Ponto integration with Microsoft Excel
How to Create Microsoft Excel spreadsheet rows from new transactions detected in Ponto
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 Microsoft Excel spreadsheet rows from new transactions detected in Ponto" 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 Ponto integrations
Ponto actions
Nekton can use any feature that is available in Ponto API.
Using our advanced AI, you can easily create custom automations for Ponto.
Here are some typical actions you can do in your automated workflows.
Create Payment
Creates a new payment from your account which can be signed in the Ponto Dashboard.
New Balance
Triggers when a new balance is detected for an account.
New Transaction
Triggers when an account has a new transaction.
About Ponto
Ponto lets companies automate their finances by offering an API on top of 150+ European banks. Ponto is an Isabel Group product licensed in Belgium.