Create integrations between Centerpoint Connect and Microsoft Excel to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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.
- Opportunity Created or Updated
Triggers when an opportunity is updated or created.
Try It - Service Ticket Created or Updated
Triggers when a service ticket is updated or created.
Try It - Production IDRequired
- Stage NameRequired
- Force Update
- Storage_source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Try It
- Production Ticket Created or Updated
Triggers when a production ticket is updated or created.
Try It - Company NameRequired
- Company Address
- Company City
- Company State
- Company Zip Code
- Company County
- Company Timezone
- Company Account Manager
- Billing Instructions
- Property NameRequired
- Property Address
- Property City
- Property State
- Property Zip Code
- Contact NameRequired
- Contact Position
- Contact Email
- Contact Mobile
- Contact Office Phone/Ext
- Lead TypeRequired
- Opportunity Manager
- ProductRequired
- Price
- Forecasted
- Notes
- Storage_source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Try It- Storage_source
- FolderRequired
- SpreadsheetRequired
Try It
Related categories
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.
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Related categories