Connect HubSpot to Microsoft Excel

Both apps 257HubSpot 166Microsoft Excel 91

• Trigger
  Company deleted

  Triggered on deletion of existing company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Contact deleted

  Triggered on deletion of existing contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Deal deleted

  Triggered on deletion of existing deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Deal stage changed

  Triggers when a deal moves to a new stage in a pipeline.

• Trigger
  Form submitted

  Triggers when a contact submits the chosen HubSpot form. Turning the automation on creates a HubSpot workflow that forwards each submission; turning it off deletes that workflow. Requires a HubSpot plan whose workflows can send webhooks.

• Trigger
  New associated object

  Triggers when a new record of one CRM object type becomes associated with a record of another object type (for example, a deal linked to a company).

• Trigger
  New blog post

  Triggers on a new blog post added to the selected blog.

• Trigger
  New calendar task +30d

  Triggered when a new calendar task is created in the next 30 days. Note: this applies to HubSpot (Marketing), and not HubSpot CRM's tasks. Note: only supports up to 499 tasks in the next 30 days, an error will occur if more than 499 tasks exist.

• Trigger
  New company

  Triggered when a new company is added.

• Trigger
  New company (instant)

  Triggered on creation of new company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  New contact

  Triggered on creation of new contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  New deal

  Triggered on creation of new deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  New note added to contact

  Triggers when a note linked to a contact is added in HubSpot.

• Trigger
  New or changed engagements

  Triggers on new or changed engagements.

• Trigger
  New or updated company

  Triggered when a company is created or modified

• Trigger
  New or updated contact

  Triggers on new or updated contacts.

• Trigger
  New or updated contact (Custom Fields Included)

  Triggered when a contact is created or updated.

• Trigger
  New or updated deal

  Triggered when a deal is created or updated.

• Trigger
  New or updated ticket

  Triggered when a ticket is created or updated.

• Trigger
  New social media message

  Triggered when a new social media message is added.

• Trigger
  New ticket

  Triggers when new ticket is available.

• Trigger
  Ticket property changed

  Triggered when the chosen property changes on a ticket

• Trigger
  Two-way sync new or updated companies

  A trigger for two-way syncing new and updated companies, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Two-way sync new or updated contacts

  A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Updated company custom property

  Triggered when the selected custom property is updated on a company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Updated contact

  Triggered when a contact is updated.

• Trigger
  Updated contact custom property

  Triggered when the selected custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Updated contact custom property by name

  Triggered when the specified custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Updated deal custom property

  Triggered when the selected custom property is updated on a deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Action
  Add company

  Adds a new company.

• Action
  Add contact

  Adds a new contact. An error occurs if the email already exists. If a company name is found, the contact is associated with the company. Emits the contact ID if added.

• Action
  Add contact to list

  Adds a contact to the specified contact list.

• Action
  Add contact to workflow

  Enrolls a contact to a workflow provided the workflow ID and the contact email.

• Action
  Add custom object record

  Adds a record to the specified custom object.

• Action
  Add deal

  Creates a new deal and optionally associates it with a contact and/or company.

• Action
  Add meeting

  Creates a meeting engagement.

• Action
  Add or update company

  Adds a new company if the name does not already exist, otherwise updates the existing company. Only non-empty properties are updated.

• Action
  Add or update contact

  Adds or updates a contact. If a company name is found, the contact is associated with the company. The ID of the added/updated contact is emitted as output.

• Action
  Add or update deal

  Searches for a deal by name. If found it updates it, if not it adds it. If a contact email or company name is provided, the deal is associated with them if found.

• Action
  Add ticket

  Adds a new ticket.

• Action
  Append company dropdown property values

  Appends one or more values to a company dropdown property. An error occurs if the named property is not found.

• Action
  Append company multi-select property dropdown values

  Appends one or more dropdown values to a company multi-select property. An error occurs if the named property is not found.

• Action
  Append contact dropdown property values

  Appends one or more values to a contact dropdown property. An error occurs if the named property is not found.

• Action
  Append contact multi-select property dropdown values

  Appends one or more dropdown values to a contact multi-select property. An error occurs if the named property is not found.

• Action
  Append deal dropdown property values

  Appends one or more values to a deal dropdown property. An error occurs if the named property is not found.

