Beacon + Microsoft Excel

Add new Beacon workflow actions to Microsoft Excel as rows

Instantly streamline your data management with this workflow. Whenever an action is executed in the Beacon app, a new row is created in your Microsoft Excel spreadsheet. This ensures all your crucial information is organized and stored in one easy-to-access location, saving you the time and hassle of manual data entry. Update your records effortlessly using this simple, efficient approach.

Instantly streamline your data management with this workflow. Whenever an action is executed in the Beacon app, a new row is created in your Microsoft Excel spreadsheet. This ensures all your crucial information is organized and stored in one easy-to-access location, saving you the time and hassle of manual data entry. Update your records effortlessly using this simple, efficient approach.

  1. When this happens...
    BeaconBeacon
    Workflow Action

    Triggers each time a workflow runs with a 'Trigger a Zap' action.

    TriggerInstant
  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

    • Record typeRequired

    Action
    Write
    • Record typeRequired

    Action
    Search
    • Record typeRequired

    Action
    Search or write
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It
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About Beacon

Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything.
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Related categories

  • CRM (Customer Relationship Management)

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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.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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