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Start with a template that brings AccuLynx and Microsoft Excel together. Build enterprise-grade automation in minutes.

Our most popular template

Add new rows in Microsoft Excel for updated job lists by milestone in AccuLynx
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AccuLynx + Microsoft Excel
Create new AccuLynx leads from new rows in Microsoft Excel
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Microsoft Excel + AccuLynx

Add new rows in Microsoft Excel for updated job lists by milestone in AccuLynx

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AccuLynx + Microsoft Excel

Create new AccuLynx leads from new rows in Microsoft Excel

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Microsoft Excel + AccuLynx

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Zapier makes it easy to integrate AccuLynx with Microsoft Excel - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contact Added" from AccuLynx.

Add your action

An action happens after the trigger—such as "Add Row" in Microsoft Excel.

You’re connected!

Zapier seamlessly connects AccuLynx and Microsoft Excel, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Contact Added
Triggers when a new Contact is added. This action registers a webhook listener for the contact_added event.
Trigger
Instant
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Contact Custom Field Value Changed
Triggers when a contact custom field value has changed. This action registers a webhook listener for the contact_custom_field_value_changed event.
Trigger
Instant
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Job Category Changed
Triggers when a job Category from a job is changed. This action registers a webhook listener for the job_category_changed event.
Trigger
Instant
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Job Company Representative Changed
Triggers when the representative for a job company is modified. This action registers a webhook listener for the job_company_representative_changed event.
Trigger
Instant
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Job Created
Triggers when a new job is created. This action registers a webhook listener for the job_created event.
Trigger
Instant
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Job Initial Appointment Created
Triggers when a initial appointment is created for a job. This action registers a webhook listener for the job_initial_appointment_created event.
Trigger
Instant
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Job Milestone Current Changed
Triggers when the current milestone of a job is changed. This action registers a webhook listener for the job_milestone_current_changed event.
Trigger
Instant
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Job Trade Type Changed
Triggers when a trade type from a job is changed. This action registers a webhook listener for the job_trade_type_changed event.
Trigger
Instant
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- Contact type
  Required
- First name
  Required
- Last name
  Required
- Cross reference
- Company name
- Company job title
- Note
- Phone Number
- Extension
- Is primary?
- Can receive text messages?
- Phone number type
- Email Address
- Is primary?
- Email address type
- Street 1
- Street 2
- City
- Zip Code
- Country
- State
- Street 1
- Street 2
- City
- Zip Code
- Country
- State
Action
Write
- JobId
  Required
- Start date (UTC format)
  Required
- End date (UTC format)
  Required
- Notes
Action
Write
- Job ID
  Required
- Custom Field ID
  Required
- Field Type
  Required
- Field Values
  Required
Action
Write
- Search term
Action
Search
- JobId
  Required
Action
Search
- Job Id
  Required
Action
Search
- Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Caution_copy
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row
  Required
- Confirm Deletion
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

Contact Changed
Triggers when contact details have changed. This action registers a webhook listener for the contact_changed event.
Trigger
Instant
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- Standard Milestones
  Required
Trigger
Polling
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Job Company Representative Assigned
Triggers when the representative for a job company is assigned. This action registers a webhook listener for the job_company_representative_assigned event.
Trigger
Instant
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Job Primary Contact Changed
Triggers when a Job changed its primary Contact. This action registers a webhook listener for the job_contacts_primary_changed event.
Trigger
Instant
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Job Custom Field Value Changed
Triggers when job custom field value has changed. This action registers a webhook listener for the job_custom_field_value_changed event.
Trigger
Instant
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Job Initial Appointment Updated
Triggers when an initial appointment is updated for a job. This action registers a webhook listener for the job.appointments.initial_updated event.
Trigger
Instant
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Job Milestone Status Current Changed
Triggers when the current status within a milestone of a job changes to another status in the same milestone.
Trigger
Instant
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Job Work Type Changed
Triggers when a work type from a job is changed. This action registers a webhook listener for the job_work_type_changed event.
Trigger
Instant
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- Contact ID
  Required
- Custom Field ID
  Required
- Field Type
  Required
- Field Values
  Required
Action
Write
- Contact
  Required
- Lead source
- Job category
- Work type
- Trade types
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
Action
Write
- First name
  Required
- Last name
- Company name
- Phone Number 1
- Phone Extension 1
- Phone Type 1
- Phone Number 2
- Phone Extension 2
- Phone Type 2
- Phone Number 3
- Phone Extension 3
- Phone Type 3
- Email Address
- Cross Reference
- Job Category
- Work Type
- Street
- Street 2
- City
- State
- Zip Code
- Country
- Priority
- Notes
- Sales Person
- Initial Appointment
- Trade Types
Action
Write
- Contact Id
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write

For AI agents & developers

Use AccuLynx and Microsoft Excel with AI agents and code

Beyond Zap workflows. Call AccuLynx and Microsoft Excel actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose AccuLynx and Microsoft Excel actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Contact
Add Row

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger AccuLynx and Microsoft Excel actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* acculynx / excel action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use AccuLynx and Microsoft Excel

Sync job milestones with Excel.