• Action
  Append deal multi-select property dropdown values

  Appends one or more dropdown values to a deal multi-select property. An error occurs if the named property is not found.

• Action
  Append ticket dropdown property values

  Appends one or more values to a ticket dropdown property. An error occurs if the named property is not found.

• Action
  Append ticket multi-select property values

  Appends one or more values to a ticket multi-select property. An error occurs if the named property is not found.

• Action
  Clear contact property value

  Erases the value of specified property for the specified contact.

• Action
  Clear deal property value

  Erases the value of specified property for the specified deal.

• Action
  Clear ticket property value

  Erases the value of specified property for the specified ticket.

• Action
  Convert to valid property name

  Converts a string value into a valid property name. Property names must begin with a letter and contain only up to 100 lowercase letters, numbers, or underscores, without any spaces, commas, or special characters.

• Action
  Copy workflow

  Copies the specified workflow. The new workflow will have "COPY" appended to its name.

• Action
  Create a blog post

  Creates a new blog post

• Action
  Create a company property: boolean checkbox

  Creates a boolean checkbox company property. No error occurs if the property already exists.

• Action
  Create a company property: dropdown select

  Creates a dropdown select list company property. No error occurs if the property already exists.

• Action
  Create a company property group

  Creates a company property group. No error occurs if the group already exists.

• Action
  Create a company property: multi-select

  Creates a multi-select list company property. No error occurs if the property already exists.

• Action
  Create a company property: single value

  Creates a company property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create a contact list

  Creates a contact list. An error occurs if the list already exists.

• Action
  Create a contact property: boolean checkbox

  Creates a boolean checkbox contact property. No error occurs if the property already exists.

• Action
  Create a contact property: dropdown select

  Creates a dropdown select list contact property. No error occurs if the property already exists.

• Action
  Create a contact property group

  Creates a contact property group. No error occurs if the group already exists.

• Action
  Create a contact property: multi-select

  Creates a multi-select list contact property. No error occurs if the property already exists.

• Action
  Create a contact property: single value

  Creates a contact property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create a deal pipeline and stages

  Creates a new deal pipeline and up to 10 stages.

• Action
  Create a deal property

  Creates a deal property. No error occurs if the property already exists.

• Action
  Create a deal property: boolean checkbox

  Creates a boolean checkbox deal property. No error occurs if the property already exists.

• Action
  Create a deal property: dropdown select

  Creates a dropdown select list deal property. No error occurs if the property already exists.

• Action
  Create a deal property group

  Creates a deal property group. No error occurs if the group already exists.

• Action
  Create a deal property: multi-select

  Creates a multi-select list deal property. No error occurs if the property already exists.

• Action
  Create a deal property: single value

  Creates a deal property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create an email engagement

  Logs an incoming email in HubSpot and links it to the given contacts, companies and deals.

• Action
  Create a note engagement

  Creates a note in HubSpot and links it to the given contacts, companies, deals and tickets.

• Action
  Create association

  Creates an association between two objects

• Action
  Create association: contact to contact

  Creates an association between two contacts

• Action
  Create association type

  Creates an association type between two objects. An error occurs if the association already exists.

• Action
  Create a task engagement

  Creates a new task engagement.

• Action
  Create a ticket property: boolean checkbox

  Creates a boolean checkbox ticket property. No error occurs if the property already exists.

• Action
  Create a ticket property: dropdown select

  Creates a dropdown select list ticket property. No error occurs if the property already exists.

• Action
  Create a ticket property group

  Creates a ticket property group. No error occurs if the group already exists.

• Action
  Create a ticket property: multi-select

  Creates a multi-select list ticket property. No error occurs if the property already exists.

• Action
  Create a ticket property: single value

  Creates a ticket property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create custom association

  Creates an association between two objects using a custom association type. Use the "get association types" action to obtain the custom association type.

• Action
  Create record

  Creates a record of the selected CRM object type with the supplied properties.

• Action
  CRM card: set display values

  Builds the results payload a HubSpot CRM card data-fetch request expects: one card entry carrying the record id it describes, its title, an optional link, and the property rows to display.

• Action
  Delete contact

  Deletes a contact provided its contact ID.

• Action
  Delete contact list

  Deletes a contact list specified by ID.

• Action
  Delete contact secondary email

  Deletes the specified secondary email for the specified contact. An error will occur if either the contact or secondary email is not found.

