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Microsoft Excel + FreeAgent

Add new FreeAgent invoices to a Microsoft Excel spreadsheet as rows

Streamline your financial tracking with this workflow. When a new invoice is created in FreeAgent, this automation adds a row in your Microsoft Excel spreadsheet seamlessly. This helps you keep an efficient, up-to-date record of your invoices, reducing manual data entry, and saving you valuable time.

Streamline your financial tracking with this workflow. When a new invoice is created in FreeAgent, this automation adds a row in your Microsoft Excel spreadsheet seamlessly. This helps you keep an efficient, up-to-date record of your invoices, reducing manual data entry, and saving you valuable time.

  1. When this happens...
    FreeAgentFreeAgent
    New Invoice

    Triggers when a new invoice is added or meets criterion.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • FreeAgent triggers, actions, and search

    New Contact

    Triggers when you add a new contact.

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    Trigger
    Scheduled
    Try It
    • Organisation Name

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Address (Line 1)

    • Address (Line 2)

    • Town

    • Region

    • Postcode

    • Country

    Action
    Write
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Status

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • NameRequired

    • StatusRequired

    • Is Billable?

    • Billing Rate

    • Billing Period

    Action
    Write
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
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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 FreeAgent

FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing.

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