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Microsoft Excel + PracticePanther Legal Software

Add new rows in Microsoft Excel for every new invoice in PracticePanther Legal Software

Keep your financial records in order effortlessly with this convenient workflow between PracticePanther Legal Software and Microsoft Excel. When a new invoice is generated within PracticePanther, the data is seamlessly added as a row in your specified Microsoft Excel sheet. This ensures a consistent and error-free method of documenting important billing information in real time. Harness this automation to save time and maintain an accurate financial record.

Keep your financial records in order effortlessly with this convenient workflow between PracticePanther Legal Software and Microsoft Excel. When a new invoice is generated within PracticePanther, the data is seamlessly added as a row in your specified Microsoft Excel sheet. This ensures a consistent and error-free method of documenting important billing information in real time. Harness this automation to save time and maintain an accurate financial record.

  1. When this happens...
    PracticePanther Legal SoftwarePracticePanther Legal Software
    New Invoice

    Triggers when a new invoice is 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?
    • Assigned To

    • Tag

    Trigger
    Scheduled
    Try It
    • Contact

    • Matter

    • Tag

    • Assigned To

    Trigger
    Scheduled
    Try It
    • Contact

    • Matter

    • Tag

    • Assigned to User

    Trigger
    Scheduled
    Try It
  • PracticePanther Legal Software triggers, actions, and search

    New Expense Category

    Triggers when a new expense category is created.

    Trigger
    Scheduled
    Try It
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excel logo

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.
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Related categories

  • Microsoft
  • Spreadsheets

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