Microsoft Excel + Atendalia

Connect Microsoft Excel with Atendalia to record appointments in a Microsoft 365 table. Your team can continue its work in the tool it already uses.

Type
Third-party automation
Data direction
Atendalia → Microsoft Excel
Read official documentation

What information is shared?

Depending on the notification and what this connection supports, it can send the name, phone, service, date, time, and location. Choose the notifications you need and review the example before connecting real customers; it does not send a complete copy of your business.

Do I need Zapier or another account?

This guide uses Zapier or Make as a bridge to Microsoft Excel. You need an account with that platform and the destination tool; check their limits and possible charges separately.

Who it is useful for

Businesses already using Microsoft Excel that want to connect their customer service with that tool.

How information flows

For example: Build a chronological appointment log. Filter results by branch, service, or channel. Prepare reports without manual copying.

Practical use cases

  • Build a chronological appointment log.
  • Filter results by branch, service, or channel.
  • Prepare reports without manual copying.
View connection steps and technical details

What your Microsoft Excel receives every time an appointment is booked

Your AI phone assistant answers the call, books the appointment in your calendar and sends it to Microsoft Excel. You choose what we notify you about:

  • New appointment
  • Appointment moved
  • Appointment cancelled
  • Call ended
  • chat.handoff_creado
  • chat.handoff_respondido
  • contacto.bloqueado
  • contacto.desbloqueado

Depending on the notification and connection, it can include: Customer name · Phone · Service · Date and time · Branch · Notes · Table or space.

How to connect it

  1. 1Hire your assistant at atendalia.com.mx/signup and forward your business calls. Nothing to install.
  2. 2In Integrations choose Zapier or Make and create the webhook that will receive the event.
  3. 3Create a Zapier Catch Hook or a Make Custom Webhook, paste that URL into Atendalia, and add Microsoft Excel as the next action. Map only the fields your workflow needs.
  4. 4Run “Test” and confirm the workflow created the expected action in Microsoft Excel.

Requirements and permissions

  • url — endpoint or webhook URL
  • secreto — signing secret

Relevant limits

  • This connection only covers the events shown on this page.
  • Provider availability, quotas, permissions, and charges are controlled by Microsoft Excel.
  • This guide requires a separate Zapier or Make account; their task limits, retention, and pricing also apply.
  • Only the events listed above are sent. The connection is one-way and does not import changes made directly in Microsoft Excel.

What an appointment looks like when it arrives

Your system receives the same event as signed JSON:

{
  "evento": "cita.creada",
  "negocio": { "nombre": "Tu Negocio" },
  "cita": {
    "inicia": "2026-09-10T17:00:00",
    "termina": "2026-09-10T17:30:00",
    "servicio": "Corte",
    "estado": "confirmada",
    "canal": "llamada",
    "cliente": { "nombre": "Ana", "telefono": "+52 81 1234 5678" },
    "sucursal": { "nombre": "Centro" },
    "notas": "Viene por LinkedIn"
  }
}

How to verify and troubleshoot

  • Send a test event from Atendalia to the Zapier or Make webhook.
  • Confirm the automation run succeeded before checking Microsoft Excel.
  • Verify that Microsoft Excel contains only the fields and action you mapped.
  • Test the Zapier or Make webhook first, then review workflow history and the result in Microsoft Excel.
  • If you see 401 or 403, review the token, its validity and the provider permissions.
  • If no data arrives, review the integration log and confirm that the event is enabled.
Open official Microsoft Excel documentation

Specific questions

Can Microsoft Excel change my Atendalia appointments?

No. This connection sends information in one direction only.

Can I test it without affecting a call?

Yes. The test starts from Integrations and does not open or modify an assistant call.

Hear your assistant answering for real

Call it now and hear how it books an appointment — then review how to connect it with Microsoft Excel.

Set up through ZapierCall the demo

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Explore all 167 connection guides · Atendalia: AI phone assistant that books appointments for businesses in Latin America.