Add new Autotask invoices as rows in Microsoft Excel for streamlined data management
Keep your Excel spreadsheets up-to-date with each new invoice generated in Autotask. With this workflow, whenever a new invoice is created in Autotask, it instantly adds a new row in your designated Microsoft Excel spreadsheet. You can seamlessly track and manage your invoices, ensuring important financial information is always readily available in Excel.
Keep your Excel spreadsheets up-to-date with each new invoice generated in Autotask. With this workflow, whenever a new invoice is created in Autotask, it instantly adds a new row in your designated Microsoft Excel spreadsheet. You can seamlessly track and manage your invoices, ensuring important financial information is always readily available in Excel.
- When this happens...New Invoice
Triggers when a new invoice is found.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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