• Action
  Delete deal

  Deletes a deal provided its deal ID.

• Action
  Delete record

  Deletes a record of the selected CRM object type by ID.

• Action
  Delete ticket

  Deletes a ticket provided a ticket ID.

• Action
  Find companies associated to contact

  Returns up to 500 company IDs associated with the specified contact

• Action
  Find company by name

  Searches for a company by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.

• Action
  Find company by property

  Searches for a company by property (case-insensitive) and emits the company's information. Only the first matching company is emitted. If no matches are found, an error occurs.

• Action
  Find contact by email

  Finds a contact by email. If the contact is not found, no information is emitted and no error occurs.

• Action
  Find contact by property

  Search HubSpot contacts by any property name/value pair (EQ filter). Returns the first matching contact's standard fields.

• Action
  Find contact list by name

  Look up a contact list by its name and return its v3 list id. Use this instead of 'Get all contact lists' whenever the id will be passed to a v3 endpoint such as 'Add contact to list': the v1 lists endpoint returns ids from a different id space, and feeding a v1 id to a v3 endpoint silently targets a different list.

• Action
  Find contacts by property

  Returns contact IDs for all contacts matching the specified property value.

• Action
  Find custom object records associated to contact

  Given a HubSpot contact ID and a custom object type, returns the IDs of all custom object records associated to that contact. Paginated via the v4 associations API. Used by the CRMConnect v3.8 membership reconciliation pass.

• Action
  Find custom object records by property

  Returns record IDs for all records of the specified custom object matching the specified property value.

• Action
  Find deal by name

  Searches for a deal by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.

• Action
  Find deal by property

  Searches for a deal by property (case-insensitive) and emits its information. Only the first matching deal is emitted. If no matches are found, an error occurs.

• Action
  Find deals associated to company

  Returns up to 500 deal IDs associated with the specified company

• Action
  Find deals associated to contact

  Returns up to 500 deal IDs associated with the specified contact

• Action
  Find owner by email

  Fetches owner details for an owner with the specified email address.

• Action
  Find pipeline by name

  Finds a pipeline provided its name and its type.

• Action
  Find recently modified deals

  Returns recently modified deals.

• Action
  Get associated records with labels

  List the records associated to a record, including the label and type of each association.

• Action
  Get association types

  Returns all association types between the specified two object types.

• Action
  Get calls for contact

  Returns all calls with the specified contact, optionally within a specified datetime range.

• Action
  Get calls for deal

  Returns all calls with the specified deal, optionally within a specified datetime range.

• Action
  Get company

  Returns company details for the specified ID.

• Action
  Get contact

  Returns contact details for the specified ID.

• Action
  Get contact list

  Read a single contact list by its ID.

• Action
  Get contact secondary emails

  Returns all secondary emails for the specified contact.

• Action
  Get custom object records batch by IDs

  Given a custom object type, a comma-separated list of record IDs, and a comma-separated list of property API names, returns one record per ID with the requested properties, one batch per call. Used by the CRMConnect v3.8 membership reconciliation pass.

• Action
  Get deal

  Returns details for the deal with the specified ID.

• Action
  Get emails for contact

  Returns all emails with the specified contact, optionally within a specified datetime range.

• Action
  Get emails for deal

  Returns all emails with the specified deal, optionally within a specified datetime range.

• Action
  Get meetings for contact

  Returns all meetings with the specified contact, optionally within a specified datetime range.

• Action
  Get meetings for deal

  Returns all meetings with the specified deal, optionally within a specified datetime range.

• Action
  Get notes for contact

  Returns all notes with the specified contact, optionally within a specified datetime range.

• Action
  Get notes for deal

  Returns all notes with the specified deal, optionally within a specified datetime range.

• Action
  Get Object by Field Value

  Looks up a record of the selected HubSpot CRM object type by an exact match on a single property (the Object, Field, and Value settings), returning the first matching record ID.

• Action
  Get object property info

  Returns information for the specified property for the specified company, contact, or deal object type.

• Action
  Get owner

  Returns details for the owner with the specified ID.

• Action
  Get record

  Returns a single record of the selected CRM object type by ID.

• Action
  Get tasks for contact

  Returns all tasks with the specified contact, optionally within a specified datetime range.

• Action
  Get tasks for deal

  Returns all tasks with the specified deal, optionally within a specified datetime range.

