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Microsoft Excel + Jobber

Create new rows in Microsoft Excel for new invoices in Jobber

Automate your invoicing and record-keeping process with this streamlined workflow. It commences when a new invoice arises in Jobber and swiftly adds a row in Microsoft Excel, ensuring you never miss an entry. This efficient process allows seamless data transfer, saving time for more important tasks and ensuring your business financial records are up-to-date.

Automate your invoicing and record-keeping process with this streamlined workflow. It commences when a new invoice arises in Jobber and swiftly adds a row in Microsoft Excel, ensuring you never miss an entry. This efficient process allows seamless data transfer, saving time for more important tasks and ensuring your business financial records are up-to-date.

  1. When this happens...
    JobberJobber
    New Invoice

    Triggers when an invoice 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
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.
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Related categories

  • Microsoft
  • Spreadsheets

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