Connect Zuora and Microsoft 365 Excel integrations

Connect Zuora and Microsoft 365 Excel with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Zuora and Microsoft 365 Excel to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Action
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Zuora

Creates a billing preview run for multiple customer accounts. Use the Perform a Billing Preview Run module to create and retrieve a billing preview run all in one module.

Zuora

Create a product rate plan with custom JSON payload.

Zuora

Create a product rate plan charge for a specified rate plan using a custom JSON payload.

Zuora

Create a usage record with a JSON payload.

Zuora

Get all the information and fields from a Zuora object.

Zuora

Download the most current invoice as a PDF.

Zuora

Retrieve a product rate plan charge by id.

Zuora

Retrieve the custom fields of a specific object.

Zuora

Make an arbitrary authorized API call.

Zuora

Creates and retrieves a billing preview run. The maximum amount of time this module will check for the preview run to be complete is 6 mins, for larger runs use the Billing Preview Run (Advanced) modules.

Zuora

Submits and retrieves a data query performed by Zuora.

Zuora

Retrieves a preview of future invoice items for multiple customer accounts through a billing preview run.

Zuora

Retrieves the information about a specific bill run.

Zuora

Retrieves a data query job.

Zuora

Retrieve files such as export results, invoices, and accounting period reports.

Zuora

Run a specified workflow.

Zuora

Submits a data query to be performed by Zuora and creates a query job.

Zuora

Updates the information about a product rate plan charge with a custom JSON payload.

Zuora

Updates the price of a product rate plan charge tier. To make other updates to product rate plan charge tiers, use Update a Product Rate Plan Charge.

Zuora

Updates a usage record with a JSON payload.

Zuora
Microsoft 365 Excel
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Action
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Microsoft 365 Excel

Adds a new table.

Microsoft 365 Excel

Adds a new table column.

Microsoft 365 Excel

Adds a new table row.

Microsoft 365 Excel

Adds a new worksheet to a workbook.

Microsoft 365 Excel

Adds a new worksheet row.

Microsoft 365 Excel

Deletes a table.

Microsoft 365 Excel

Deletes a worksheet row.

Microsoft 365 Excel

Downloads the content of a specified Excel workbook.

Microsoft 365 Excel

Gets the metadata of a specified table.

Microsoft 365 Excel

Performs an arbitrary authorized API call.

Microsoft 365 Excel

Updates an existing table.

Microsoft 365 Excel

Updates an existing table column.

Microsoft 365 Excel

Updates an existing worksheet row.

Microsoft 365 Excel

Retrieves a list of all table rows in a workbook.

Microsoft 365 Excel

Retrieves a list of all table objects.

Microsoft 365 Excel

Retrieves a list of worksheet rows.

Microsoft 365 Excel

Retrieves a list of worksheet objects.

Microsoft 365 Excel

Retrieves data for a given range.

Microsoft 365 Excel

Searches for Excel workbooks.

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Build your Zuora and Microsoft 365 Excel integrations.

Create custom Zuora and Microsoft 365 Excel workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Microsoft 365 Excel
Add a Table

Adds a new table.

Action
Microsoft 365 Excel
Add a Table Column

Adds a new table column.

Action
Microsoft 365 Excel
Add a Table Row

Adds a new table row.

Action
Microsoft 365 Excel
Add a Worksheet

Adds a new worksheet to a workbook.

Action
Microsoft 365 Excel
Add a Worksheet Row

Adds a new worksheet row.

Action
Zuora
Create a Billing Preview Run (Advanced)

Creates a billing preview run for multiple customer accounts. Use the Perform a Billing Preview Run module to create and retrieve a billing preview run all in one module.

Action
Zuora
Create a Product Rate Plan (Advanced)

Create a product rate plan with custom JSON payload.

Action
Zuora
Create a Product Rate Plan Charge (Advanced)

Create a product rate plan charge for a specified rate plan using a custom JSON payload.

Action
Zuora
Create a Usage Record (Advanced)

Create a usage record with a JSON payload.

Action

Popular Zuora and Microsoft 365 Excel workflows.

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