Automate Yampi with Excel

Unlock the superpowers of Yampi + Excel and automate your tasks without having to write a single line of code.

Yampi and Excel
your way

Check out the available triggers and actions in the automation of apps Yampi + Excel

Yampi-modal-icon

Created order

For each new created order on Yampi

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Yampi-icon

Created order

For each new created order on Yampi

Trigger

Information from Yampi that can be used and sent to other apps.

Order: Current status

Order number

Order: Total amount

Order: Subtotal of products

Order: Shipping cost

Order: Discount amount

Request: Fee amount

Order: Deadline (in days) for delivery

Order: Creation date and time

Request: Creation time zone

Order: Date and time of creation in the format (DD/MM/YYYY - H:M:S)

Order: Creation date in format (DD/MM/YYYY)

Order: Creation time in format (H:M:S)

Delivery: Estimated date and time

Delivery: Forecast time zone

Delivery: Expected date and time in the format (DD/MM/YYYY - H:M:S)

Delivery: Expected date in the format (DD/MM/YYYY)

Delivery: Estimated time not format (H:M:S)

Customer: IP number

Delivery: ID

Delivery: Street

Delivery: Number

Delivery: Neighborhood

Delivery: Person who will receive the order

Delivery: Zip Code

Delivery: Complement

Delivery: City

Delivery: State

Delivery: UF

Delivery: Country

Delivery: Full address

Delivery: Shipping service

Customer: ID

Customer: Name

Customer: First name

Customer: Last name

Customer: Email

Customer: CPF

Customer: CNPJ

Customer: Company name

Customer: Birthday date

Customer: Telephone/Mobile: number with area code without formatting (e.g.: 21999999999)

Customer: DDD Telephone/Cellular

Customer: Telephone/Cellular

Customer: Telephone/Cell phone with formatted area code (e.g.: (21) 99999-9999)

Customer: Link Whatsapp

Order: Name of items (separated by comma)

Order: SKU code of the products (separated by a comma)

Order: Price of products (separated by comma)

Order: Quantity of products purchased (separated by comma)

Order: [SKUs] Name - price x quantity of products (separated by commas)

Order: Customizations (separated by a comma in the format 'customization name - customer choice')

Transaction: Holder's name

Transaction: Installments

Transaction: Installment amount

Transaction: Quantity and amount of installments (e.g. 2x of R$ 200.00)

Order: Payment type used

Yampi-modal-icon

Paid order

For each paid order on Yampi

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Yampi-icon

Paid order

For each paid order on Yampi

Trigger

Information from Yampi that can be used and sent to other apps.

Request: Status

Order number

Order: Total amount

Order: Subtotal of products

Order: Shipping cost

Order: Discount amount

Request: Fee amount

Delivery: Deadline (in days)

Order: Creation date and time

Request: Creation time zone

Order: Date and time of creation in the format (DD/MM/YYYY - H:M:S)

Order: Creation date in format (DD/MM/YYYY)

Order: Creation time in format (H:M:S)

Delivery: Estimated date and time

Delivery: Forecast time zone

Delivery: Estimated date and time in the format (DD/MM/YYYY - H:M:S)

Delivery: Expected date in the format (DD/MM/YYYY)

Delivery: Estimated time not format (H:M:S)

Customer: IP number

Delivery: ID

Delivery: Street

Delivery: Number

Delivery: Neighborhood

Delivery: Person who will receive the order

Delivery: Zip Code

Delivery: Complement

Delivery: City

Delivery: State

Delivery: UF

Delivery: Country

Delivery: Full address

Delivery: Shipping service

Customer: ID

Customer: Name

Customer: First name

Customer: Last name

Customer: Email

Customer: CPF

Customer: CNPJ

Customer: Company name

Customer: Birthday date

Customer: Telephone/Cell phone with area code without formatting (e.g.: 21999999999)

Customer: Telephone/Cellular area code

Customer: Telephone/Cellular

Customer: Telephone/Cell phone with formatted area code (e.g.: (21) 99999-9999)

Customer: Whatsapp Link

Order: Name of products (separated by comma)

Order: SKU code of the products (separated by a comma)

Order: Price of products (separated by comma)

Order: Quantity of products purchased (separated by commas)

Order: [SKUs] Name - price x quantity of products (separated by commas)

Order: Product customizations (separated by a comma in the format 'customization name - customer choice')

Transaction: Holder's name

Transaction: Installments

Transaction: Installment amount

Transaction: Quantity and amount of installments (e.g. 2x of R$ 200.00)

Transaction: Payment type

Transaction: Payment date and time

Transaction: Payment time zone

Transaction: Date and time of payment in the format (DD/MM/YYYY - H:M:S)

Transaction: Payment date in the format (DD/MM/YYYY)

Transaction: Payment time in the format (H:M:S)

Excel-modal-icon

New created line

When a new line is created on Excel

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Excel-icon

New created line

When a new line is created on Excel

Trigger

Excel-modal-icon

Add line

add a new row on Excel

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Excel-icon

Add line

add a new row on Excel

Action

Fields in Excel that can receive information from other apps.

Columns

Didn't find your use case? Send suggestion.

Automate Yampi and Excel
with Pluga integrations

Explore automation templates

Trusted by over 10.000 amazing companies

How to integrate apps with Pluga?

Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.

  • Trigger and source app of the automation

    What is the automation trigger?

    The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.

  • Action and destination app of the automation

    What is an action within an automation?

    The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.

  • Information mapping of the automation

    How does information mapping work?

    Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).

    For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.

  • Automation with multiple actions among more than two apps

    Is it possible to have more than one action?

    With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.

Automate Yampi + Excel
and say goodbye to manual (and tedious) tasks!

By connecting the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp
Yampi-icon

Yampi

Ecommerce

Yampi is an e-commerce and payment platform. With it, you can create your online store and benefit from management and sales features. The platform also offers the option to operate as a dropshipping service and provides easy store customization.

Integrations with Yampi Visit Yampi
Excel-icon

Excel

Spreadsheet

Excel is one of the most well-known online spreadsheet software on the market. Offered by Microsoft, the platform features a range of spreadsheet editing features that assist with the processes and tasks of various types of businesses.

Integrations with Excel Visit Excel

Frequently Asked Questions

  • With Pluga, you can easily automate Yampi com Excel . Just follow these steps:

    • 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
    • 2. Select the source app and trigger;
    • 3. Select the destination app and action;
    • 4. Make the necessary adjustments, specifying which data will be sent to one app to another.

  • By automating Yampi with Excel on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between Yampi, Excel, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $65 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check Pluga's pricing page for more details.