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Microsoft Excel + Jobber

Create new Microsoft Excel rows for each new Jobber quote

Keep track of new quotes within your Jobber app by automatically adding them to a Microsoft Excel spreadsheet. This workflow is activated when a new quote is created in Jobber and results in a new row added in an Excel file, ensuring that all your important data is easily accessible and organized in one place. Save time and stay organized by streamlining your quote management process with this seamless integration.

Keep track of new quotes within your Jobber app by automatically adding them to a Microsoft Excel spreadsheet. This workflow is activated when a new quote is created in Jobber and results in a new row added in an Excel file, ensuring that all your important data is easily accessible and organized in one place. Save time and stay organized by streamlining your quote management process with this seamless integration.

  1. When this happens...
    JobberJobber
    New Quote

    Triggers when a quote is created.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Jobber triggers, actions, and search

    New Client

    Triggers when a client is created.

    Trigger
    Instant
    Try It
  • Jobber triggers, actions, and search

    New Job Completion

    Triggers when a job completion is created.

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Company Name

    • Email Address

    • Phone Number

    • Street 1

    • Street 2

    • City

    • State/Province

    • Country

    • Zip/Postal Code

    Action
    Write
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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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