Microsoft Excel + Portal.io
Microsoft Excel + Portal.io
Microsoft Excel + Portal.io integrations
Update proposal status in Portal.io and add rows in Microsoft Excel
Keep your records updated effectively with this seamless workflow. As soon as you modify a proposal status in Portal.io, this change is reflected instantly in a Microsoft Excel sheet, helping avoid manual entries and minimizing errors. Your proposal status alterations are displayed in real-time, providing you an accurate, up-to-date overview every time.
- When this happens...Update Proposal StatusTriggers when a proposal status change.
- automatically do this!Add RowAdds a new row to the end of a worksheet.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Portal.io and Microsoft Excel
Discover other triggers and actions you can use with Portal.io and Microsoft Excel
- Proposal Status
Try ItTriggerInstant- Update Order Status
Triggers when an order status change.
Try ItTriggerInstant - Proposal Status
Try ItTriggerInstant- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling
- Contact Modification
Triggers when a contact updated.
Try ItTriggerInstant - Update Payment Status
Triggers when a payment status change.
Try ItTriggerInstant - Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
Try ItTriggerPolling
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
Similar apps
OneDrive
File Management & Storage, Microsoft
Smartsheet
Spreadsheets
Quip
Documents
About Portal.io
Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.
Related categories