Microsoft Excel + Portal.io
Microsoft Excel + Portal.io
Microsoft Excel + Portal.io integrations
Update payment statuses in Portal.io and add rows in Microsoft Excel
Manage your finances effectively with this workflow. When a payment status gets updated in the Portal.io app, a new record is created in your Microsoft Excel worksheet. This helps you keep track of financial changes directly from your spreadsheets, making account management effortless and efficient.
- When this happens...Update Payment StatusTriggers when a payment 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