Microsoft Excel + Hubflo
Microsoft Excel + Hubflo
Microsoft Excel + Hubflo integrations
Add new rows to Microsoft Excel when client forms are completed in Hubflo
Streamline your data capturing process with this efficient workflow. Once a client completes a form in Hubflo, it will directly feed into your Microsoft Excel spreadsheet, instantly adding a new row of data. This not only makes managing data more convenient but also prevents possible manual entry errors, ensuring accuracy and efficiency in tracking client information.
- When this happens...
Form Completed (By Client)Trigger when a form is completed by a client.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 Hubflo and Microsoft Excel
Discover other triggers and actions you can use with Hubflo and Microsoft Excel
Client Invited to PortalTriggers when a new invitation to the portal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Company Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Overdue
Triggers when an invoice is overdue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Message Sent
Triggers when a message is sent in a chatroom
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Comment on a Task
Triggers when a new comment is created on a task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New File Added to Task
Triggers when a new file is added to a task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Issued Proposal
Triggers when a new proposal is issued (non draft).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Proposal
Triggers when a new proposal is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Time Log
Triggers when a new time log is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Project Stage Updated
Triggers when a project stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Smartdoc Completed
Triggers when a smartdoc is completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Completed
Triggers when a task is mark as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - invoice idRequired
- accounting id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
- urlRequired
- display mode
- library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- chat_room_idRequired
- participant_typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- nameRequired
- business description
- company email
- address
- postal_code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
- ownerRequired
- Hubspot ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- contactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- description
- date
- duration in minutesRequired
- billableRequired
- hourly rate
- hourly cost
- project id
- task id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- nameRequired
- estimated revenue
- start date
- end date
- ownerRequired
- primary contact
- project typeRequired
- Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Description
- Quote comment
- Author IdRequired
- Project IdRequired
- Expires in days
- Payment Terms
- Contact Ids
- Payment Methods
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- titleRequired
- subtitle
- welcome_message
- new chat room
- users
- project
- template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- titleRequired
- contentRequired
- parent_id
- __new__
- library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- time log idRequired
- description
- date
- duration in minutesRequired
- billable
- hourly rate
- hourly cost
- project id
- task id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- form idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace_idRequired
- contact_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- chatroom idRequired
- bodyRequired
- private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
- subtitle
- welcome message
- chat room id
- project id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- contact_idRequired
- full name
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- project_idRequired
- name
- estimated revenue
- start date
- end date
- owner
- primary contact
- project type
- members
- Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace_idRequired
- title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- contact id
ActionThis is an event a Zap performs.SearchFind existing data in your app- library
- type
- workspace_id
ActionThis is an event a Zap performs.SearchFind existing data in your app- find project byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- form_idRequired
- status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find workspace byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Retrieve contacts byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- proposal idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- invoice idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- chat_room_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ChatroomRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- find project byRequired
- nameRequired
- estimated revenue
- start date
- end date
- ownerRequired
- primary contact
- project typeRequired
- Workspace Id
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Column IndexRequired
- Apply To
- Header Preservation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- TitleRequired
- Column Headers
- Zap_step_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Client Signed Up to Portal
Triggers when a client complete invitation to the portal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Form Completed (By Client)
Trigger when a form is completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Chatroom
Triggers when a new chatroom is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New File Uploaded
Triggers when a new file is uploaded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New File Uploaded (By Client)
Triggers when a new file is uploaded by client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Form
Triggers when a new form is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Issued Invoice
Triggers when a new invoice is issued (non draft).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Smartdoc
Triggers when a new smartdoc is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task (By Client)
Triggers when a new task is created by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Workspace
Triggers when a new workspace is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Proposal Accepted
Triggers when a proposal is accepted
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Smartdoc Sent
Triggers when a smartdoc is sent to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Completed (By Client)
Triggers when a task is mark as completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - task idRequired
- bodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
- urlRequired
- library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- invoice idRequired
- URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- full nameRequired
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- owner idRequired
- company id
- company name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- task_idRequired
- file_id
- library
- title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- titleRequired
- contentRequired
- projects
- contacts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- projectRequired
- project section templateRequired
- Make task visible in workspace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- nameRequired
- description
- date
- completed
- project
- contact
- workspace
- assignees
- clickup id
- clients
- tags
- Visible by contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IDRequired
- Folder nameRequired
- Parent ID (for subfolders)
- description
- locked
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- form_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- invoice idRequired
- paid atRequired
- payment methodRequired
- paid amountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- task_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- form idRequired
- contact idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- smartdoc idRequired
- contact idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company_idRequired
- name
- business description
- company email
- address
- postal code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
- urlRequired
- display_mode
- library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- task_idRequired
- name
- description
- date
- completed
- project
- contact
- workspace
- assignees
- clients
- tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- locked
- description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- find contact by
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- title
ActionThis is an event a Zap performs.SearchFind existing data in your app- project_idRequired
- name
ActionThis is an event a Zap performs.SearchFind existing data in your app- overdue
- project_id
- contact_id
- assignee_id
- creator_type
- completed
- parent_id
- tag
- Workspace Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- form idRequired
- Contact Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Template IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- task_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- email
- role
ActionThis is an event a Zap performs.SearchFind existing data in your app- find contact by
- full nameRequired
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- owner idRequired
- company id
- company name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Find workspace byRequired
- titleRequired
- subtitle
- welcome_message
- new chat room
- users
- project
- template
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- RangeRequired
- Apply To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Row IDRequired
- Apply To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- New NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Row IDRequired
- No_match_copy
ActionThis is an event a Zap performs.SearchFind existing data in your app- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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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OneDrive
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Hubflo is the all-in-one client portal suite to work with clients
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