Autotask + Microsoft Excel

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.

  1. When this happens...
    AutotaskAutotask
    New Invoice

    Triggers when a new invoice is found.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
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autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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  • CRM (Customer Relationship Management)

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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.
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Related categories

  • Microsoft
  • Spreadsheets

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