Connect BuildTopia and Microsoft Excel to unlock the power of automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Change Order Approved - Options Price Changed" from BuildTopia.

Add your action

An action happens after the trigger—such as "Add Row" in Microsoft Excel.

You’re connected!

Zapier seamlessly connects BuildTopia and Microsoft Excel, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Client Name
  Required
Trigger
Instant
Try It
- Client Name
  Required
Trigger
Instant
Try It
- Client Name
  Required
Trigger
Instant
Try It
- Client Name
  Required
Trigger
Instant
Try It
- client name
  Required
Trigger
Instant
Try It

- Client Name
  Required
Trigger
Instant
Try It
- Client Name
  Required
Trigger
Instant
Try It

- Source Code
  Required
- CRM
  Required
- CRM Contact/Prospect ID
  Required
- Project Name
  Required
- Salutation
- First Name
  Required
- M.I.
- Last Name
  Required
- Suffix
- Street Address 1
- Street Address 2
- City
- State
- Country
- Zip Code
- Home Phone
- Work Phone
- Work Phone Ext
- Mobile Phone
- Fax Number
- Email - Primary
- Email - Secondary
- Comments
- Broker First Name
- Broker Last Name
- Associated Sales Representative Email
- projectId - Internal
- brokerId - Internal
- salesRepId - Internal
Action
Write
- CRM
  Required
- CRM Contact/Prospect ID
  Required
- Salutation
- First Name
  Required
- M.I.
- Last Name
  Required
- Suffix
- Street Address 1
- Street Address 2
- City
- State
- Zip Code
- Country
- Home Phone
- Work Phone
- Work Phone Ext
- Mobile Phone
- Fax Number
- Email - Primary
- Email - Secondary
- Comments
- Broker First Name
- Broker Last Name
- Associated Sales Representative Email
- brokerId - Internal
- salesRepId - Internal
Action
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
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write

- Client Name
  Required
Trigger
Instant
Try It
- Client Name
  Required
Trigger
Instant
Try It
- Client Name
  Required
Trigger
Instant
Try It
- Client Name
  Required
Trigger
Instant
Try It
- Client Name
Trigger
Instant
Try It
- Client Name
  Required
Trigger
Instant
Try It
- PO Number
  Required
- Check Number
- Check Date
- Amount Paid
- Paid Date
- Payment Type
- Payment Status
- Description
Action
Write
- CRM
  Required
- CRM Contact/Prospect ID
  Required
- Salutation
- First Name
  Required
- M.I.
- Last Name
  Required
- Suffix
- Street Address 1
- Street Address 2
- City
- State
- Zip Code
- Country
- Home Phone
- Work Phone
- Work Phone Ext
- Mobile Phone
- Fax Number
- Email - Primary
- Email - Secondary
- Comments
- Broker First Name
- Broker Last Name
- Associated Sales Representative Email
- brokerId - Internal
- salesRepId - Internal
Action
Write
- 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 Name
  Required
- Column Headers
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
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect BuildTopia and Microsoft Excel to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Microsoft Excel on the Zapier blog

Make work flow with AI

Level up your BuildTopia to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About BuildTopia

BuildTopia is an integrated construction management system for residential builders, bringing all tasks, processes and workflow together as a single system with purchasing, project management and job-costing technology.

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Related categories

Sales & CRM

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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Microsoft Spreadsheets

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