Use Zapier to connect REACH and Microsoft Excel. Build your Zaps, automate your workflows and ensure your data is synced between your apps.

Zaps, triggers and actions: Zaps are workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a Zap, and an action is an event a Zap performs.

Here are some example Zaps you can see how you can create automations between REACH and Microsoft Excel.

Note: This are meant to be examples. Triggers and Resulting Actions can change at any time.

To learn how to build your Zaps, please visit our Zapier Integration article.

REACH Triggers > Resulting Microsoft Excel Actions

As an example, when a New Supporter is created in REACH, you can create a Zap to automatically Add a Row in a specific spreadsheet in Microsoft Excel. You will choose the spreadsheet and row when setting up your Zap.

REACH Triggers	Description	Resulting Microsoft Excel Action	Description
New Supporter	Triggers when a new supporter is created.	Add Row	Adds a new row to the end of a worksheet.
New Supporter	Triggers when a new supporter is created.	Add Row to a Table	Adds a new row to the end of a specific table.
Updated Supporter	Triggers when a supporter is updated.	Update Row	Updates a row in a specific worksheet.
New Sponsorship	Triggers when a new sponsorship is created.	Add Row	Adds a new row to the end of a worksheet.
New Sponsorship	Triggers when a new sponsorship is created.	Add Row to a Table	Adds a new row to the end of a specific table.
Updated Sponsorship	Triggers when a sponsorship is updated.	Update Row	Updates a row in a specific worksheet.
New Sponsorship Supporter	Triggers when a new sponsorship supporter is created.	Add Row	Adds a new row to the end of a worksheet.
New Sponsorship Supporter	Triggers when a new sponsorship supporter is created.	Add Row to a Table	Adds a new row to the end of a specific table.
Updated Sponsorship Supporter	Triggers when a sponsorship supporter is updated.	Update Row	Updates a row in a specific worksheet.
New Donation	Triggers when a new donation is created.	Add Row	Adds a new row to the end of a worksheet.
New Donation	Triggers when a new donation is created.	Add Row to a Table	Adds a new row to the end of a specific table.
Updated Donation	Triggers when a donation is updated.	Update Row	Updates a row in a specific worksheet.

Microsoft Excel Triggers > Resulting REACH Actions

As an example, when a New Row is added to your existing spreadsheet in Microsoft Excel, you can create a Zap to automatically Create a Supporter in REACH.

Microsoft Excel Triggers	Description	Resulting Action in REACH
New Row	Triggers when a new row is added to a worksheet in a spreadsheet.	Create Sponsorship, Create Supporter, or Create Donation
New Row in Table	Triggers when a new row is added to a table in a spreadsheet.	Create Sponsorship, Create Supporter, or Create Donation

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