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Microsoft Excel + fynk + Filter by Zapier

Create documents from templates in fynk when new Microsoft Excel rows are updated

Managing document creation manually from Excel updates can be a hassle. With this Zap in place, though, every time a specified column in an Excel row is newly updated, a new document is automatically created from a selected template in fynk. This ensures your document workflow stays effortlessly aligned with your spreadsheet updates.

Managing document creation manually from Excel updates can be a hassle. With this Zap in place, though, every time a specified column in an Excel row is newly updated, a new document is automatically created from a selected template in fynk. This ensures your document workflow stays effortlessly aligned with your spreadsheet updates.

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

    Triggers when a row is added or updated in a worksheet.

    TriggerPolling
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    fynkfynk
    Create Document From Template

    Create a new document from an existing template.

    ActionWrite
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Supported triggers and actions

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Action
    Write

    • Plan Restrictions

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    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

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  • Spreadsheets

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About fynk

fynk is an intelligent document management tool to create, organize and digitally sign legal documents.

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  • Documents
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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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