--- title: "Connect Inmobalia CRM to Microsoft Excel - APIANT.ai" description: "When \"New Activity Log\" fires in Inmobalia CRM, your agent runs \"Add Table Row\" in Microsoft Excel." canonical: "https://apiant.ai/connect/inmobalia-crm-to-microsoft-excel" --- # Connect Inmobalia CRM to Microsoft Excel When **New Activity Log** fires in [Inmobalia CRM](https://apiant.ai/connections/inmobalia-crm), your agent runs **Add Table Row** in [Microsoft Excel](https://apiant.ai/connections/microsoft-excel). Describe the whole flow and it is built, tested on every scenario and kept running. Inmobalia CRM **12** triggers Inmobalia CRM **39** actions Microsoft Excel **98** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Inmobalia CRM and Microsoft Excel to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Inmobalia CRM can start in Microsoft Excel - When **New Activity Log** in Inmobalia CRM then **Add Table Row** in Microsoft Excel - When **New Activity Task** in Inmobalia CRM then **Add Named Item** in Microsoft Excel Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Inmobalia CRM and Microsoft Excel ## Triggers and actions 12 triggers · 137 actions - Trigger **Activity Log Update** Triggers when an activity log is created or updated in Inmobalia CRM, returning the log's type, subject, details, dates, users and main contact. - Trigger **Activity Task Update** Triggers when an activity task is created or updated in Inmobalia CRM. - Trigger **Contact Update** Triggers when a contact is created or updated in Inmobalia CRM, returning the contact's details and when it last changed. - Trigger **New Activity Log** Triggered when a new activity log is created. - Trigger **New Activity Task** Triggered when a new activity task is created. - Trigger **New Contact** Triggered when a new contact is created in Inmobalia CRM. - Trigger **New Property** Triggers when a new property is created in Inmobalia CRM. - Trigger **New Sale** Triggers when a new sale is created in Inmobalia CRM. - Trigger **New User** Triggered when a new user is created in the agency's Inmobalia CRM account. - Trigger **New WebLead** Triggers when a new web lead is received, such as a website form submission or a lead from an integration. - Trigger **Property Update** Triggers when an existing property is changed, or a new one is added, returning the property's summary details. - Trigger **Sale Update** Triggers when a sale is created or updated in Inmobalia CRM. - Action **Create Activity Log** Creates a completed activity log entry in Inmobalia CRM, optionally linked to contacts, properties, developments, bookings and agents, and returns its id. - Action **Create Activity Log Comment** Adds a comment to an existing activity log in Inmobalia CRM, recorded under the connected user, and returns the new comment. - Action **Create Activity Task** Creates a task in Inmobalia CRM, with its due date and status, optionally linked to contacts, agents, properties, developments and bookings. - Action **Create Activity Task Comment** Adds a comment to an activity task. The authenticated user is recorded as the comment's author. - Action **Create Contact** Creates a new contact in Inmobalia CRM and returns the id of the new contact. - Action **Create Property** Creates a new property listing in Inmobalia CRM and returns its id. New properties start unpublished. - Action **Create Property Description** Adds a description in a chosen language to a property, and returns the description that was created. - Action **Create Property File** Uploads a file, such as a document, floor plan or brochure, to a property and returns the new file's details. - Action **Create Property Image** Uploads a JPEG or PNG image to a property's gallery and returns the new image's details. - Action **Create Property Link** Adds a link, such as a video, virtual tour, floor plan or online brochure, to a property and returns the created link. - Action **Create WebLead** Creates a web lead in Inmobalia CRM from a website form or integration, and returns the new lead. - Action **Find and Get Activity** Returns one activity, either an activity log or an activity task, by its ID. - Action **Find and Get Activity Log** Returns one activity log by its ID, including its subject, details, dates, responsible user, and linked contacts, properties, developments and bookings. - Action **Find and Get Activity Task** Returns one activity task by its ID, including its status, schedule, and linked contacts, users, properties, developments and bookings. - Action **Find and Get Contact by Email** Finds contacts by exact email address and returns the first match along with every matching contact. - Action **Find and Get Contact by ID** Returns a single Inmobalia CRM contact by its ID, including its details, contact types, tags and marketing consent. An error occurs if the contact is not found. - Action **Find and Get Property by ID** Returns the full details of a single property, identified by its ID. - Action **Find and Get Property by Reference** Returns the full details of the property with the given reference, including its pricing, location, features and status. - Action **Find and Get Property Description** Returns a property's description text in the language you specify, including its short, main, extra and price descriptions. - Action **Find and Get Property File by Property Id and File Id** Returns one file attached to a property, including its name, type, link, size and publishing settings, using the property ID and file ID. - Action **Find and Get Property HTML by Property Id and HTML Id** Returns one HTML block of a property, such as a video, virtual tour or brochure embed, including its content and publishing settings. - Action **Find and Get Property Image by Property Id and Image Id** Returns one image of a property, including its temporary link, gallery position, dimensions and publishing status. - Action **Find and Get Property Link by Property Id and Link Id** Returns one link attached to a property, such as a video, virtual tour, floor plan