cloudlayer.io + Microsoft Excel

cloudlayer.io + Microsoft Excel integrations

Create invoice PDFs in cloudlayer.io from new rows in Microsoft Excel

Manage your invoice workflows without having to leave your spreadsheet! Once you active this Zap, you'll automatically create an invoice PDF in cloudlayer.io to your clients or customers as soon as you create a new row in to a spreadsheet in Microsoft Excel.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create Invoice PDFCreate an Invoice PDF document from an invoice template.
ActionWrite

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More things you can do with Microsoft Excel and cloudlayer.io

Discover other triggers and actions you can use with Microsoft Excel and cloudlayer.io

- 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
- DOCX File
  Required
- Timeout (ms)
- Filename
Action
Write
- HTML Content
  Required
- Image Format
- Viewport Width
- Viewport Height
- Full Page
- Quality
- CSS Selector
- Transparent Background
- Timeout (ms)
- Filename
- Save to Storage
Action
Write
- PDF URLs
  Required
- Timeout (ms)
- Filename
- Save to Storage
Action
Write
- Invoice Template ID
  Required
- Auto Calculate Totals
- Company Name
  Required
- Logo URL
  Required
- Address
  Required
- City
  Required
- State/Province/Region
  Required
- ZIP/Postal Code
  Required
- Country
  Required
- Phone Number
- Email
- Bill To Full Name
  Required
- Bill To Address
  Required
- Bill To City
  Required
- Bill To State/Province/Region
  Required
- Bill To ZIP/Postal Code
  Required
- Bill To Country
  Required
- Product/Service Title
  Required
- Invoice Date
  Required
- Invoice Number
- Reference Number
- Due Date
- Currency
  Required
- Locale
  Required
- Tax Label
  Required
- Tax Percentage
  Required
- Subtotal
- Total Tax
- Total Amount
- Title
  Required
- Description
- Quantity
  Required
- Unit Price
  Required
- Amount
- Notes
- Terms & Conditions
- Timeout (ms)
Action
Write
- URL
  Required
- Wait for Selector
- Delay (ms)
- Image Format
- Viewport Width
- Viewport Height
- Full Page
- Quality
- CSS Selector
- Transparent Background
- Timeout (ms)
- Filename
- Save to Storage
Action
Write
- Asset ID
  Required
Action
Search
- Search Term
- Template Type
- Template Category
Action
Search

- 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 Completed Job
Triggers when a document conversion job completes.
Trigger
Polling
Try It
- DOCX File
  Required
- Timeout (ms)
- Filename
Action
Write
- HTML Content
  Required
- Page Size
- Landscape
- Margin Top
- Margin Bottom
- Margin Left
- Margin Right
- Print Background
- Header Template
- Footer Template
- Timeout (ms)
- Filename
- Save to Storage
Action
Write
- Template
  Required
- Template Data (JSON)
- Image Format
- Viewport Width
- Viewport Height
- Full Page
- Quality
- CSS Selector
- Transparent Background
- Timeout (ms)
- Filename
- Save to Storage
Action
Write
- Template
  Required
- Template Data (JSON)
- Page Size
- Landscape
- Margin Top
- Margin Bottom
- Margin Left
- Margin Right
- Print Background
- Header Template
- Footer Template
- Timeout (ms)
- Filename
- Save to Storage
Action
Write
- URL
  Required
- Wait for Selector
- Delay (ms)
- Page Size
- Landscape
- Margin Top
- Margin Bottom
- Margin Left
- Margin Right
- Print Background
- Header Template
- Footer Template
- Timeout (ms)
- Filename
- Save to Storage
Action
Write
- Job ID
  Required
Action
Search

About cloudlayer.io

cloudlayer.io is a service that lets you generate dynamic PDF documents or Images from a URL or HTML templates.

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Related categories

Images & Design

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

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OneDrive

File Management & Storage, Microsoft

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