Connect Kiwili to Microsoft Excel

Both apps 213Kiwili 115Microsoft Excel 98

• Trigger
  Accounting Code Created

  Triggers when a new Accounting Code is created.

• Trigger
  Accounting Code Deleted

  Triggers when an Accounting Code is deleted.

• Trigger
  Accounting Code Updated

  Triggers when an Accounting Code is updated.

• Trigger
  Bank Account Created

  Triggers when a new Bank Account is created.

• Trigger
  Bank Account Deleted

  Triggers when a Bank Account is deleted.

• Trigger
  Contact Created

  Triggers when a new Contact is created.

• Trigger
  Contact Deleted

  Triggers when a Contact is deleted.

• Trigger
  Contact Updated

  Triggers when a Contact is updated.

• Trigger
  Enterprise Created

  Triggers when an Enterprise is created.

• Trigger
  Enterprise Deleted

  Triggers when an Enterprise is deleted.

• Trigger
  Enterprise Updated

  Triggers when an Enterprise is updated.

• Trigger
  Expense Account Created

  Triggers when an Expense Account is created.

• Trigger
  Expense Account Deleted

  Triggers when an Expense Account is deleted.

• Trigger
  Expense Account Updated

  Triggers when an Expense Account is updated.

• Trigger
  Invoice Created

  Triggers when an Invoice is created.

• Trigger
  Invoice Deleted

  Triggers when an Invoice is deleted.

• Trigger
  Invoice Payment Created

  Triggers when an Invoice Payment is created.

• Trigger
  Invoice Payment Updated

  Triggers when an Invoice Payment is updated.

• Trigger
  Invoice Updated

  Triggers when an Invoice is updated.

• Trigger
  Payment Type Created

  Triggers when a new Payment Type is created.

• Trigger
  Payment Type Deleted

  Triggers when a Payment Type is deleted.

• Trigger
  Payment Type Updated

  Triggers when a Payment Type is updated.

• Trigger
  Product Created

  Triggers when an Product is created.

• Trigger
  Product Deleted

  Triggers when an Product is deleted.

• Trigger
  Product Updated

  Triggers when an Product is updated.

• Trigger
  Project Created

  Triggers when a Project is created.

• Trigger
  Project Deleted

  Triggers when a Project is deleted.

• Trigger
  Project Step Deleted

  Triggers when a project step is deleted.

• Trigger
  Project Updated

  Triggers when a Project is updated.

• Trigger
  Service Created

  Triggers when a Service is created.

• Trigger
  Service Deleted

  Triggers when a Service is deleted.

• Trigger
  Service Updated

  Triggers when a Service is updated.

• Trigger
  Sprint Created

  Triggers when a Sprint is created.

• Trigger
  Sprint Updated

  Triggers when a Sprint is updated.

• Trigger
  Task Created

  Triggers when a Task is created.

• Trigger
  Task Updated

  Triggers when a Task is updated.

• Trigger
  Tax Profile Created

  Triggers when an Tax Profile is created.

• Trigger
  Tax Profile Deleted

  Triggers when an Tax Profile is deleted.

• Trigger
  Tax Profile Updated

  Triggers when an Tax Profile is updated.

• Trigger
  Time Entry Created

  Triggers when a Time Entry is created.

• Trigger
  Time Entry Deleted

  Triggers when a Time Entry is deleted.

• Trigger
  Time Entry Updated

  Triggers when a Time Entry is updated.

• Action
  Create Accounting Code

  Creates a new accounting code in Kiwili's chart of accounts, with its code number, description, accounting class and tax reclaim percentage.

• Action
  Create Bank Account

  Creates a new bank account in Kiwili with its name, currency and optional banking details.

• Action
  Create Contact

  Creates a new contact under an enterprise (client company) in Kiwili.

• Action
  Create Enterprise

  Creates a new enterprise (client, prospect or provider company) in Kiwili and returns the created enterprise record.

• Action
  Create Expense Account

  Creates a new expense account in Kiwili, used to categorize expenses with a default price, tax profile and accounting code.

• Action
  Create Invoice

  Creates a new invoice for a client enterprise in Kiwili, with one or more product or service lines.

