Add new OrbisX clients to Microsoft Excel rows for streamlined tracking
When you gain new clients in the OrbisX platform, this workflow ensures their details are immediately added to your Microsoft Excel sheet. This integration makes tracking clients easier and streamlines your record keeping process. It enables seamless data transfer so you can spend more time on client relationships and less on manual data entry.
When you gain new clients in the OrbisX platform, this workflow ensures their details are immediately added to your Microsoft Excel sheet. This integration makes tracking clients easier and streamlines your record keeping process. It enables seamless data transfer so you can spend more time on client relationships and less on manual data entry.
- When this happens...New Clients
Triggers when a new clients are 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