Microsoft Excel + JobTread
Create rows in Microsoft Excel for new customers in JobTread
Easily streamline your customer management process with this workflow. When a new customer is created in JobTread, the workflow goes into action, promptly adding a matching row in your Microsoft Excel spreadsheet. This creates a more organized system, leading to improved client tracking, saving you time and enhancing productivity. Ultimately, this simple yet efficient process boosts your business operation by keeping your customer information updated and consistent.
Easily streamline your customer management process with this workflow. When a new customer is created in JobTread, the workflow goes into action, promptly adding a matching row in your Microsoft Excel spreadsheet. This creates a more organized system, leading to improved client tracking, saving you time and enhancing productivity. Ultimately, this simple yet efficient process boosts your business operation by keeping your customer information updated and consistent.
- When this happens...Customer Created
Triggers when a customer is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
- Free forever for core features
- 14 day trial for premium features & apps
