Integration

Connect Attio with Excel

Read and write Excel workbooks stored in OneDrive for Business / SharePoint via Microsoft Graph — add and read table rows, get/update cell ranges, manage worksheets, tables, charts, and sort data. Operates on a workbook file (.xlsx) identified by its DriveItem id. Delegated (on-behalf-of-signed-in-user) only.

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Triggers and actions

What Attio and Excel
bring to a workflow

Triggers are the events in Attio that start a workflow. Actions are the steps it runs in Excel.

Attio

Trigger app

Create, update, and fetch CRM records (people, companies, deals) in Attio.

How it works

Attio and Excel,
working together.

Three steps run automatically, every time.

Attio detects a new event
Something happens in Attio and the workflow is triggered automatically.
Your workflow runs
WorksBuddy instantly connects Attio to Excel no code, no manual steps.

Automate
Attio and Excel today

Put the two apps on autopilot with WorksBuddy no code, ready in minutes.

Excel

Actions

Add Chart
Adds a chart to a worksheet from a source-data range. Returns 200 OK.
Add Row to Table
Adds one or more rows to the end of an Excel table (or at a given index). values is a 2-D array; each inner array is one row matching the table’s columns. Returns 200 OK.
Add Table Column
Adds a column to a table. values is a 2-D array (header row first), index sets the position. Returns 200 OK.
Add Worksheet
Adds a new worksheet to the end of the workbook with an optional name. Returns 201 Created.
Create Workbook Session
Creates a workbook session and returns a session id to pass as the Workbook-Session-Id header on subsequent calls. persistChanges=true saves edits to the file; false keeps them in a temporary server copy. Returns 201 Created. Not supported for personal Microsoft accounts.

Connect Attio with Excel

What Attio and Excel
bring to a workflow

Attio

Attio and Excel,
working together.

Attio detects a new event

Your workflow runs

Automate
Attio and Excel today

More triggers are on the way

Excel

Add Chart

Add Row to Table

Add Table Column

Add Worksheet

Create Workbook Session

Excel performs Add Chart

Connect Attio with Excel

What Attio and Excel bring to a workflow

Attio

Attio and Excel, working together.

Attio detects a new event

Your workflow runs

Automate Attio and Excel today

More triggers are on the way

Excel

Add Chart

Add Row to Table

Add Table Column

Add Worksheet

Create Workbook Session

Excel performs Add Chart

What Attio and Excel
bring to a workflow

Attio and Excel,
working together.

Automate
Attio and Excel today