• Action
  Create Invoice Payment

  Records a payment against an existing invoice in Kiwili, with its amount, date, payment type and bank account.

• Action
  Create Payment Type

  Creates a new payment type in Kiwili.

• Action
  Create Product

  Creates a new product in Kiwili, with its price, identifiers, tax profile, accounting code, inventory and resale settings.

• Action
  Create Project

  Creates a new project in Kiwili for an enterprise (client), with optional billing type, budget, rate, team and services.

• Action
  Create Project Step

  Creates a new step (phase) within a Kiwili project, with optional budget, dates, administrator and team allocation.

• Action
  Create Service

  Creates a new service in Kiwili, with its name, rate, category, tax profile and accounting code.

• Action
  Create Sprint

  Creates a new sprint in Kiwili with its dates, administrator and optional resources.

• Action
  Create Task

  Creates a new task in Kiwili, optionally linked to a project, client, sprint or service and assigned to a user.

• Action
  Create Tax Profile

  Creates a new tax profile in Kiwili, with up to two tax rates, their labels and registration numbers.

• Action
  Create Time Entry

  Creates a time entry in Kiwili, logging hours worked by a user on a project step and service.

• Action
  Delete Accounting Code

  Deletes an accounting code from your Kiwili account. Only accounting codes that are not in use can be deleted.

• Action
  Delete Bank Account

  Deletes a bank account from Kiwili. Only bank accounts that are not used anywhere can be deleted.

• Action
  Delete Contact

  Deletes a contact from your Kiwili account.

• Action
  Delete Enterprise

  Deletes an enterprise (company client) from Kiwili. Only enterprises that are not in use can be deleted.

• Action
  Delete ExpenseAccount

  Deletes an unused expense account in Kiwili.

• Action
  Delete Invoice

  Deletes an invoice in Kiwili. Only invoices still in Draft status can be deleted.

• Action
  Delete Payment Type

  Deletes a payment type from your Kiwili account. Only payment types not used by any payment can be deleted.

• Action
  Delete Product

  Deletes a product from your Kiwili account. Only products that are not used on any document can be deleted.

• Action
  Delete Project

  Deletes a project in Kiwili. Only projects that are not in use can be deleted.

• Action
  Delete Project Step

  Deletes a project step in Kiwili. Only steps that are not in use can be deleted.

• Action
  Delete Service

  Deletes a service from your Kiwili account. Only services not used on any document can be deleted.

• Action
  Delete Tax Profile

  Deletes a tax profile from your Kiwili account. Only tax profiles that are not in use can be deleted.

• Action
  Delete Time Entry

  Deletes a time entry from your Kiwili account.

• Action
  Find Accounting Code

  Returns the accounting codes that match the search text or filters you specify, such as code, description or accounting class.

• Action
  Find Bank Account

  Returns the Kiwili bank accounts that match the search text or the filters you supply, such as name, currency, account number or accounting code.

• Action
  Find Enterprise

  Searches the enterprises (companies and clients) in your Kiwili account by name, email, code or any other property and returns the ones that match.

• Action
  Find ExpenseAccount

  Searches the expense accounts in your Kiwili account by text, name, category, tax profile, price or other criteria and returns the matching expense accounts.

• Action
  Find Payment Type

  Returns the payment types in your Kiwili account that match a name, search text or id range.

• Action
  Find Product

  Returns the products in your Kiwili account that match the search text or filters you supply, such as name, SKU, UPC, category or price range.

• Action
  Find Project

  Searches Kiwili projects by name, code, client, contact or other project details and returns the matching projects.

• Action
  Find Project Step

  Searches the project steps in your Kiwili account by text, project, name, dates, budget or completion, and returns the matching steps.

• Action
  Find Service

  Searches the services in your Kiwili account by text, name, number, category, rate and other criteria, and returns the matching services.

• Action
  Find Sprint

  Searches the sprints in your Kiwili account by text, name, dates, administrator or other criteria and returns the matching sprints.

• Action
  Find Task

  Returns the tasks that match the search text or the filters you choose, such as summary, project, assignee, status or due date.

• Action
  Find TaxProfile

  Finds tax profiles in Kiwili by search text, description, tax labels, numbers or rates, and returns the matching tax profiles.