When a roofing job reaches a specific milestone in AccuLynx, Zapier can add the corresponding details into an Excel spreadsheet. This ensures up-to-date tracking of all projects, allows for better resource planning, and ensures stakeholders have access to the latest data.

Business Owner

Try it

Track new leads in Excel for ROI analysis.

When a new lead is created in AccuLynx, Zapier automatically logs the lead details into an Excel spreadsheet. This helps the marketing team consolidate data for ROI analysis, improve campaign tracking, and save time on manual data entry.

Marketing & Marketing Ops

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Learn how to automate Microsoft Excel on the Zapier blog

Make work flow with AI

Level up your AccuLynx to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about AccuLynx + Microsoft Excel integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with AccuLynx and Microsoft Excel

What basic steps are involved in integrating AccuLynx with Microsoft Excel?

To integrate AccuLynx with Microsoft Excel, you'll need to set up a link using our platform. Start by selecting AccuLynx as your trigger app and define a specific trigger event like 'New Job Created' or 'Job Status Updated'. Next, select Microsoft Excel as the action app where you can choose actions like 'Create Spreadsheet Row' or 'Update Spreadsheet Row'. This will allow the data from AccuLynx to automatically populate into your Excel workbook.

Can I customize which data fields are transferred from AccuLynx to an Excel spreadsheet?

Yes, during the setup of the integration, you can map specific data fields from AccuLynx to corresponding columns in your Excel spreadsheet. This allows for a personalized flow of information, such as transferring job names, start dates, and customer details.

Is it possible to update existing rows in Excel using information from AccuLynx?

Absolutely. One of our action options is 'Update Spreadsheet Row', which permits existing data in an Excel sheet to be updated when a trigger event occurs in AccuLynx. For example, if a job status changes in AccuLynx, you can set it up to automatically update that job's status in your spreadsheet.

What types of triggers can be used from AccuLynx for this integration?

When integrating with Excel via our platform, you can use various triggers such as 'New Job Created', 'Job Status Updated', or even custom events that best fit your operational processes. This ensures flexibility and real-time updating of your data into spreadsheets.

How frequently is the data synced between AccuLynx and Microsoft Excel?

The frequency of data synchronization depends on how the triggers are set up; any changes made on AccuLynx will prompt immediate updates if configured for instant sync. Alternatively, you can configure periodic sync intervals according to your preferences and needs.

Do I need any technical expertise to set up the integration between AccuLynx and Excel?

No advanced technical expertise is required. Our user-friendly interface guides you through each step of setting up triggers and actions between AccuLynx and Microsoft Excel. Additionally, support resources are available should you need assistance during setup.

What happens if there is an error during the integration process?

In case of an error during setup or execution, we provide detailed error messages that help pinpoint the issue. Our support team is also ready to assist with troubleshooting steps quickly so that disruptions are minimized.

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

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

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 moreLearn moreHelpHelp

Related categories

Microsoft

Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

Connect AccuLynx and Microsoft Excel to power AI-driven automation

Launch your first automated workflow

Add new rows in Microsoft Excel for updated job lists by milestone in AccuLynx

Create new AccuLynx leads from new rows in Microsoft Excel

Add new rows in Microsoft Excel for updated job lists by milestone in AccuLynx

Create new AccuLynx leads from new rows in Microsoft Excel

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use AccuLynx and Microsoft Excel with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use AccuLynx and Microsoft Excel

Sync job milestones with Excel.

Track new leads in Excel for ROI analysis.

Learn how to automate Microsoft Excel on the Zapier blog

How to automatically copy rows between Excel spreadsheets

5 ways to automate Microsoft Excel

How to connect Google Sheets with Excel

Make work flow with AI

Frequently Asked Questions about AccuLynx + Microsoft Excel integrations

Connect AccuLynx to Microsoft Excel on the world's largest no-code automation platform