• Action
  Get ticket

  Returns details for the ticket with the specified ID.

• Action
  Get total number of contacts having property

  Returns the total number of contacts having the specified property.

• Action
  Import records from CSV into object

  Imports records from a CSV file into a specified object.

• Action
  List all workflows

  Returns the name and id of all workflows visible in the portal.

• Action
  List contact IDs of a company

  Given a company ID, finds all contacts in that company.

• Action
  List contact list memberships (v3)

  Returns the contacts that are currently members of a HubSpot contact list, identified by the list's v3 (ILS) id.

• Action
  List owners

  Returns a list of HubSpot account owners, supporting pagination and optional filtering by email.

• Action
  List pipelines

  Returns the pipelines for deals or tickets, depending on which object type you select.

• Action
  List pipeline stages

  Returns the stages in a specific deal or ticket pipeline.

• Action
  List records

  Lists records of the selected CRM object type.

• Action
  Log call

  Logs a completed call in HubSpot and links it to the given contacts.

• Action
  Merge contacts

  Merge two contact records. The contact ID will be treated as the primary contact, and the contact ID to merge will be treated as the secondary contact. Most recent property values such as email and name will overwrite older values.

• Action
  Parse property option errors

  Emits arrays of property and option names parsed from the input error message. Empty arrays are emitted if the input error message is empty.

• Action
  Remove contact from list (v3)

  Removes a contact from a HubSpot contact list, using the list's v3 (ILS) id. Only MANUAL and SNAPSHOT lists accept membership changes.

• Action
  Search contact lists (v3)

  Returns the contact lists in the connected HubSpot account, optionally narrowed by a name search, processing type, or object type. Each list comes back with its ILS (v3) list id, name and processing type.

• Action
  Search records

  Searches records of the selected CRM object type by filter criteria.

• Action
  Submit a form

  Submits a form to the Forms API

• Action
  Two-way sync add or update a company

  An action for two-way syncing new and updated companies, with enhanced on-the-fly mapping using company names for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.

• Action
  Unsubscribe contact from all lists

  Unsubscribes a contact from all lists.

• Action
  Update company

  Updates an existing company specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update company multi-select property - check value

  Updates the specified multi-select property for the specified company such that the specified value is checked if not already checked.

• Action
  Update company multi-select property - uncheck value

  Updates the specified multi-select property for the specified company such that the specified value is unchecked (removed).

• Action
  Update contact

  Updates an existing contact specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update contact multi-select property - check value

  Updates the specified multi-select property for the specified contact such that the specified value is checked if not already checked.

• Action
  Update contact multi-select property - uncheck value

  Updates the specified multi-select property for the specified contact such that the specified value is unchecked (removed).

• Action
  Update contact properties

  Updates the values of up to 6 specified properties for the specified contact. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update custom object multi-select property - check value

  Updates the specified multi-select property for the specified custom object record such that the specified value is checked if not already checked.

• Action
  Update custom object record

  Updates a specified record in the specified custom object.

• Action
  Update custom object record pipeline and stage

  Updates the specified custom object record to place it in the specified pipeline and stage.

• Action
  Update deal

  Updates an existing deal specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased, and the related calculated amounts (amount in home currency, forecast amount) are left intact. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update deal multi-select property - check value

  Updates the specified multi-select property for the specified deal such that the specified value is checked if not already checked.

• Action
  Update deal multi-select property - uncheck value

  Updates the specified multi-select property for the specified deal such that the specified value is unchecked (removed).

• Action
  Update record

  Updates properties on a record of the selected CRM object type by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update ticket multi-select property - check value

  Updates the specified multi-select property for the specified ticket such that the specified value is checked if not already checked.

• Action
  Update ticket multi-select property - uncheck value

  Updates the specified multi-select property for the specified ticket such that the specified value is unchecked.

• Action
  Upload Files

  Imports a file into the HubSpot File Manager from a public URL (asynchronous import). Set the source URL plus optional name, public/indexable access, and hidden flag; emits the created file reference.

• Action
  Add Chart

  Add a chart to a worksheet using microsoft graph api.

• Action
  Add Named Item

  Add Named Item

• Action
  Add Sharepoint Worksheet

  Add a new worksheet to a sharepoint excel workbook using microsoft graph sites api.

• Action
  Add Table

  Create a table over a range in an Excel workbook.

