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MySQL, Wealthbox, Microsoft 365 Excel Integrations

Microsoft 365 Excel
MySQL
Wealthbox
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Triggers

Microsoft 365 Excel

Watch Table Rows

Triggers when a new row is added to a table.

Microsoft 365 Excel

Watch Workbooks

Triggers when a workbook is created.

Microsoft 365 Excel

Watch Worksheet Rows

Triggers when a new row is added to a worksheet.

Actions

MySQL

Delete row(s) from a table

MySQL

Execute a query (advanced)

MySQL

Execute a stored procedure

MySQL

Insert row into a table

MySQL

Update row(s) in a table

Wealthbox

Add a Member to a Household

Adds a member to the household.

Wealthbox

Complete a Workflow Step

Completes a workflow step.

Wealthbox

Create a Contact

Creates a new contact.

Wealthbox

Create an Event

Creates a new event.

Wealthbox

Create an Opportunity

Creates a new opportunity.

Wealthbox

Create a Note

Creates a new note.

Wealthbox

Create a Project

Creates a new project.

Wealthbox

Create a Task

Creates a new task.

Wealthbox

Create a Workflow

Creates a new workflow.

Wealthbox

Delete a Contact

Deletes a specific contact using its unique identifier.

Wealthbox

Delete a Member From a Household

Removes a member from a household.

Wealthbox

Delete an Event

Deletes an existing event from your account (workspace).

Wealthbox

Delete an Opportunity

Deletes an existing opportunity from your account (workspace).

Wealthbox

Delete a Project

Deletes an existing project from your account (workspace).

Wealthbox

Delete a Task

Deletes an existing task from your account (workspace).

Wealthbox

Get a Contact

Retrieves a specific contact using its unique identifier.

Wealthbox

Get an Event

Retrieves a specific event using its unique identifier.

Wealthbox

Get an Opportunity

Retrieves a specific opportunity using its unique identifier.

Wealthbox

Get a Note

Retrieves a specific note using its unique identifier. 

Wealthbox

Get a Project

Retrieves a specific project using its unique identifier.

Wealthbox

Get a Task

Retrieves a specific task using its unique identifier.

Wealthbox

Get a Workflow

Retrieves a specific workflow using its unique identifier.

Wealthbox

Make an API Call

Performs an arbitrary authorized API call.

Wealthbox

Revert a Workflow Step

Reverts a workflow step.

Wealthbox

Update a Contact

Updates a specific contact using its unique identifier.

Wealthbox

Update an Event

Updates an existing event with new properties.

Wealthbox

Update an Opportunity

Updates an existing opportunity with new properties.

Wealthbox

Update a Note

Updates an existing note with new properties.

Wealthbox

Update a Project

Updates an existing project with new properties.

Wealthbox

Update a Task

Updates an existing task with new properties.

Wealthbox

Update a Workflow

Updates an existing workflow with new properties.

Microsoft 365 Excel

Add a Table

Adds a new table.

Microsoft 365 Excel

Add a Table Row

Adds a new table row.

Microsoft 365 Excel

Add a Worksheet

Adds a new worksheet to a workbook.

Microsoft 365 Excel

Add a Worksheet Row

Adds a new worksheet row.

Microsoft 365 Excel

Delete a Table

Deletes a table.

Microsoft 365 Excel

Delete a Worksheet Row

Deletes a worksheet row.

Microsoft 365 Excel

Download a Workbook

Downloads the content of a specified Excel workbook.

Microsoft 365 Excel

Get a Table

Gets the metadata of a specified table.

Microsoft 365 Excel

Make an API Call

Performs an arbitrary authorized API call.

Microsoft 365 Excel

Update a Table

Updates an existing table.

Microsoft 365 Excel

Update a Worksheet Row

Updates an existing worksheet row.

Iterators

MySQL

Iterate recordset of a stored procedure

Iterates through recordset received from a stored procedure.

Searches

MySQL

Select row(s) from a table

Wealthbox

List Custom Fields

Fetches every custom field in the authenticated user’s account (workspace).

Wealthbox

List Members of a Customizable Category

Fetches every instance of the specified category name which are owned by the account (workspace) of the user authenticated with the API.

Wealthbox

List Projects

Fetches all of the projects that are accessible by the user.

Wealthbox

List Workflow Templates

Fetches all of the workflow templates that are accessible by the user.

Wealthbox

Search Comments

Searches for comments or fetches all of the comments that are accessible by the user.

Wealthbox

Search Contacts

Searches for contacts or retrieves them all.

Wealthbox

Search Events

Searches for events or fetches all of the events that are accessible by the user.

Wealthbox

Search Notes

Searches for notes or fetches all of the notes that are accessible by the user.

Wealthbox

Search Opportunities

Searches for opportunities or fetches all of the opportunities that are accessible by the user.

Wealthbox

Search Tasks

Searches for tasks or fetches all of the tasks that are accessible by the user.

Wealthbox

Search Workflows

Searches for workflows or fetches all of the workflows that are accessible by the user.

Microsoft 365 Excel

List Table Rows

Retrieves a list of all table rows in a workbook.

Microsoft 365 Excel

List Tables

Retrieves a list of all table objects.

Microsoft 365 Excel

List Worksheet Rows

Retrieves a list of worksheet rows.

Microsoft 365 Excel

List Worksheets

Retrieves a list of worksheet objects.

Microsoft 365 Excel

Retrieve Data

Retrieves data for a given range.

Microsoft 365 Excel

Search Workbooks

Searches for Excel workbooks