Microsoft Excel + Productive.io

Update rows in Microsoft Excel when deals are updated in Productive.io

Streamline your data management by connecting your Productive.io and Microsoft Excel. Whenever there's a deal update in Productive.io, the corresponding row in Excel is updated. This workflow not only enhances efficiency but also keeps your information reliable and up-to-date. Ensure seamless deal tracking without worrying about manual data updates.

When this happens...
Deal Update
Triggers when Deal is updated.
TriggerInstant
automatically do this!
Update Row
Updates a row in a specific worksheet.
ActionWrite

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Supported triggers and actions

What does this mean?

Booking Deleted
Triggers when Booking is deleted.
Trigger
Instant
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Budget Deleted
Triggers when Budget is deleted.
Trigger
Instant
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Deal Deleted
Triggers when Deal is deleted.
Trigger
Instant
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Expense Deleted
Triggers when Expense is deleted.
Trigger
Instant
Try It
Invoice Update
Triggers when Invoice is updated.
Trigger
Instant
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New Budget
Triggers when new Budget is created.
Trigger
Instant
Try It
New Deal
New deal created.
Trigger
Instant
Try It

New Invoice
New invoice created.
Trigger
Instant
Try It
New Task
New task created.
Trigger
Instant
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Task Deleted
Triggers when Task is deleted.
Trigger
Instant
Try It
- PersonRequired
- TypeRequired
- Start DateRequired
- End DateRequired
- TimeRequired
- Note
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- Job Title
- Company
Action
Write
- NameRequired
- CompanyRequired
- Project ManagerRequired
- WorkflowRequired
- AccessRequired
Action
Write
- NameRequired
- ProjectRequired
- Board
Action
Write
- EmailRequired
Action
Search
- NameRequired
- NameRequired
- Due Days
- Default Currency
- Description
Action
Search or write
- EmailRequired
- First NameRequired
- Last Name
- EmailRequired
- Job Title
- Company
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

Booking Update
Triggers when Booking is updated.
Trigger
Instant
Try It
Budget Update
Triggers when budget is updated.
Trigger
Instant
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Deal Update
Triggers when Deal is updated.
Trigger
Instant
Try It
Expense Update
Triggers when Expense is updated.
Trigger
Instant
Try It
New Booking
New booking created.
Trigger
Instant
Try It
New Contact
New contact created.
Trigger
Instant
Try It
New Expense
Triggers when Expense is updated.
Trigger
Instant
Try It
New Project
New project created.
Trigger
Instant
Try It
Project Update
Triggers when project is updated.
Trigger
Instant
Try It
Task Update
Triggers when Task is updated.
Trigger
Instant
Try It
- NameRequired
- Due Days
- Default Currency
- Description
Action
Write
- NameRequired
- CompanyRequired
- CurrencyRequired
- ResponsibleRequired
- ProbabilityRequired
- Deal StatusRequired
- Document Type
- Number
- Sales Status
- Deal Members
Action
Write
- TitleRequired
- ProjectRequired
- Task ListRequired
- Assignee
- Due Date
- Due Time
- Body
Action
Write
- Company NameRequired
Action
Search
- EmailRequired
Action
Search
- Company NameRequired
- NameRequired
- Due Days
- Default Currency
- Description
Action
Search or write
- 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

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 Productive.io

Productive is a project management tool that includes everything you need to run a profitable agency.

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Microsoft Excel + Productive.io

Update rows in Microsoft Excel when deals are updated in Productive.io

Booking Deleted

Budget Deleted

Deal Deleted

Expense Deleted

Invoice Update

New Budget

New Deal

New Invoice

New Task

Task Deleted

Create Booking

TypeRequired

Start DateRequired

End DateRequired

TimeRequired

Note

Create Contact

First NameRequired

Last Name

EmailRequired

Job Title

Company

Create Project

NameRequired

CompanyRequired

Project ManagerRequired

WorkflowRequired

AccessRequired

Create Task List

NameRequired

ProjectRequired

Board

Find Contact

EmailRequired

Find or Create Company

NameRequired

NameRequired

Due Days

Default Currency

Description

Find or Create Contact

EmailRequired

First NameRequired

Last Name

EmailRequired

Job Title

Company

New Row in Table

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

TableRequired

Updated Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Trigger Column

Add Row to Table

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

TableRequired

Update Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

RowRequired

Find or Create Row

Storage Source

FolderRequired

SpreadsheetRequired