• Action
  Add Table Column

  Add a column to a table using microsoft graph api.

• Action
  Add Table Row

  Add a row to a table using microsoft graph api.

• Action
  Add Workbook Permission

  Tool to grant access to a workbook via invite. use when you need to share a specific workbook file with designated recipients and roles.

• Action
  Add Worksheet

  Add a new worksheet to an excel workbook using microsoft graph api.

• Action
  Apply Table Filter

  Apply a filter to a table column using microsoft graph api.

• Action
  Apply Table Sort

  Apply a sort to a table using microsoft graph api.

• Action
  Calculate Function

  Run one allowlisted Microsoft Graph v1.0 workbook function.

• Action
  Calculate Workbook

  Calculate Excel Workbook

• Action
  Clear Range

  Tool to clear values, formats, or contents in a specified worksheet range. use when you need to reset cells before adding new data.

• Action
  Clear Table Filter

  Clear a filter from a table column using microsoft graph api.

• Action
  Clear Table Filters

  Clear All Table Filters

• Action
  Clear Table Sort

  Clear Table Sort

• Action
  Close Session

  Tool to close an existing excel workbook session. use when you need to explicitly end a persistent session to release workbook locks.

• Action
  Convert Table To Range

  Convert a table to a range using microsoft graph api.

• Action
  Copy Drive Item

  Create a non-destructive asynchronous copy of a file or folder. Metadata and permissions are not copied; the new item inherits destination-folder permissions. Version history is copied only when explicitly requested.

• Action
  Create Folder

  Create a folder under a parent Microsoft Graph drive item.

• Action
  Create Workbook

  Create an .xlsx workbook in the user's OneDrive, from a file URL or blank.

• Action
  Delete Named Item

  Permanently delete a workbook-scoped named item; this cannot be undone.

• Action
  Delete Range

  Delete worksheet cells and shift the remaining cells up or left.

• Action
  Delete Table

  Permanently delete an Excel table by its ID or name.

• Action
  Delete Table Column

  Delete a column from a table using microsoft graph api.

• Action
  Delete Table Row

  Delete a row from a table using microsoft graph api.

• Action
  Delete Worksheet

  Tool to delete a worksheet from the workbook. use when cleaning up unused or temporary sheets after verifying no dependencies exist. example: "delete 'sheet2' after review."

• Action
  Export Workbook To Pdf

  Tool to export an Excel workbook to PDF via Microsoft Graph's format conversion. Use when you need a PDF version of an Excel file for sending, storing, or attaching.

• Action
  Get Application

  Get Excel Application

• Action
  Get Chart

  Get chart

• Action
  Get Chart Axis

  Tool to retrieve a specific axis from a chart. use when you need properties like min, max, interval, and formatting of the chart axis.

• Action
  Get Chart Data Labels

  Tool to retrieve the data labels object of a chart. use when you need to inspect label settings like position, separator, and visibility flags after creating or updating a chart.

• Action
  Get Chart Image

  Get chart image

• Action
  Get Chart Legend

  Tool to retrieve the legend object of a chart. use after creating or updating a chart when you need to inspect legend visibility and formatting.

• Action
  Get Chart Point

  Get chart point

• Action
  Get Chart Series

  Get chart series

• Action
  Get Named Item

  Retrieve a workbook-scoped named item by exact name.

• Action
  Get Named Item Range

  Get Named Item Range

• Action
  Get Range

  Get a range from a worksheet using microsoft graph api.

• Action
  Get Session

  Create a session for an excel workbook using microsoft graph api.

• Action
  Get Sharepoint Range

  Get a range from a worksheet in sharepoint using microsoft graph sites api.

• Action
  Get Sharepoint Worksheet

  Get a worksheet by name or id from a sharepoint excel workbook using microsoft graph sites api.

• Action
  Get Table

  Retrieve one workbook- or worksheet-addressed table by ID or exact name.

• Action
  Get Table Column

  Tool to retrieve a specific column from a workbook table. use when you need to fetch column properties and data by its id or name.

• Action
  Get Table Column Range

  Get Table Column Range

• Action
  Get Table Range

  Get Table Range

• Action
  Get Table Row

  Get Table Row

• Action
  Get Table Row Range

  Get Table Row Range

• Action
  Get Table Sort

  Get Table Sort

• Action
  Get Visible Range

  Read cells visible after worksheet filtering.