• Action
  Get Accounting Code

  Returns one accounting code from your Kiwili chart of accounts by its id, including its code number, description, accounting class and tax reclaim percentage.

• Action
  Get Bank Account

  Returns a single bank account from your Kiwili account by its ID, including its name, currency, account numbers and accounting code.

• Action
  Get Contact

  Returns a single Kiwili contact by its ID, including name, email, phone numbers, address and the enterprise it belongs to.

• Action
  Get Enterprise

  Returns a Kiwili enterprise (client, prospect or provider company) by its id, with its address, contact details and billing settings.

• Action
  Get ExpenseAccount

  Returns a single expense account from Kiwili, including its name, description, default price, category, tax profile and accounting code.

• Action
  Get Invoice

  Returns a single Kiwili invoice by its id, including its lines, totals, balance, status and payment details.

• Action
  Get InvoicePayment

  Returns a single invoice payment from Kiwili by its id, including the amount, payment date, invoice and bank account it belongs to.

• Action
  Get Payment Type

  Returns a single payment type (such as cash, cheque or credit card) by its id.

• Action
  Get Product

  Returns a single product from Kiwili by its id, including its price, SKU, category, tax profile and inventory settings.

• Action
  Get Project

  Returns a single Kiwili project by its ID, including its client, billing type, budget, team and services.

• Action
  Get Project Step

  Returns a single project step (phase) of a Kiwili project by its ID, including its dates, budget, completion and team.

• Action
  Get Service

  Returns a single Kiwili service by its id, including its name, number, rate, category, tax profile and accounting code.

• Action
  Get Sprint

  Returns a single Kiwili sprint by its id, including its dates, administrator and assigned resources.

• Action
  Get Task

  Returns a single Kiwili task by its id, including its summary, status, priority, dates, assignee and linked project, sprint and enterprise.

• Action
  Get TaxProfile

  Returns a single Kiwili tax profile by its id, including its tax rates, labels and tax numbers.

• Action
  Get Time Entry

  Returns a single time entry by its id, including date, hours, start and end times, user, project, service and billing status.

• Action
  Update Accounting Code

  Updates an existing accounting code in Kiwili, changing its code number, description, accounting class or tax reclaim percentage. Fields left blank keep their current values.

• Action
  Update Bank Account

  Updates an existing bank account in Kiwili, such as its name, description, currency, account numbers, credit limit or active status.

• Action
  Update Contact

  Updates an existing contact in Kiwili, such as their name, email, phone, address or enterprise. Fields left blank are not changed.

• Action
  Update Enterprise

  Updates an existing enterprise (client, prospect or provider company) in Kiwili. Only the fields you fill in are changed.

• Action
  Update ExpenseAccount

  Updates an existing expense account in Kiwili, such as its name, description, default price, category, tax profile or accounting code.

• Action
  Update Invoice

  Updates an existing invoice in Kiwili, including its client, dates, lines, taxes and status. Returns the updated invoice.

• Action
  Update InvoicePayment

  Updates an existing invoice payment in Kiwili, such as its amount, date, payment type or bank account.

• Action
  Update Payment Type

  Updates the name of an existing payment type in Kiwili.

• Action
  Update Product

  Updates an existing product in Kiwili, changing only the details you provide, and returns the updated product.

• Action
  Update Project

  Updates an existing project in Kiwili, such as its name, client, billing type, budget, rate or team, and returns the updated project.

• Action
  Update Project Step

  Updates an existing project step in Kiwili, such as its name, dates, budget, progress or assigned team, and returns the updated step.

• Action
  Update Service

  Updates an existing service in Kiwili, such as its name, rate, category, tax profile or billable status.

• Action
  Update Sprint

  Updates an existing sprint in Kiwili, including its name, dates, administrator, status and assigned resources.

• Action
  Update Task

  Updates an existing task in Kiwili, such as its summary, assignee, dates, priority or status.

• Action
  Update TaxProfile

  Updates an existing tax profile in Kiwili, such as its description, tax rates, labels and registration numbers. Kiwili only allows the rates of tax profiles that are not yet in use to be changed.

• Action
  Update Time Entry

  Updates an existing time entry in Kiwili, such as its date, hours, project, service or billing status.

• 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.

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