Microsoft Excel + Jobber
Add new Jobber clients to Microsoft Excel as rows
Efficiently track new clients in Jobber by automatically adding their details to a Microsoft Excel spreadsheet. With this workflow, whenever a new client is added in Jobber, their information will be seamlessly recorded in Excel, making it easier for you to manage and analyze client data without manual data entry. Stay organized and up-to-date by incorporating this simple automation into your processes.
Efficiently track new clients in Jobber by automatically adding their details to a Microsoft Excel spreadsheet. With this workflow, whenever a new client is added in Jobber, their information will be seamlessly recorded in Excel, making it easier for you to manage and analyze client data without manual data entry. Stay organized and up-to-date by incorporating this simple automation into your processes.
- When this happens...New Client
Triggers when a client is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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