Checkmob + Microsoft Excel

Checkmob + Microsoft Excel integrations

Create service orders in Checkmob from new rows in Microsoft Excel

Streamline your operations by linking Microsoft Excel and Checkmob using this workflow. Whenever a new row materializes in your Microsoft Excel, a service order is instantly created in Checkmob. This seamless communication between the two applications means you can focus on more important tasks, knowing your data is being managed effectively and efficiently. This automatic process not only saves time but enhances productivity and data accuracy.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create Service OrderCreates a new service order in the system
ActionWrite

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More things you can do with Microsoft Excel and Checkmob

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

- 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 Scheduled Register
trigger when a new scheduled register is created
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Service Order
Triggers when a new service order is created.
Trigger
Polling
Try It
Service Order Closed or Completed
Triggers when a new service order is closed or completed
Trigger
Polling
Try It
Client Updated in Checkmob
Triggers when a client is updated in Checkmob via webhook.
Trigger
Instant
Try It
- Id Serviço
  Required
- Observação
- Status Serviço
  Required
Action
Write
- Name
  Required
- Email
- Phone
- Cell Phone
- Client
Action
Write
- Title
  Required
- Client
  Required
- Segment
  Required
- Group
  Required
- User
  Required
- Checklist
- Scheduled Start Date and Time
  Required
- Expected Completion Date and Time
  Required
- Type of activity
- Note
- Priority level
Action
Write
- Id
- Name
  Required
- Type
- Phone
- Cell Phone
- Cpf
- Cnpj
- Responsible
- Email
- Responsible Phone
- Role
- Additional Info
- Business Value
- Street
- Number
- Complement
- Neighborhood
- ZipCode
- Country
- State
- City
- Latitude
- Longitude
- Funnel Step
- Category
- Sector Market
- Temperature
- Segment
- Contact
Action
Write
- Name
  Required
- Email
- Phone
- Cell Phone
- Client
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
- 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
- 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
- Checklist
Trigger
Polling
Try It
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Register
Triggers when a new register is created.
Trigger
Polling
Try It
New Service Order by User
Triggers when a new service order is created for you.
Trigger
Polling
Try It
New Task
Triggers when a new task is created in checkmob via webhook.
Trigger
Instant
Try It
Contact Updated in Checkmob
Triggers when a contact is updated in Checkmob via webhook.
Trigger
Instant
Try It
- Name
  Required
- Type
  Required
- Phone
- Cell Phone
- Cpf
- Cnpj
- Responsible
- Email
- Phone
- Role
- Additional Info
- Business Value
- Expected Close Date
- Next follow up date
- Funnel Steps
- Sector Market
- Temperature
- Category
- Street
- Number
- Complement
- Neighborhood
- ZipCode
- Country
- State
- City
- Segment
- Contact
- Latitude
- Longitude
- Note
Action
Write
- Client
  Required
- User
  Required
- Expected Start Date
  Required
- Expected Completion Date
  Required
- Objective
- Instructions
- Group
- Person
- Segment
Action
Write
- name
  Required
- Title
  Required
- Description
- Start Date
  Required
- End Date
  Required
Action
Write
- Id Cliente
  Required
- Latitude
  Required
- Longitude
  Required
Action
Write

About Checkmob

Checkmob is the ultimate mobile app for on-the-go employee management. Simplify your business operations and optimize your team's productivity!

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Related categories

CRM (Customer Relationship Management)

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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Related categories

Microsoft

Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

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Quip

Documents

Related Zap Templates

Add new Checkmob checklists to Microsoft Excel as rows

Manage new Checkmob service orders by adding rows to Microsoft Excel

Create rows in Microsoft Excel for new service orders in Checkmob