Avaza + Microsoft Excel

Create new Avaza projects from new Microsoft Excel table rows

Effortlessly manage your projects with this simple automation between Microsoft Excel and Avaza. With this workflow, whenever you add a new row to a specified table in Excel, a corresponding project will be created in your Avaza account. Stay organized and efficient, while saving time and ensuring your project information is always up-to-date.

When this happens...
New Row in Table
Triggers when a new row is added to a table in a spreadsheet.
TriggerScheduled
automatically do this!
Create Project
Creates a new Project.
ActionWrite

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Supported triggers and actions

What does this mean?

- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search

Invoice Sent
Triggers when a new Invoice is sent.
Trigger
Instant
Try It
New Contact
Triggered when a new company contact is created.
Trigger
Instant
Try It

New Task
Triggers when a new Task is created.
Trigger
Instant
Try It
- ProjectRequired
- SectionRequired
- Assigned To
- TitleRequired
- Description
- Date Due UTC
- Date Due
Action
Write
- QuantityRequired
- Unit PriceRequired
- Inventory Item IDFK
- Inventory Item Name
- Description
- Tax IDFK
- Tax Name
- Tax Percent
- Discount
- Transaction Prefix
- Invoice Number
- CompanyIDFK
- Company Name
- First Name
- Last Name
- Email
- Currency Code
- Exchange Rate
- Invoice Template IDFK
- Subject
- Date Issued
- Payment Terms
- Due Date
- Transaction Tax Config Code
- Notes
Action
Write

- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
New Company
Triggers when a new contact Company is created.
Trigger
Instant
Try It
New Project
Triggers when a new Project is created.
Trigger
Instant
Try It
- Project TitleRequired
- Company ID
- Company Name
- CurrencyCode
- Project Notes
Action
Write
- Company NameRequired
- Contact EmailRequired
- FirstnameRequired
- LastnameRequired
- Currency Code
- Company Billing Address
- Position Title
- Mobile
- Phone
- Update Existing
Action
Write

About Avaza

Avaza is software designed to run your client focused business. It includes modules for project & task management, timesheets, expense reporting, quotes & invoicing.

Learn more Help

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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.

Help

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PRODUCTS

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By team

Avaza + Microsoft Excel

Create new Avaza projects from new Microsoft Excel table rows

New Row

Storage Source

SpreadsheetRequired

WorksheetRequired

New Worksheet

Storage Source

Folder

SpreadsheetRequired

Add Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Create Spreadsheet

Storage Source

Folder

TitleRequired

Column Headers

Zap Step Id

Find Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired

Invoice Sent

New Contact

New Task

Create Task

ProjectRequired

SectionRequired

Assigned To

TitleRequired

Description

Date Due UTC

Date Due

Create Invoice

QuantityRequired

Unit PriceRequired

Inventory Item IDFK

Inventory Item Name

Description

Tax IDFK

Tax Name

Tax Percent

Discount

Transaction Prefix

Invoice Number

CompanyIDFK

Company Name

First Name

Last Name

Email

Currency Code

Exchange Rate

Invoice Template IDFK

Subject

Date Issued

Payment Terms

Due Date

Transaction Tax Config Code

Notes

New Row in Table

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

TableRequired

Updated Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Trigger Column