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Microsoft Excel + Process Plan

Microsoft Excel + Process Plan

Microsoft Excel + Process Plan integrations

Complete Process Plan instances and add rows to a Microsoft Excel table

Easily maintain your Microsoft Excel tables with this handy automation when a task is completed in the Process Plan app. As soon as a process instance gets completed in Process Plan, a new row gets added to your designated Excel table. This keeps all your process details in one place, streamlining your data tracking and saving you from manually updating your spreadsheets.

  1. When this happens...
    Process Instance Completed
    Process Instance Completed
    Process Instance CompletedTriggers when a process instance is completed.
  2. automatically do this!
    Add Row to Table
    Add Row to Table
    Add Row to TableAdds a new row to the end of a specific table.
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More things you can do with Process Plan and Microsoft Excel

Discover other triggers and actions you can use with Process Plan and Microsoft Excel

    • Process Template
      Required
    • When This Field Is Updated
      Required
    Trigger
    Instant
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    • Process Template
      Required
    Trigger
    Instant
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    • Process Template
      Required
    • When This Task Is Canceled (No Selection = Any Tasks)
    Trigger
    Instant
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    • Process Template
      Required
    • When This Tasks Due Date Is Changed (No Selection = Any Tasks)
    Trigger
    Instant
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    • Process Template
      Required
    Trigger
    Instant
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    • Process Template
      Required
    • When This Task Is Assigned (No Selection = Any Tasks)
    Trigger
    Instant
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    • Process Template
      Required
    • When This Task Is Completed (No Selection = Any Tasks)
    • When This Task Response Is Used (No Selection = Any Response)
    Trigger
    Instant
    Try It
    • Process Template
      Required
    • Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
    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.
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About Process Plan
ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
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