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Microsoft Excel + Fieldnotes

Update or add Fieldnotes contacts each time a new row is added in Microsoft Excel

Easily streamline your contact management process with this efficient workflow. When a new row is added in your Microsoft Excel, Fieldnotes will be instantly updated or a new contact will be added, keeping your records up-to-date and accurate. No need for manual data entry, this automatic procedure ensures all your Fieldnotes contacts mirror your information stored in Excel, allowing for better relationship management.

Easily streamline your contact management process with this efficient workflow. When a new row is added in your Microsoft Excel, Fieldnotes will be instantly updated or a new contact will be added, keeping your records up-to-date and accurate. No need for manual data entry, this automatic procedure ensures all your Fieldnotes contacts mirror your information stored in Excel, allowing for better relationship management.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row

    Triggers when a new row is added to a worksheet in a spreadsheet.

    TriggerScheduled
  2. automatically do this!
    FieldnotesFieldnotes
    Update or Add Contact

    Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • RowRequired

    Action
    Write
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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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Related categories

  • Microsoft
  • Spreadsheets

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About Fieldnotes

Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.
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