AroFlo + Microsoft Excel
List new or updated tasks in AroFlo and add rows in Microsoft Excel
Keep track of your tasks from AroFlo in a more organized way with this workflow. Once set up, every time there is a new or updated task in AroFlo, it will create a new row in your Microsoft Excel spreadsheet. This ensures all your important tasks are documented in one place, making your project management more effective and efficient.
Keep track of your tasks from AroFlo in a more organized way with this workflow. Once set up, every time there is a new or updated task in AroFlo, it will create a new row in your Microsoft Excel spreadsheet. This ensures all your important tasks are documented in one place, making your project management more effective and efficient.
- When this happens...List New or Updated Tasks
Triggers when a new task is created or an existing task is updated. Returns a list of IDs only, use Find Task as the next step to retrieve additional details, chosing additional are JOINs as needed. *Does not count towards API Usage.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Updated since Date/TimeRequired
Try ItUpdated since Date/TimeRequired
Try ItTask IDRequired
NoteRequired
Visibility
Sticky Note?
Business UnitRequired
Client IDRequired
Task TypeRequired
Task NameRequired
Due DateRequired
Task DescriptionRequired
Customer/Work Order Number
Priority
Updated since Date/TimeRequired
Try ItTimesheet Type
Date Time Start
Try ItClient NameRequired
Given Names (Primary Contact)Required
Surname (Primary Contact)Required
Business Units
ABN
Phone (Primary Contact)
Fax
Mobile (Primary Contact)
Email (Primary Contact)
Location Name
Address
City
State
Postcode
CountryRequired
Mailing Location
Mailing Address
Mailing City
Mailing State
Mailing Postcode
Mailing CountryRequired
Business UnitRequired
Given NamesRequired
SurnameRequired
User Name (Min 4 Characters)Required
PasswordRequired
Phone
Fax
Mobile
Email Address
Alternative Email Address
Custom Fields
Permission GroupRequired
