Autotask + Microsoft Excel

Add new Autotask accounts as rows in Excel

Manually logging account data into Excel can be a slog. You might even be thinking about hiring an intern, but don't! Let Zapier do the work for you. With this Zap, every time a new account appears in Autotask we'll shoot this information over to your Excel sheet. Now you can keep all your information in one place without doing any mind-numbing data entry.

Manually logging account data into Excel can be a slog. You might even be thinking about hiring an intern, but don't! Let Zapier do the work for you. With this Zap, every time a new account appears in Autotask we'll shoot this information over to your Excel sheet. Now you can keep all your information in one place without doing any mind-numbing data entry.

  1. When this happens...
    AutotaskAutotask

    Finds an account.

    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?
autotask logo
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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excel logo
excel logo

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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