Microsoft Excel + Outseta

Add new rows in Microsoft Excel for every new account added in Outseta

When a new account is added in Outseta, seamlessly update your Microsoft Excel spreadsheet with this automation. This workflow enables you to keep track of your Outseta accounts directly in Excel, eliminating the need for manual data entry and ensuring your spreadsheets are always up-to-date. Enjoy a streamlined process, boost efficiency, and increase productivity with this Outseta and Excel integration.

When this happens...
Account Added
Triggers when a new account is created
TriggerInstant
automatically do this!
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?

Account Subscription Started
Triggers when a new subscription starts for an account
Trigger
Instant
Try It
Person Deleted
Triggers when a person is deleted
Trigger
Instant
Try It
Chat Request Added
Triggers when a new chat is received.
Trigger
Instant
Try It
Person Added
Triggers when a new person is created
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated.
Trigger
Instant
Try It

- NameRequired
- Account StageRequired
- Client Identifier
- EmailRequired
- First Name
- Last Name
- Is PrimaryRequired
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Plan Uid
- Renewal Term
- Send Confirmation EmailRequired
- Quantity
Action
Write
- NameRequired
- DealPipelineStage UidRequired
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
- Email
- First Name
- Last Name
Action
Write

- Account UIDRequired
- Cancel Immediately
Action
Write
- EmailList UidRequired
- EmailRequired
- First Name
- Last Name
- Send Welcome Email
Action
Write
- Deal UIDRequired
- Name
- DealPipelineStage Uid
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
Action
Write
- Person EmailRequired
Action
Search
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search

Account Deleted
Triggers when an account is deleted
Trigger
Instant
Try It
Account Added
Triggers when a new account is created
Trigger
Instant
Try It
Deal Added
Triggers when a new deal is created
Trigger
Instant
Try It
Account Updated
Triggers when an account is updated.
Trigger
Instant
Try It
Person Updated
Triggers when a person is updated.
Trigger
Instant
Try It
- TitleRequired
- Description
- Data
- Entity TypeRequired
- Entity UidRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Account UIDRequired
Action
Write
- Account UIDRequired
- NameRequired
- Address Line 1
- Address Line 2
- AddressLine3
- City
- State/Region
- Postal Code
- Country
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Account Specific Page Url 1
- Account Specific Page Url 2
- Account Specific Page Url 3
- Account Specific Page Url 4
- Account Specific Page Url 5
Action
Write
- Person UidRequired
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Person EmailRequired
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Search or write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
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.

Help

Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About Outseta

Outseta is a technology stack for early stage SaaS companies. The platform fully integrates CRM, subscription billing & management, and customer success tools (email, chat, help desk).

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Microsoft Excel + Outseta

Add new rows in Microsoft Excel for every new account added in Outseta

Account Subscription Started

Person Deleted

Chat Request Added

Person Added

Deal Updated

Add Account

Account StageRequired

Client Identifier

EmailRequired

First Name

Last Name

Is PrimaryRequired

Address Line 1

Address Line 2

Address Line 3

City

State/Region

Postal Code

Country

Plan Uid

Renewal Term

Send Confirmation EmailRequired

Quantity

Add Deal

NameRequired

DealPipelineStage UidRequired

Amount

AssignedToPersonClientIdentifier Uid

Due Date

Account Uid

Person Uid

Email

First Name

Last Name

Cancel Subscription

Account UIDRequired

Cancel Immediately

Subscribe to Email List

EmailList UidRequired

EmailRequired

First Name

Last Name

Send Welcome Email

Update Deal

Deal UIDRequired

Name

DealPipelineStage Uid

Amount

AssignedToPersonClientIdentifier Uid

Due Date

Account Uid

Person Uid

Retrieve Person

Person EmailRequired

New Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

New Worksheet

Storage Source

Folder

SpreadsheetRequired

Add Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Create Spreadsheet

Storage Source

Folder

TitleRequired

Column Headers

Zap Step Id

Find Row