Microsoft Excel + Knowify
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.
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.
- When this happens...
New ClientTriggers when a new client has been added.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add RowAdds a new row to the end of a worksheet.
ActionWriteCreate a new record or update an existing record in your app.
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New AIA Invoice
Triggers when a new AIA invoice has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Bill
Triggers when a new bill has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBill Sent for Approval
Triggers when a bill is sent for approval.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Client
Triggers when a new client has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContract Job Marked as Rejected
Triggers when a contract job has been marked as rejected.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Invoice
Triggers when an invoice has been updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPhase Status Changed
Triggers when a phase status is changed
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contract Job
Triggers when a new contract job has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob Reopened
Triggers when a contract job has been reopened
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Purchase
Triggers when a purchase has been updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Service Job
Triggers when a new service job has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTime Entry Approved
Triggers when a time entry has been approved
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob NameRequired
Client NameRequired
AddressRequired
CityRequired
State/ProvinceRequired
ZipcodeRequired
Country (2-letter abbreviation)Required
Contract Value
Line Item Name
Phase Name
Invoiced to Date
Labor Cost to Date
Material Cost to Date
Sub Cost to Date
Payments to Date
Labor Budget
Material Budget
Sub Budget
Sales Lead
Project Manager
Job notes
Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Item NameRequired
Description
Our CostRequired
Sale PriceRequired
Item Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileNameRequired
UrlRequired
Project IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Comment
Task Complete?
Deadline
Date Completed
Resource(s)
Job
Phase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Vendor NameRequired
Street Address
Street Address (Continued)
City Name
Client Contact Name
Country Name
Email Address
Phone Number
State/Province
Is this vendor a subcontractor?
Other Details
Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Item NameRequired
Description
Our CostRequired
Sale PriceRequired
Item Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhase NameRequired
Project Name
ActionThis is an event a Zap performs.SearchFind existing data in your appJob NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appVendor IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
RangeRequired
Apply To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Row IDRequired
Apply To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
Column Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
New NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Row IDRequired
No Match Copy
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Allocation
Triggers when a new allocation has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Bill Payment
Triggers when a new bill payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planChange Order Made Active
Triggers when a change order has been made active.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContract Job Made Active
Triggers when a contract job has been made active.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContract Out for Signature
Triggers when a contract job has been sent out for signature.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice Payment
Triggers when a new invoice payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planItem Marked Received
Triggers when an item is marked received, returning the request with the specified item marked as received
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPhase Scheduled
Triggers when a phase has been scheduled
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new trigger has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob Closed
Triggers when a contract job has been closed
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Purchase
Triggers when a new purchase has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSubmittal Approved
Triggers when a submittal has been approved.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask Marked Complete
Triggers when a task has been marked complete
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planService Job Marked Complete
Triggers when a service job has been marked complete.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Vendor
Triggers when a new vendor has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planClient NameRequired
Client Contact Name
Email Address
Phone Number
Client Parent Id
Street Address
Street Address (Continued)
City Name
State/Province
Zip Code
Country Name
Shipping Same as Billing
Shipping Street Address
Shipping Street Address (Cont'd)
Shipping City Name
Shipping Contact Name
Shipping Country Name
Shipping State/Province Name
Shipping Zip Code
Website
Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NameRequired
Job Costing Style
Contract TypeRequired
Client NameRequired
Sales Lead
Project Manager
Job notes
Address1
Address2
City
State/Province
Zip
Country (2 characters)
Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Service Asset NameRequired
Client NameRequired
Service Asset Notes
Manufacturer
Model
Serial Number
Location on Site
AddressRequired
Address 2
CityRequired
State/Province (2-letter abbreviation)Required
ZipcodeRequired
Country (2-letter abbreviation)Required
Installation Date (MM-DD-YYYY)
Last Serviced Date (MM-DD-YYYY)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NameRequired
Client NameRequired
Service Notes
AddressRequired
Address 2
CityRequired
State/Province (2-letter abbreviation)Required
ZipcodeRequired
Country (2-letter abbreviation)Required
Is Time & Materials?Required
Resource
Date (MM-DD-YYYY)
Time Zone
Start Time
End Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
NameRequired
Business StateRequired
Start Date
Finish Date
Work Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
DescriptionRequired
Comment
Task Complete?
Deadline
Date Completed
Resource(s)
Job
Phase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Column IndexRequired
Apply To
Header Preservation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
Column Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Microsoft Excel
Related categories
Related categories
Related Zap Templates
- Activate contract jobs in Knowify and add rows to Microsoft Excel table
- Add rows to Microsoft Excel when service jobs are marked complete in Knowify
- Add rows in Microsoft Excel when jobs close in Knowify
- Add new rows in Microsoft Excel when contract jobs are made active in Knowify
- Add new Knowify invoices to Microsoft Excel rows effortlessly