Microsoft Excel + JobTread
Create rows in Microsoft Excel when new customer contacts are created in JobTread
With this workflow, as soon as a new customer contact is created in JobTread, a new row gets added in your designated Microsoft Excel spreadsheet. This automated process ensures that details of your new client contacts are instantly and accurately documented in Excel for easy organization and reference. No need to manually transfer data, saving you both time and reducing the risk of errors.
With this workflow, as soon as a new customer contact is created in JobTread, a new row gets added in your designated Microsoft Excel spreadsheet. This automated process ensures that details of your new client contacts are instantly and accurately documented in Excel for easy organization and reference. No need to manually transfer data, saving you both time and reducing the risk of errors.
- When this happens...Customer Contact Created
Triggers when a contact is created for a customer.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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