Microsoft Excel + ProWorkflow

Microsoft Excel + ProWorkflow integrations

Update ProWorkflow projects and add rows in Microsoft Excel

Stay organized and efficient with this ProWorkflow and Microsoft Excel workflow. When an update is made to a project in ProWorkflow, corresponding details are immediately recorded in a new row in your Microsoft Excel spreadsheet. This process reduces the burden of manual data entry, freeing up critical time, and ensures all project changes are documented in a single, convenient location.

When this happens...
Update ProjectTriggered when a Project is edited in ProWorkflow.
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 ProWorkflow and Microsoft Excel

Discover other triggers and actions you can use with ProWorkflow and Microsoft Excel

Accept Project Request
Triggered when a Project Request is accepted in ProWorkflow.
Trigger
Instant
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Completed Task
Triggered when a Task is completed in ProWorkflow.
Trigger
Instant
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Update Company
Triggered when a Company is edited in ProWorkflow.
Trigger
Instant
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Update Contact Location
Triggered when a Contact Location is edited in ProWorkflow. Please update the location of the contact connected to Zapier, to test.
Trigger
Instant
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Update Message
Triggered when a Message is edited in ProWorkflow.
Trigger
Instant
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Update Project Request
Triggered when a Project Request is edited in ProWorkflow.
Trigger
Instant
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Update Shared Note
Triggered when a Shared Note is edited in ProWorkflow.
Trigger
Instant
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Update Time
Triggered when a Time is edited in ProWorkflow.
Trigger
Instant
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New Contact
Triggered when a Contact is added to ProWorkflow.
Trigger
Instant
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New Invoice
Triggers when an Invoice is added to ProWorkflow.
Trigger
Instant
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New Pending Company
Triggered when a Pending Company is added to ProWorkflow.
Trigger
Instant
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New Project
Triggered when a Project is added to ProWorkflow.
Trigger
Instant
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New Quote
Triggered when a Quote is added to ProWorkflow.
Trigger
Instant
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New Task
Triggered when a Task is added to ProWorkflow.
Trigger
Instant
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Make Project Active
Triggered when a Project is reactivated in ProWorkflow.
Trigger
Instant
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Create Timer
Triggered when a Timer is started in ProWorkflow.
Trigger
Instant
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- Project ID
  Required
- Link
  Required
- Title
Action
Write
- Tag ID
- Name
  Required
- Type
  Required
- Address 1
- Address 2
- Address 3
- API Fields
- City
- Country
- Email
- Facebook
- Fax
- LinkedIn URL
- Phone
- State
- Twitter
- Zip Code
Action
Write
- Task ID
  Required
- Contact ID
  Required
Action
Write
- Project ID
  Required
- Name
  Required
- Cost
  Required
- Date
- Description
- Taxable
- Invoiced
Action
Write
- Category ID
  Required
- Name
  Required
- Contacts
- API Fields
- Complete Date
- Description
- Due Date
- Order
- Order Level
- Priority
- Start Date
- Time Allocated
- Type
Action
Write
- Company ID
  Required
- Contact ID
  Required
- Invoice Title
  Required
- Project ID
- Invoice Number
- Company Name
- Contact Name
- Due Date
- Line Item Name
- Line Item Quantity
- Line Item Rate
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Terms
- Invoiced Date
- Mark Project as Invoiced
- Show Cost Breakdown
- Discount Description
- Discount Value
- Taxable
- Tax Rate
- API Fields
Action
Write
- Title
  Required
- Project Number
- Client Company ID
  Required
- Category ID
- Manager ID
- Priority
- Start Date
- Due Date
- Internal Client Contact ID
- Internal Client Group ID
- API Fields
- Autonumber Option ID
- Client Access
- Clients
- Complete Date
- Contractors
- Custom Fields
- Custom Form Content
- Custom Form Title
