Microsoft Excel + JobTread
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.
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.
- When this happens...Document Recipient Updated
Triggers when a document recipient is updated.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet
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