Microsoft Excel + MaintainX

Microsoft Excel + MaintainX integrations

Create spreadsheets in Microsoft Excel for new work orders in MaintainX

Effortlessly keep track of your new work orders from the MaintainX app with this efficient workflow. Every time a new work order pops in, this automation will directly compile all the essential work order details into a neat Microsoft Excel spreadsheet. This not only ensures all critical information is in one place, but also saves your valuable time by eliminating manual data entry. Now, stay organized and focus more on executing the work orders rather than managing them.

When this happens...
New Work OrderTriggers when a new work order is created.
TriggerInstant
automatically do this!
Create WorkbookCreates a new workbook
ActionWrite

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More things you can do with MaintainX and Microsoft Excel

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

- Return all Asset Info (serializeEntity)
Trigger
Instant
Try It
- Properties
- Return all Work Order Data (serialize Entity)
- Only return Filtered Properties
Trigger
Instant
Try It
- One of Statuses
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
Try It
- Work Order
- Categories
Action
Write
- Name
  Required
- Address
- Description
- Parent Location
- Vendors
- Custom Fields
Action
Write

- Conversation
  Required
- Message Content
  Required
Action
Write
- Title
  Required
- Description
- Priority
- Due Date
- Start Date
- User Ids
- Team Ids
- Procedure Template
- Location
- Asset
- Categories
- Custom Fields
- Work Request ID
Action
Write

- Title
  Required
- Description
- Priority
- Location
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write

- One of Categories
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
Try It
New Work Order
Triggers when a new work order is created.
Trigger
Instant
Try It
New Work Request
Triggers when a New Work Request is created
Trigger
Instant
Try It
- Asset Name
  Required
- Asset Types
- Barcode
- Criticality
- Description
- Location
- Parent Asset
- Manufacturer
- Model
- Serial Number
- Responsible Teams
- Vendors
Action
Write
- Location ID
- Name
- Address
- Description
- Parent Location
- Vendors
- Custom Fields
Action
Write
- Work Order ID
  Required
- Comment Content
Action
Write
- Work Order ID
  Required
- Title
- Asset
- Description
- Due Date
- Estimated Time
- Priority
- Procedure Template
- customFields
- User IDs
- Team IDs
Action
Write
- Entity Type
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

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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Related categories

Microsoft

Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About MaintainX

MaintainX helps you track your reactive maintenance, preventive maintenance, and control the daily operations of your business.

Learn moreLearn moreHelpHelp

Related categories

Task Management

Related Zap Templates

Update rows in Microsoft Excel when work order status changes in MaintainX