Microsoft Excel + Invoiced

Add new Invoiced customers to Microsoft Excel rows

Simplify your data tracking tasks with this workflow. When a new customer is added in Invoiced, it will create a matching entry in your Microsoft Excel, ensuring all customer records are stored in both systems unerringly. Perfect for those who wish to maintain a streamlined, accurate customer database across platforms.

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ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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Invoice Paid in Full
Triggers when an invoice is paid in full.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Subscription
Triggers when a new subscription is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- CustomerRequired
- Notes
- AmountRequired
- Currency
- Date
Action
Write

- NameRequired
- Email Address
- Account Number
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Write
- CustomerRequired
- NameRequired
- QuantityRequired
- Unit CostRequired
- Invoice Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
- AmountRequired
- Currency
- Date
- Method
- Reference
- Notes
- Invoiced
- Type
- Amount
- Document Type
- Estimate
- Credit Note
Action
Write
- CustomerRequired
- PlanRequired
- Quantity
- Billing Cycles
Action
Write
- CustomerRequired
- Name
- Email Address
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Write
- Id
- Estimate #
Action
Search
- Name
- Account #
- Email Address
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Column IndexRequired
- Apply To
- Header Preservation
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- RangeRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write

New Credit Note
Triggers when a new credit note is created.
Trigger
Instant
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Instant
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New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- CustomerRequired
- NameRequired
- Email Address
- Phone Number
- SMS Enabled?
- Billing Contact?
- Title
- Department
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
Action
Write
- CustomerRequired
- NameRequired
- QuantityRequired
- Unit CostRequired
- Credit Note Number
- Send?
- Draft?
- Notes
Action
Write
- CustomerRequired
- NameRequired
- QuantityRequired
- Unit CostRequired
- Estimate Number
- Send?
- Draft?
- Notes
Action
Write
- CustomerRequired
- NotesRequired
Action
Write
- CustomerRequired
- Quantity
- Item Name
- Description
- Unit Cost
- Item ID
Action
Write
- CustomerRequired
- NameRequired
- ActionRequired
- Due Date
Action
Write
- Id
- Credit Note #
Action
Search
- Id
- Invoice #
Action
Search
- NameRequired
- Account Number
- Email Address
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Search or write
- 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
- WorkbookRequired
- Worksheet IDRequired
- RangeRequired
- Apply To
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Row IDRequired
- Apply To
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- New NameRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Row IDRequired
- No Match Copy
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

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

Similar apps

About Invoiced

Invoiced is autopilot for accounts receivable.

Learn more

Related categories

Accounting

Microsoft Excel + Invoiced

Add new Invoiced customers to Microsoft Excel rows

New Contact

New Customer

Invoice Paid in Full

New Note

New Subscription

New Task

Create Credit Balance Adjustment

Create Customer

Create Invoice

Create Payment

Create Subscription

Update Customer

Find Estimate

Find or Create Customer

New Row

New Worksheet

Add Row

Add Row to Table

Clear Column by Index

Create Workbook

Delete Worksheet

Update Row

Find Row

Get Cells in Range

Get Worksheet by ID

Find or Create Worksheet

New Credit Note

New Estimate

New Invoice

Subscription Canceled

New Payment

Create Contact

Create Credit Note

Create Estimate

Create Note

Create Pending Line Item

Create Task

Find Credit Note

Find Invoice

Find or Create Customer

New Row in Table

Updated Row

Add Row(s)

Clear Cells by Range

Clear Row by ID

Create Worksheet

Rename Worksheet

API Request (Beta)

Find Worksheet(s)

Get Row by ID

Find or Create Row

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

About Invoiced

Related categories