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Automate ClickUp and Microsoft 365 Excel from your AI assistant
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Create your own ClickUp and Microsoft 365 Excel workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
11 triggers, queries, and actions
Cell updated in workbook
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a particular cell is updated within the workbook you specify.
New row added to workbook
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new row is added to a workbook you specify.
Task created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new task has been created.
Task updated
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a task is updated.
Current value of a cell
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the current value of a single cell in your workbook.
Find tasks
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns tasks from a list.
Add row to workbook
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add a single row to the bottom of the worksheet you specify in the workbook.
Create task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new task.
Post a task comment
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will post a comment on a task.
Update cell in workbook
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will update a single cell in the workbook you specify.
Update task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will update a task.
Add row to workbook
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add a single row to the bottom of the worksheet you specify in the workbook.
Cell updated in workbook
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a particular cell is updated within the workbook you specify.
Create task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new task.
Current value of a cell
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the current value of a single cell in your workbook.
Find tasks
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns tasks from a list.
New row added to workbook
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new row is added to a workbook you specify.
Post a task comment
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will post a comment on a task.
Task created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new task has been created.
Task updated
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a task is updated.
Update cell in workbook
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will update a single cell in the workbook you specify.
Update task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will update a task.
Build an automation in seconds!
If
Select a trigger the automation will use
Cell updated in workbook
New row added to workbook
Task created
Task updated
Then
Select an action the automation will perform
Add row to workbook
Create task
Post a task comment
Update cell in workbook
Update task
You can add delays, queries, and more actions in the chat.
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How to connect to a ClickUp automation
Find an Applet using ClickUp and Microsoft 365 Excel
Find an automation to connect to, or create your own!Connect IFTTT to your accounts
Securely connect the Applet services to your respective accounts.Finalize and customize your Applet
Review trigger and action settings, and click connect. Simple as that!Make more happen with your credits
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ClickUp and Microsoft 365 Excel tips, tools, and resources
More on ClickUp and Microsoft 365 Excel
About ClickUp
Simplify work and get more done with ClickUp. Plan, track, and manage any type of work with project management that flexes to your needs.
About Microsoft 365 Excel
Microsoft 365 Excel is a powerful spreadsheet program used for organizing, analyzing, and visualizing data. Leverage its capabilities to manage finances, track projects, and perform complex calculations with ease. Connect Microsoft 365 Excel to IFTTT to automate data entry, generate reports, and trigger actions based on spreadsheet changes. Optimize your data workflows and enhance productivity across your personal and professional tasks.