Loading

Microsoft Excel + Jobber

Add new Jobber clients to a Microsoft Excel table as rows for seamless tracking

Effortlessly keep track of new clients in your Jobber app by adding their information to a designated Microsoft Excel table. This workflow activates when a new client appears in Jobber, and it promptly adds their details to a specified table in Excel. Save time and stay organized with this seamless integration, ensuring your client data is always up-to-date and easily accessible.

Effortlessly keep track of new clients in your Jobber app by adding their information to a designated Microsoft Excel table. This workflow activates when a new client appears in Jobber, and it promptly adds their details to a specified table in Excel. Save time and stay organized with this seamless integration, ensuring your client data is always up-to-date and easily accessible.

  1. When this happens...
    JobberJobber
    New Client

    Triggers when a client is created.

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

    Adds a new row to the end of a specific table.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
excel logo
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.
Help

Related categories

  • Microsoft
  • Spreadsheets

Similar apps

OneDrive integrationsOneDrive integrations

OneDrive

File Management & Storage, Microsoft
Smartsheet integrationsSmartsheet integrations

Smartsheet

Spreadsheets
Quip integrationsQuip integrations

Quip

Documents