- Custom Status ID
- Description
- Email Alerts
- Group ID
- Invoice Total
- Private Notes
- Quote Total
- Staff
- Template ID
- Time Allocated
Action
Write
- Quote ID
  Required
- Line Item Name
- Line Item Quantity
- Line Item Rate
- Line Item Description
- Line Item Taxable
Action
Write
- Project ID
  Required
- Shared Note Title
  Required
- Shared Note Content
  Required
Action
Write
- Tag Name
  Required
Action
Write
- Name
  Required
- Project ID
  Required
- Contacts
- Category ID
- Template ID
- Add Template Contacts
- API Fields
- Billable
- Complete Date
- Description
- Due Date
- Order
- Order Level
- Priority
- Start Date
- Time Allocated
- Type
- Service Name
- Service Description
- Service Rate
Action
Write
- Project Request ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Project ID
  Required
- Bookmark ID
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Invoice ID
  Required
Action
Write
- Project ID
  Required
Action
Write
- Quote ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Project ID
  Required
- Bookmark ID
  Required
- Title
- Link
Action
Write
- Contact ID
  Required
- Address 1
- Address 2
- Address 3
- Allow Login
- API Fields
- City
- Company ID
- Country
- Email
- Facebook
- Fax
- First Name
- Last Name
- Linkedin
- Mobile Phone
- Password
- State
- Title
- Twitter
- Username
- Workphone
- Zipcode
Action
Write
- Invoice ID
  Required
- Invoice Title
- Invoice Number
- Status
- Company Name
- Contact Name
- Paid Date
- Due Date
- Address Line 1
- Line Item Name
- Line Item Quantity
- Line Item Rate
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Invoiced Date
- Project ID
- Show Cost Breakdown
- Discount Description
- Discount Value
- Taxable
- Tax Rate
- API Fields
Action
Write
- Project ID
  Required
- Accounted For
- API Fields
- Category ID
- Clients
- Company ID
- Complete Date
- Contractors
- Custom Form Content
- Custom Form Title
- Custom Status ID
- Description
- Due Date
- Group ID
- Internal Client Contact ID
- Internal Client Group ID
- Invoiced
- Invoice Total
- Manager ID
- Number
- Paid
- Priority
- Private Notes
- Quote Total
- Staff
- Start Date
- Time Allocated
- Title
- Custom Fields
- Supress Hook
Action
Write
- Quote ID
  Required
- Quote Title
- Approved Date
- Status
- Contact Name
- Quote Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Quoted By
- Quoted Date
- Show Cost Breakdown
- Custom Field Value
- Valid to Date
- Client View
- Discount Description
- Discount Value
- Project ID
- Taxable
- Tax Rate
- API Fields
Action
Write
- Task ID
  Required
- API Fields
- Billable
- Category ID
- Complete Date
- Contacts
- Description
- Due Date
- Name
- Order
- Order Level
- Priority
- Start Date
- Time Allocated
- Type
- Service Name
- Service Description
- Service Rate
- Suppress Hook
Action
Write
- Project ID
  Required
Action
Write
- Contact ID
  Required
- Tag ID
  Required
Action
Write
- Time Record ID
  Required
Action
Write
- Name
  Required
Action
Search
- Contractor Name
- Search Email
Action
Search
- Search Message Title
Action
Search
- Search Quote Title
- Search Quote Number
Action
Search
- Search Task Name
- Search Task Description
- Project ID
Action
Search
- Name
  Required
- Company Name
  Required
- Company Type
  Required
- Address Part 1
- City
- State
- Zipcode
- Email
- Phone
Action
Search or write
- Contractor Name
- Search Email
- First Name
  Required
- Last Name
  Required
- Company ID
  Required
- Title
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Email
- Mobile Phone
- Work Phone
Action
Search or write
- Search Project Title
- Search Project Number
- Search Project Description
- Search Project Custom Form
- Title
  Required
- Project Number
- Client Company ID
  Required
- Priority
- Start Date
- Due Date
- Internal Client Contact ID
- Internal Client Group ID
- Autonumber Option ID
- Client Access
- Clients
- Complete Date
- Contractors
- Custom Fields
- Custom Form Content
- Custom Form Title
- Custom Status ID
- Description
- Email Alerts
- Group ID
- Private Notes
- Quote Total
- Staff
- Template ID
- Time Allocated
- Category ID
- Manager ID
Action
Search or write
- Search Name
- Search Email
- Company ID
  Required
- First Name
  Required
- Last Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Allow Login
- Username
- Password
- Role ID
- Group ID
- Email
- Mobilephone
- Workphone
Action
Search or write
- 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

