipient
Find SipUser
FInds a SipUser
Accepted Call
Triggers when a call is accepted.
About Placetel
The PBX from the cloud. Modern business telephony with more than 150 telephone system functions.