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Microsoft Excel + JobTread

Microsoft Excel + JobTread

Microsoft Excel + JobTread integrations

Update Microsoft Excel spreadsheets when document recipients are updated in JobTread

Maintain consistent data between your JobTread documents and Microsoft Excel spreadsheets with this automation process. Each time an alteration in the document recipient list occurs in JobTread, it results in a corresponding update in your Excel spreadsheet. This real-time mirroring eliminates manual input, ensuring your Excel records always match your JobTread updates. Perfect for construction businesses or contractors looking for an efficient solution to document management.

  1. When this happens...
    Document Recipient Updated
    Document Recipient Updated
    Document Recipient UpdatedTriggers when a document recipient is updated.
  2. automatically do this!
    Create Workbook
    Create Workbook
    Create WorkbookCreates a new workbook
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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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About JobTread
JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.
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