• Action
  Get Workbook

  Tool to retrieve the properties and relationships of a workbook. use when you need to inspect comments, names, tables, or worksheets.

• Action
  Get Worksheet

  Get a worksheet by name or id from an excel workbook using microsoft graph api.

• Action
  Get Worksheet Protection

  Get Worksheet Protection

• Action
  Get Worksheet Used Range

  Tool to retrieve a worksheet's used range (active data region) without specifying a fixed range address. Use when you need to read all data from a sheet but don't know the exact range. The valuesOnly option helps filter out formatting-only cells.

• Action
  Insert Range

  Tool to insert a new cell range into a worksheet, shifting existing cells down or right. use when you need to create space for new content without overwriting.

• Action
  List Chart Points

  List chart points

• Action
  List Charts

  List charts in a worksheet using microsoft graph api.

• Action
  List Chart Series

  Tool to list all data series in a chart. use when you need to enumerate chart series for further analysis.

• Action
  List Comments

  Tool to list comments in an excel workbook. use when you need to retrieve all workbook comments via microsoft graph api.

• Action
  List Drive Item Children

  Tool to list immediate children (files/folders) of a folder DriveItem using driveId and itemId. Returns an array of child DriveItems with stable identifiers and pagination support.

• Action
  List Files

  List files and folders in a drive root or specified path.

• Action
  List Named Items

  List named items in a workbook using microsoft graph api.

• Action
  List Sharepoint Tables

  List tables in a sharepoint worksheet using microsoft graph sites api.

• Action
  List Sharepoint Worksheets

  List worksheets in an excel workbook stored in sharepoint using microsoft graph sites api.

• Action
  List Table Columns

  List columns in a table using microsoft graph api.

• Action
  List Table Rows

  List rows in a table using microsoft graph api.

• Action
  List Tables

  List tables in a worksheet using microsoft graph api.

• Action
  List Workbook Permissions

  Tool to list permissions set on the workbook file. use when you need to see which users or links have access to a specific excel file by supplying its drive and item ids. example: "list permissions for workbook with drive id 'b!abc123' and item id '0123456789abcdef'."

• Action
  List Worksheets

  List worksheets in an excel workbook using microsoft graph api.

• Action
  Merge Cells

  Merge cells in a worksheet range using microsoft graph api.

• Action
  Protect Worksheet

  Tool to protect a worksheet using optional protection options. use when you need to prevent editing certain parts of a sheet before sharing. example: "protect 'sheet1' to lock formatting and sorting."

• Action
  Reapply Table Filters

  Reapply All Table Filters

• Action
  Reapply Table Sort

  Reapply Table Sort

• Action
  Refresh Session

  Refresh Excel Session

• Action
  Search Files

  Tool to search OneDrive drive items by query to discover Excel workbook IDs. Use when you need to find Excel files by name before performing workbook operations.

• Action
  Search Microsoft 365 Content

  Search OneDrive and SharePoint content using Microsoft Search.

• Action
  Set Chart Data

  Set chart data

• Action
  Set Chart Position

  Set chart position

• Action
  Sort Range

  Sort a range in a worksheet using microsoft graph api.

• Action
  Unmerge Range

  Split a merged worksheet range back into separate cells.

• Action
  Unprotect Worksheet

  Remove protection from a worksheet so it can be edited again.

• Action
  Update Chart

  Update a chart in a worksheet using microsoft graph api.

• Action
  Update Chart Legend

  Tool to update formatting or position of a chart legend. use when adjusting legend settings after confirming chart and worksheet exist.

• Action
  Update Chart Series

  Rename one Excel chart series by ID or zero-based collection position.

• Action
  Update Range

  Update a range in a worksheet using microsoft graph api.

• Action
  Update Sharepoint Range

  Update a range in a sharepoint worksheet using microsoft graph sites api.

• Action
  Update Table

  Update a table in a workbook using microsoft graph api.

• Action
  Update Table Column

  Update Table Column

• Action
  Update Table Row

  Update Table Row

• Action
  Update Worksheet

  Update worksheet properties (name, position) in an excel workbook using microsoft graph api.

• Action
  Upload Workbook

  Tool to upload an external Excel file from a URL into OneDrive/SharePoint. Downloads the file server-side and uploads it to the specified drive location, returning the driveItem metadata for subsequent Excel operations.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.