Productive.io + Microsoft Excel

Microsoft Excel + Productive.io integrations

Manage new Productive.io budgets by adding rows in Microsoft Excel

Easily manage your budget data with this seamless workflow between Productive.io and Microsoft Excel. Once a new budget is created in Productive.io, it immediately adds a row in your Excel spreadsheet. This effortless setup not only saves you time on manual data entry but also ensures your spreadsheets stay updated and accurate, augmenting your financial planning and control.

When this happens...
New BudgetTriggers when new Budget is created.
TriggerInstant
automatically do this!
Add RowAdds a new row to the end of a worksheet.
ActionWrite

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More things you can do with Productive.io and Microsoft Excel

Discover other triggers and actions you can use with Productive.io and Microsoft Excel

Booking Deleted
Triggers when Booking is deleted.
Trigger
Instant
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Budget Deleted
Triggers when Budget is deleted.
Trigger
Instant
Try It
Contact Update
Triggers when Contact is updated.
Trigger
Instant
Try It
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
- Name
  Required
- Due Days
- Default Currency
- Description
Action
Write
- Name
  Required
- Company
  Required
- Currency
  Required
- Responsible
  Required
- Probability
  Required
- Contact
- Document Type
- Deal Status
  Required
- Sales Status
- Number
- Deal Members
Action
Write
- Title
  Required
- Project
  Required
- Task List
  Required
- Assignee
- Due Date
- Due Time
- Body
- Tags
Action
Write
- Company Name
  Required
Action
Search
- Email
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write

Booking Update
Triggers when Booking is updated.
Trigger
Instant
Try It
Budget Update
Triggers when budget is updated.
Trigger
Instant
Try It
Deal Deleted
Triggers when Deal is deleted.
Trigger
Instant
Try It
Expense Deleted
Triggers when Expense is deleted.
Trigger
Instant
Try It
Invoice Update
Triggers when Invoice is updated.
Trigger
Instant
Try It
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
Try It
Task Deleted
Triggers when Task is deleted.
Trigger
Instant
Try It
- Person
  Required
- Type
  Required
- Start Date
  Required
- End Date
  Required
- Time
  Required
- Note
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- Job Title
- Company
Action
Write
- Name
  Required
- Company
  Required
- Project Manager
  Required
- Workflow
  Required
- Access
  Required
Action
Write
- Name
  Required
- Project
  Required
- Board
Action
Write
- Email
  Required
Action
Search
- Company Name
  Required
- Name
  Required
- Due Days
- Default Currency
- Description
Action
Search or write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

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

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About Productive.io

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

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Related categories

Project Management

Related Zap Templates

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

Add new rows to Microsoft Excel when new deals are created in Productive.io