Microsoft Excel + JobAdder

Create candidate notes in JobAdder for new rows in Microsoft Excel

Keep track of new applicants smoothly by connecting Microsoft Excel with JobAdder. When you capture new candidate information in an Excel row, this workflow springs into action by instantly adding a candidate note in JobAdder. It reduces the manual effort involved in data entry and ensures a swift and efficient hiring process. Streamline your human resources tasks with this smart and simple automation.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Add Candidate Note
Adds a note to a Candidate record.
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Select entity added to folderRequired
- Select folderRequired
- ID for specific sample data
Trigger
Instant
Try It
New Retained Invoice Sent
Triggers when a retained invoice is sent
Trigger
Instant
Try It
- When to TriggerRequired
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
- Interviews Created By
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
- Select entity removed from folderRequired
- Select folderRequired
- ID for specific sample data
Trigger
Instant
Try It
- Candidate IDRequired
- Document TypeRequired
- FilenameRequired
- FileRequired
Action
Write
- Company IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Source
- Candidate Status
- Candidate Internal Rating
- Candidate Summary
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postcode
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Position
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Mobile
- Unsubscribed
- Salutation
- Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- TitleRequired
- CompanyRequired
- Work Type
- StageRequired
- Value
- Estimated Close
- Job Owner(s)Required
- Additional Information
Action
Write
- Job Order IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Application IDRequired
- Application StatusRequired
- Note Text
Action
Write
- Candidate IDRequired
- Attachment IDRequired
- Document Type
- Document Category
- Expiry Date
Action
Write
- Company IDRequired
- Company Name
- Summary
- Company Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Opportunity IDRequired
- Title
- Company
- Work Type
- Stage
- Value
- Estimated Close
- Job Owner(s)
- Additional Information
Action
Write
- Candidate ID
- Email
- Find Full Name
- Find Mobile
Action
Search
- Contact ID
- Email
- Find Full Name
- Find Company ID
Action
Search
- Placement ID
- Candidate Full Name
- Candidate ID
- Company Full Name
- Company ID
- Placement Approved?
- Placement Type
Action
Search
- Candidate IDRequired
Action
Search
- Company IDRequired
Action
Search
- Job Order IDRequired
Action
Search
- Candidate ID
- EmailRequired
- Find Full Name
- Find Mobile
- First NameRequired
- Last NameRequired
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Source
- Candidate Status
- Candidate Internal Rating
- Candidate Summary
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postcode
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Position
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Search or write
- Contact ID
- EmailRequired
- Find Full Name
- Find Company ID
- First NameRequired
- Last NameRequired
- Phone
- Mobile
- Unsubscribed
- Salutation
- Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Search or write

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
Job Ad Expired
Triggers when a job ad has expired on a job board. Will trigger multiple times if posted on multiple job boards
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
New Interview / Meeting Event Scheduled
Triggers when you have scheduled an event.
Trigger
Instant
Try It
New Job Ad Posted
Triggers when a new job ad is posted on a job board. Will trigger multiple times if posted on multiple job boards
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
- Application IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Candidate IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Contact IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Company NameRequired
- Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Job TitleRequired
- Job Description
- Work TypeRequired
- Number of Jobs
- Job OwnerRequired
- Job Source
- Status
- Location
- Company
- Recruiter/s
- Amount
- Type
Action
Write
- TitleRequired
- Start AtRequired
- End AtRequired
- All Day
- Priority
- Assignee/sRequired
- Primary Record TypeRequired
- Primary Record IDRequired
- Associated Applications
- Associated Candidates
- Associated Companies
- Associated Contacts
- Associated Jobs
- Associated Placements
Action
Write
- Placement IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Candidate IDRequired
- First Name
- Last Name
- Email
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Status
- Candidate Internal Rating
- Candidate Summary
- Seeking?
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postal Code
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Positon
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Write
- Candidate IDRequired
- Categories
- Sub Categories
- Skills
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Email
- Phone
- Mobile
- Unsubscribed
- Salutation
- Contact Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Application ID
- Candidate ID
- Job ID
- Job Ad ID
- Active Applications Only?
Action
Search
- Company ID
- Company Name
Action
Search
- Job Order ID
- Job Title
- Owner ID
- Company Name
- Company ID
Action
Search
- Application IDRequired
Action
Search
- Candidate IDRequired
- DocumentRequired
Action
Search
- Contact IDRequired
Action
Search
- Placement IDRequired
Action
Search
- Company ID
- Company NameRequired
- Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Search or write
- Job Order ID
- Job TitleRequired
- Job OwnerRequired
- Company Name
- Company
- Job Description
- Work TypeRequired
- Number of Jobs
- Job Source
- Status
- Location
- Recruiter/s
- Amount
- Type
Action
Search or write

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Learn more

Related categories

Similar apps

About JobAdder

JobAdder is the ATS and CRM recruiters love to use. Increase your productivity, growth and ROI by improving your user adoption rate.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Microsoft Excel + JobAdder

Create candidate notes in JobAdder for new rows in Microsoft Excel

Supported triggers and actions

New Row

New Worksheet

Add Row

Add Row to Table

Update Row

Find Row(s)

Entity Added to Folder

New Retained Invoice Sent

Candidates - New or Status Changed

Contacts - New or Status Changed

New Interview Scheduled

Job Orders - New or Status Changed

Entity Removed From Folder

Attach a Candidate Document

Add Company Note

Create Candidate

Create Contact

Create Opportunity

Add Job Order Note

Update Application Status

Update Candidate Document Details

Update Company

Update Opportunity

Find Candidate

Find Contact

Find Placement

Get Candidate by ID

Get Company by ID

Get Job Order by ID

Find or Create a Candidate Record

Find or Create Contact a Contact Record

New Row in Table

Updated Row

Add Row(s)

Create Spreadsheet

Find Row

Find or Create Row

Job Ad Expired

Applications - New or Status Changed

Companies - New or Status Changed

New Interview / Meeting Event Scheduled

New Job Ad Posted

Placements - New or Status Changed

Add Application Note

Add Candidate Note

Add Contact Note

Create Company

Create Job Order

Create User Task

Add Placement Note

Update Candidate

Update Candidate Skills

Update Contact

Find Application

Find Company

Find Job Order

Get Application by ID

Get Candidate Document - Cover Letter or Resume

Get Contact by ID

Get Placement by ID

Find or Create a Company Record.

Find or Create a Job Order Record

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

About JobAdder

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates