Microsoft Excel integration with vPlan
How to Create cards on Backlog in vPlan from new rows in Microsoft Excel
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 cards on Backlog in vPlan from new rows in Microsoft Excel" 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 vPlan integrations
vPlan actions
Nekton can use any feature that is available in vPlan API.
Using our advanced AI, you can easily create custom automations for vPlan.
Here are some typical actions you can do in your automated workflows.
Create Activity
Creates an Activity
Create Card on Backlog
Creates a card on the backlog
Create Card on Board
Creates a card on the board
Create Resource
Creates a new Resource
New or Changed Card
Triggers when a new card is added or changed.
Attached or Detached Resource on a Card
Triggers when a resource is attached or detached from a card.
About vPlan
vPlan is a planning tool to plan and track your work.