DocketManager + Microsoft Excel

DocketManager + Microsoft Excel integrations

Add new rows in Microsoft Excel for every order posted in DocketManager

Efficiently streamline your order processing with this time-saving workflow. When a new order is posted in DocketManager, a corresponding row is instantly created in your Microsoft Excel spreadsheet. This ensures your orders are always up-to-date and organized, helping to eliminate manual data entry and improve your sales tracking processes.

When this happens...
Order PostedTriggers when an Order is Posted.
TriggerInstant
automatically do this!
Add RowAdds a new row to the end of a worksheet.
ActionWrite

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More things you can do with DocketManager and Microsoft Excel

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

Contact Created
Triggers when a new Contact is Created.
Trigger
Instant
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Customer Created
Triggers when a new Customer is created.
Trigger
Instant
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Order Placed Online
Triggers when an Online Order is placed.
Trigger
Instant
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Payment Created
Triggers when a Payment is Created.
Trigger
Instant
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Queue Changed
Triggers when and Order Item moves into a new Queue.
Trigger
Instant
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Quote Email
Triggers when a Quote Email is sent
Trigger
Instant
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Supplier Created
Triggers when a new Supplier is created.
Trigger
Instant
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Sync Item
Triggers when the "Sync Item" button is clicked on the Item View page.
Trigger
Instant
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Task Completed
Triggers when a Task is marked as completed.
Trigger
Instant
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Vendor Updated
Triggers when a Vendor is modified.
Trigger
Instant
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- Contact Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Name
  Required
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
Action
Write
- Task Text
  Required
- Due Date
- Assigned To
  Required
- Created By
  Required
- Customer ID
  Required
Action
Write
- Task Text
  Required
- Due Date
- Assigned To
  Required
- Created By
  Required
- Order Item ID
  Required
Action
Write
- Task Text
  Required
- Due Date
- Assigned To
  Required
- Created By
  Required
- Order ID
  Required
Action
Write
- Quote Item Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Quote Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Order Id
  Required
- Tracking Number
- Contact Name
- Destination Address Name
- Destination Address
- Destination City
- Destination Region
- Destination Country
- Destination Zip/Postal
- Cost
- Price
Action
Write
- Queue Name
  Required
- Order Item Id
  Required
Action
Write
- Id
  Required
- Update
- Updates
  Required
- Billing
- Billing Address
- Shipping
- Shipping Address
Action
Write
- Search By
  Required
Action
Search
- Number
  Required
Action
Search
- Number
  Required
Action
Search
- Search By
  Required
- Customer Id
  Required
- Name
  Required
- Title
- Phone
- Cell
- Email
- Tags
Action
Search or write
- 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

Contact Updated
Triggers when a Contact is modified.
Trigger
Instant
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Customer Updated
Triggers when a Customer is modified.
Trigger
Instant
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Order Posted
Triggers when an Order is Posted.
Trigger
Instant
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Proof Status Updated
Triggers when a Proof Status is Created or Changed.
Trigger
Instant
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Quote Converted
Triggers when a Quote is converted to an Order.
Trigger
Instant
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Shipping Email
Triggers when a Shipping Email is sent.
Trigger
Instant
Try It
Supplier Updated
Triggers when a Supplier is modified.
Trigger
Instant
Try It
Sync Order
Triggers when the "Sync Order" button is clicked on the Order View page.
Trigger
Instant
Try It
Vendor Created
Triggers when a new Vendor is Created.
Trigger
Instant
Try It
- Customer Id
  Required
- Name
  Required
- Title
- Phone
- Cell
- Email
- Tags
Action
Write
- Task Text
  Required
- Due Date
- Assigned To
  Required
- Created By
  Required
- Contact ID
  Required
Action
Write
- Customer Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Order Item Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Order Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Order ID
  Required
- Created By Employee ID
  Required
- Deposit Type
  Required
- Payment Type
  Required
- Reference Number
- Payment Date
  Required
- Payment Amount
  Required
Action
Write
- Task Text
  Required
- Due Date
- Assigned To
  Required
- Created By
  Required
- Quote Item ID
  Required
Action
Write
- Task Text
  Required
- Due Date
- Assigned To
  Required
- Created By
  Required
- Quote ID
  Required
Action
Write
- Task Text
  Required
- Due Date
- Assigned To
  Required
- Created By
  Required
Action
Write
- Id
  Required
- Updates Help
- Updates
  Required
Action
Write
- Search By
  Required
Action
Search
- Search By
  Required
Action
Search
- Number
  Required
Action
Search
- Number
  Required
Action
Search
- Search By
  Required
- Name
  Required
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
Action
Search or 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
- 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

About DocketManager

DocketManager is a complete print business management system offering a fully integrated cloud based MIS and Web to Print platform.

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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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