EasyMe + Microsoft Excel
Create or update EasyMe clients from new Microsoft Excel rows
Effortlessly keep track of client details with this seamless workflow utilizing Microsoft Excel and EasyMe. Whenever new data is entered into a row in your Excel spreadsheet, it will trigger an update or creation of a client profile within EasyMe. This streamlines your process, making your client management efficient and hassle-free.
Effortlessly keep track of client details with this seamless workflow utilizing Microsoft Excel and EasyMe. Whenever new data is entered into a row in your Excel spreadsheet, it will trigger an update or creation of a client profile within EasyMe. This streamlines your process, making your client management efficient and hassle-free.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create or Update Client
Creates or updates a client.
- Free forever for core features
- 14 day trial for premium features & apps
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired
