ConnectWise Manage + Microsoft Excel integrations
Add rows to Microsoft Excel for new or updated ConnectWise Manage projects
Keep your Microsoft Excel tables up to date with this seamless workflow. When a new or updated project is detected in ConnectWise Manage, this automation promptly adds a row to the specified table in Microsoft Excel. This streamlined process not only helps you stay organized, but also ensures your Excel documents consistently contain the most recent project information.
- When this happens...New/Updated ProjectTriggers when a project is created or updated.
- automatically do this!Add Row to TableAdds a new row to the end of a specific table.
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More things you can do with ConnectWise Manage and Microsoft Excel
Discover other triggers and actions you can use with ConnectWise Manage and Microsoft Excel
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerInstant- New, Updated or Both
- Board Filter
- Project Filter
Try ItTriggerInstant- New Territory
Triggers when a new territory is created.
Try ItTriggerPolling - Company_nameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
ActionWrite
- Service Board Filter
Try ItTriggerPolling- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Try ItTriggerInstant- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
ActionWrite- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
ActionWrite
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.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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