ClickWhale Microsoft Excel Integration with Bit Flows

Create a New Workflow in Bit Flows

Go to:

Bit Flows → Create Workflow → Add Trigger

Select:

Trigger App

ClickWhale

Trigger Event

Link Clicked

Description:

This trigger starts the workflow whenever the Link Clicked event occurs in ClickWhale.

Connect Your ClickWhale

Select the ClickWhale source you want to automate and complete the connection settings required for the chosen trigger event.

Configure:

• The available source or event settings
• The incoming data provided by the trigger
• Any required connection information

The available options and data depend on the selected platform and trigger event.

Add Microsoft Excel as an Action

Click:

Add Action → Microsoft Excel

Select an Action Event:

• Create Table When “Link Clicked” occurs in ClickWhale, use the submitted data to run “Create Table” in Microsoft Excel.
• Delete Table When “Link Clicked” occurs in ClickWhale, use the submitted data to run “Delete Table” in Microsoft Excel.
• Get All Worksheets When “Link Clicked” occurs in ClickWhale, use the submitted data to run “Get All Worksheets” in Microsoft Excel.

Description:

This action sends data from ClickWhale to Microsoft Excel and performs the selected supported operation automatically.

Map ClickWhale Data with Microsoft Excel Inputs

Map the available data from ClickWhale to the compatible inputs provided by the selected Microsoft Excel action.

The exact values and inputs depend on the selected trigger and action events, so only map data exposed by those events.

Test and Activate Workflow

Run the Link Clicked trigger and verify the selected Microsoft Excel actions:

• Confirm that Create Table completes successfully and processes the mapped data in Microsoft Excel.
• Confirm that Delete Table completes successfully and processes the mapped data in Microsoft Excel.
• Confirm that Get All Worksheets completes successfully and processes the mapped data in Microsoft Excel.

Then activate your workflow.