Axonaut + Microsoft Excel

Axonaut + Microsoft Excel integrations

Create opportunities in Axonaut for new rows in Microsoft Excel tables

Boost efficiency in your sales process with this smart connection between Microsoft Excel and Axonaut. Whenever a new row appears in your Excel table, it immediately springs to life as a new opportunity in Axonaut. This promotes more efficient and accurate data transfers, sparing you from tedious manual entry, and keeps your Axonaut sales data current. Enjoy a streamlined workflow that leaves more time for closing sales and less room for clerical errors.

When this happens...
New Row in TableTriggers when a new row is added to a table in a spreadsheet.
TriggerPolling
automatically do this!
Create OpportunityCreates an opportunity
ActionWrite

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More things you can do with Microsoft Excel and Axonaut

Discover other triggers and actions you can use with Microsoft Excel and Axonaut

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
New Closed Ticket
Triggers when a ticket is closed.
Trigger
Polling
Try It
New Contract
Triggers when a new contract is created.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is created.
Trigger
Polling
Try It
- Opportunities status
  Required
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Company name
  Required
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee email
  Required
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Write
- Event Date
- Event date timestamp
- Event content
  Required
- Event company ID
- Employee Email
- Event title
- Event duration
- Event nature
- Event status
- Event users
Action
Write
- Employee email
  Required
- Invoice Contract ID
- Allow Gocardless Payment
- Delivery Address Company Name
- Delivery Address Contact Name
- Delivery address Street
- Delivery address zip code
- Delivery address city
- Delivery address country
- Name
  Required
- Price
  Required
- Tax rate
- Quantity
  Required
- Description
- Id
- Internal Id
- Reference
- Unit job costing
- Tips
- Invoice reference
Action
Write
- Company ID
- Opportunity name
- Opportunity amount
  Required
- Opportunity comment
- Opportunity pipe
  Required
- Opportunity step
  Required
- Business manager email
  Required
- Opportunity probability
  Required
- Opportunity custom fields
- Employee firstname
- Employee lastname
- Employee email
- Employee phone
- Employee cellphone
- Employee gender
Action
Write
- Company Name
  Required
- Company Description
- Company Address street
- Company Address zip code
- Company Address city
- Company Address country
- Company Custom fields
- Company categories
- Company SIRET
- Company Intracommunity number
- Company Business Manager
Action
Write
- Supplier name
  Required
- Supplier Description
- Supplier Address street
- Supplier Address zip code
- Supplier Address city
- Supplier Address country
Action
Write
- Expense ID
  Required
Action
Write
- Company id
  Required
Action
Search
- Quotation ID
  Required
Action
Search
- Company name
- Company Internal id
- Company type
- Company address city
- Company addresse zipcode
Action
Search
- Employee email
- Employee phone
- Company name
  Required
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee email
  Required
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Search or write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
New Axonaut User
Triggers when a new Axonaut user is created.
Trigger
Polling
Try It
New Company
Triggers when a new company is created.
Trigger
Polling
Try It
New Employee
Triggers when a new employee is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
- Quotation status
  Required
Trigger
Polling
Try It
New Ticket
Triggers when a new support ticket is created.
Trigger
Polling
Try It
- Company ID
  Required
- Employee firstname
- Employee lastname
- Employee email
- Employee phone number
- Employee cellphone number
- Employee job
- Employee custom fields
Action
Write
- Expense title
- supplier id
- Supplier thirdparty code
- Expense date
- Expense amount
- Tax rate
- Tax accounting code
- Tax amount
  Required
Action
Write
- Invoice Id
  Required
- Invoice Nature
  Required
- Payment amount
  Required
- Payment Date
  Required
- Payment Reference
Action
Write
- Product name
  Required
- Product price
- Product tax rate
- Product type
- Product description
- Product internal ID
- Product code
- Product weight
- Product location
- Product stock
Action
Write
- Company Id
  Required
- Quotation Online Payment
- Name
- Price
- Tax rate
- Quantity
- Description
- Id
- Internal Id
- Tips
Action
Write
- Ticket title
  Required
- Ticket description
- Ticket priority
- Ticket company ID
- Ticket project ID
- Ticket custom fields
Action
Write
- Product Id
  Required
Action
Write
- Contract ID
  Required
Action
Search
- Supplier Id
  Required
Action
Search
- Employee email
- Employee phone
Action
Search

About Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn moreLearn moreHelpHelp

Related categories

Microsoft

Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

Related Zap Templates

Create invoices in Axonaut from new rows in Microsoft Excel

Add new Axonaut expenses to a Microsoft Excel table as rows