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Microsoft Excel + OrbisX

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.

  1. When this happens...
    OrbisXOrbisX
    New Clients

    Triggers when a new clients are created.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • OrbisX triggers, actions, and search

    Completed Event Hook

    Triggers when an event is completed

    Trigger
    Instant
    Try It
  • OrbisX triggers, actions, and search

    New Booking Request Received

    Triggers when a new booking request is received

    Trigger
    Instant
    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.

Related categories

  • Microsoft
  • Spreadsheets

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About OrbisX

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

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