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Microsoft Excel + Investment Dominator

Update rows in Microsoft Excel with new records from Investment Dominator

Manage your investment data efficiently with this workflow. When you input a new record in Investment Dominator, it directly reflects in your Microsoft Excel, creating a new row in the respective worksheet. This seamless process plays a significant role in ensuring precise data tracking across both platforms, providing a hassle-free solution to maintain and control your investment data.

Manage your investment data efficiently with this workflow. When you input a new record in Investment Dominator, it directly reflects in your Microsoft Excel, creating a new row in the respective worksheet. This seamless process plays a significant role in ensuring precise data tracking across both platforms, providing a hassle-free solution to maintain and control your investment data.

  1. When this happens...
    Investment DominatorInvestment Dominator
    New Record

    Triggers when a new record is saved in the database.

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

    Updates a row in a specific worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Property StatusRequired

    • Property TypeRequired

    Trigger
    Scheduled
    Try It
    • TypeRequired

    • Contact Id

    • Notes

    • First NameRequired

    • Last Name

    • Email

    • Email Status

    • Company

    • Password

    • Phone

    • Phone Status

    • Cell

    • Cell Status

    • Address

    • Address 2

    • City

    • State

    • Zip

    • Lead Source

    • Interest

    • Property Interested In

    • Put Down Value

    • Monthly Payment

    • Highlighted

    • Tags

    Action
    Write
    • Task TypeRequired

    • Task StatusRequired

    • Properties

    • Contacts

    • Notes

    • Owners

    • Location

    • Task TitleRequired

    • Task DescriptionRequired

    • Public To AllRequired

    • Start DateRequired

    • Start TimeRequired

    • End DateRequired

    • End TimeRequired

    • Personal Note

    • Email

    • Tags

    • Assigned To

    • PriorityRequired

    Action
    Write
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    • Record StatusRequired

    Trigger
    Scheduled
    Try It
    • Property TypeRequired

    • Property Ids

    • Property StatusRequired

    • Caller First NameRequired

    • Caller Last NameRequired

    • Property Address

    • Property City

    • Property State

    • Property County

    • Property Zip

    • Property APN

    • Property Legal Description

    • Property Short Legal Description

    • Property Price

    • Property Acres

    • Property Sqft

    • Property Dimension

    • Property Terrain

    • Property Zoning

    • Property Base Tax

    • Property Hoa

    • Property Lien

    • Property Backtax

    • Property Assessed Value

    • Property Market Value / ARV

    • Property Repair Estimate

    • Property Improvements

    • Property Power Line

    • Property Road Access

    • Property Owned Year

    • Property Acquire

    • Property Estimated Value

    • Property Minimum Offer

    • Property Comment

    • Property Agent Name

    • Property Agent Phone

    • Property Seller Agent Name

    • Property Seller Agent Phone

    • Property Admin Note

    • Property Listing Status

    • Property Listing Headline

    • Property Listing Sub Headline

    • Property Description

    • Property Plat Map Link (URL)

    • Property Average Temperature

    • Property Sale Price

    • Property Purchased On

    • Property Purchase Amount

    • Property Purchase Closing Costs

    • Property Sold On

    • Property Sold Amount

    • Property Sold Closing Costs

    • Property Number of Bedroom

    • Property Number of Bathroom

    • Property Current Occupancy

    • Property Rent Value

    • Property Selling Reason

    • Property Urgency

    • Property Currently Foreclosure

    • Property Repair Needed

    • Property Water Damage

    • Owner First Name

    • Owner Last Name

    • 2nd Owner First Name

    • 2nd Owner Last Name

    • Owner Type

    • Owner Company

    • Owner Email

    • Owner Primary Phone

    • Owner Secondary Phone

    • Owner Fax

    • Owner Address

    • Owner Address 2

    • Owner City

    • Owner State

    • Owner Zip

    • Highlighted

    • Tags

    Action
    Write
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
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excel logo

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 Investment Dominator

Investment Dominator CRM is a complete real estate investment deal management and automation system for land, home, and note investors.

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