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Microsoft Excel + Knowify

Microsoft Excel + Knowify

Microsoft Excel + Knowify integrations

Add new Knowify clients to Microsoft Excel rows effortlessly

Easily manage your growing client base with this workflow. When a new client is added in Knowify, a row is populated in your Microsoft Excel spreadsheet, ensuring every client detail gets recorded precisely. This automation not only reduces manual data entry but it also offers a seamless way to keep track of crucial information about your new clients.

  1. When this happens...
    New Client
    New Client
    New ClientTriggers when a new client has been added.
  2. automatically do this!
    Add Row
    Add Row
    Add RowAdds a new row to the end of a worksheet.
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More things you can do with Knowify and Microsoft Excel

Discover other triggers and actions you can use with Knowify and Microsoft Excel

  • Knowify triggers, actions, and search
    New AIA Invoice

    Triggers when a new AIA invoice has been added.

    Trigger
    Polling
    Try It
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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 Knowify
Knowify is a job costing and project management platform for contractors.
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