Manage closed jobs in Commusoft by adding rows in Microsoft Excel
Activate this workflow and each time a job is marked as 'Closed' in Commusoft, a corresponding row will be generated in a specified Microsoft Excel spreadsheet. This eliminates the need for manual data entry and keeps your records up to date instantly, thereby increasing your efficiency. It's a systematic approach to keep track of all completed tasks and boost your productivity.
- When this happens...Job ClosedTriggers when a job is closed.
- automatically do this!Add RowAdds a new row to the end of a worksheet.
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More things you can do with Commusoft and Microsoft Excel
Discover other triggers and actions you can use with Commusoft and Microsoft Excel
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Triggers when a new customer is created.
Try ItTriggerInstant - Job Closed
Triggers when a job is closed.
Try ItTriggerInstant - New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - New Job
Triggers when a new job is created.
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- New Diary
Triggers when new diary event created.
Try ItTriggerInstant - Job Complete
Triggers when a job is completed.
Try ItTriggerInstant - New Invoice
Triggers when a new invoice is created.
Try ItTriggerInstant - New Opportunity
Triggers when a new opportunity is created.
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