or brochure, using the property's ID and the link's ID. - Action **Find and Get Sale by Code** Returns the sale that has the specified sale code, including its buyer, seller, property, prices, commission and status. - Action **Find and Get Sale by ID** Returns the sale with the given ID, including its buyer, seller, property, price, commission, stage and status. - Action **Find and Get User** Finds a CRM user by their username and returns the user's profile, including name, contact details, language, time zone and whether the user is enabled. - Action **Get All Available Property Features** Returns every property feature in the agency's catalogue, with its code, name and type. - Action **Get All Custom Features** Returns the custom property features your agency has defined, with each feature's code and name. - Action **Get All Property Tags** Returns all the property tags defined in your Inmobalia CRM agency. - Action **Get All Property Types** Returns every property type available in the agency's Inmobalia CRM, with each type's name and category. - Action **Select Location** Returns the locations one level below your selection: the provinces of a country, the cities of a province, the areas of a city, or the subareas of an area. - Action **Update Activity Log** Updates an existing activity log by ID, changing only the fields you fill in, and returns the updated activity log. - Action **Update Activity Task** Updates an existing activity task in Inmobalia CRM and returns the updated task. - Action **Update Contact** Updates an existing contact by ID, changing only the fields you fill in and returning the updated contact. - Action **Update Property** Updates an existing property by ID, changing only the fields you fill in, and returns the updated property. - Action **Update Property Description** Updates the description of a property in a given language, and returns the updated description. - Action **Update Property File** Updates the name, type, language, description and sharing options of a file attached to a property. The file's content itself cannot be replaced. - Action **Update Property Image** Updates an image of a property, including whether it is published on portals, whether it is the main image, and its gallery position. Returns the updated image. - Action **Update Property Link** Updates an existing link on a property, replacing its name, type, web address and sharing options, and returns the updated link. - 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 **Autofit Range** Autofit columns or rows intersecting a workbook range. - 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 Component** Get chart component - 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 Derived Range** Return a range derived from another range by navigation or geometry. - 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 Range Format** Read one formatting component from a workbook range. - 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 Component** Update chart component - 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 Named Item** Update a workbook named item's visibility or comment. - Action **Update Range** Update a range in a worksheet using microsoft graph api. - Action **Update Range Format** Update exactly one formatting component on a workbook range. - 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. ## Each app on its own - [ **Inmobalia CRM** Inmobalia CRM is the online real estate software and secure property MLS network servicing the most...](https://apiant.ai/connections/inmobalia-crm) - [ **Microsoft Excel** Microsoft Excel is a powerful spreadsheet application for data analysis, calculations, and visualization...](https://apiant.ai/connections/microsoft-excel) Reviews ## What our customers say ## More from Inmobalia CRM - [ **Inmobalia CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/inmobalia-crm-to-salesforce) - [ **Inmobalia CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/inmobalia-crm-to-slack) - [ **Inmobalia CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/inmobalia-crm-to-mailchimp) - [ **Inmobalia CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/inmobalia-crm-to-stripe) - [ **Inmobalia CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/inmobalia-crm-to-shopify) - [ **Inmobalia CRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/inmobalia-crm-to-quickbooks-online) ## More into Microsoft Excel - [ **HubSpot to Microsoft Excel** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-microsoft-excel) - [ **Salesforce to Microsoft Excel** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-microsoft-excel) - [ **Slack to Microsoft Excel** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-microsoft-excel) - [ **Google Sheets to Microsoft Excel** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-microsoft-excel) - [ **Gmail to Microsoft Excel** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-microsoft-excel) - [ **Google Calendar to Microsoft Excel** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-microsoft-excel) Questions ## Inmobalia CRM and Microsoft Excel, answered ### ### What can start an automation from Inmobalia CRM? Any of Inmobalia CRM's 12 triggers in the catalog, including New Activity Log, New Activity Task, New Contact and New Property. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Microsoft Excel when something happens in Inmobalia CRM? Any of Microsoft Excel's 98 actions, including Create Folder, Create Workbook, Update Chart and Update Chart Component. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Microsoft Excel to Inmobalia CRM? Microsoft Excel has no triggers in the catalog today, so automations start in Inmobalia CRM. If you need the other direction, ask: your agent reads Microsoft Excel's API documentation and adds it. ### ### Do I have to build a connector for Inmobalia CRM or Microsoft Excel? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Inmobalia CRM and Microsoft Excel without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.