Complete Project
Triggered when a Project is completed in ProWorkflow.
Trigger
Instant
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Remove Project Request
Triggered when a Project Request is declined in ProWorkflow.
Trigger
Instant
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Update Contact
Triggered when a Contact is edited in ProWorkflow.
Trigger
Instant
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Update Invoice
Triggered when an Invoice is edited in ProWorkflow.
Trigger
Instant
Try It
Update Project
Triggered when a Project is edited in ProWorkflow.
Trigger
Instant
Try It
Update Quote
Triggered when a new Quote is added in ProWorkflow.
Trigger
Instant
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Update Task
Triggered when a Task is edited in ProWorkflow.
Trigger
Instant
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New Company
Triggered when a Company is added to ProWorkflow.
Trigger
Instant
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New File
Triggered when a File is added to ProWorkflow.
Trigger
Instant
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New Message
Triggered when a Message is added to ProWorkflow.
Trigger
Instant
Try It
New Pending Contact
Triggered when a Pending Contact is added to ProWorkflow.
Trigger
Instant
Try It
New Project Request
Triggered when a Project Request is added to ProWorkflow.
Trigger
Instant
Try It
New Shared Note
Triggers when a new Shared Note is added to a Project.
Trigger
Instant
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New Time
Triggered when a Time is added to ProWorkflow. Please check that you have recorded at least one time record in the last 2 weeks.
Trigger
Instant
Try It
Make Task Active
Triggered when a Task is reactivated in ProWorkflow.
Trigger
Instant
Try It
Finish Timer
Triggered when a Timer is stopped in ProWorkflow.
Trigger
Instant
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- Project ID
  Required
- Client ID
  Required
Action
Write
- Company ID
  Required
- First Name
  Required
- Last Name
  Required
- Type
  Required
- Address 1
- Address 2
- Address 3
- Allow Login
- API Fields
- City
- Country
- Email
- Facebook
- Fax
- Group ID
- LinkedIn
- Mobilephone
- Password
- Role ID
- State
- Tag ID
- Title
- Twitter
- Username
- Workphone
- Zipcode
Action
Write
- Project ID
  Required
- Contractor ID
  Required
Action
Write
- Content
  Required
- Name
  Required
- Folder ID
- Task ID
- Project ID
Action
Write
- Invoice ID
  Required
- Line Item Name
- Line Item Quantity
- Line Item Rate
- Line Item Description
- Line Item Taxable
Action
Write
- Contacts
- Content
- Original Message ID
- Project ID
- Task ID
- Title
- Files
- Notifications
- Public
Action
Write
- Title
  Required
- API Fields
- Budget
- Contact ID
- Custom Form Content
- Custom Form Title
- Description
- Division ID
- Due Date
- Group ID
- Start Date
- Template ID
- Custom Fields
Action
Write
- Contact ID
  Required
- Quote Title
  Required
- Line Name
- Line Item Quantity
- Line Rate
- Contact Name
- Quote Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Quoted By
- Quoted Date
- Show Cost Breakdown
- Custom Field Value
- Valid to Date
- Client View
- Discount Description
- Discount Value
- Project ID
- Taxable
- Tax Rate
- API Fields
Action
Write
- Project ID
  Required
- Staff ID
  Required
Action
Write
- Tag ID
  Required
- Contact ID
  Required
Action
Write
- Start Time
  Required
- Task ID
  Required
- Time Tracked
  Required
- End Time
- API Fields
- Contact ID
- Notes
Action
Write
- Project ID
  Required
Action
Write
- Project Request ID
  Required
Action
Write
- Company ID
  Required
Action
Write
- File ID
  Required
Action
Write
- Message ID
  Required
Action
Write
- Project Request ID
  Required
Action
Write
- Tag ID
  Required
Action
Write
- Time Record ID
  Required
Action
Write
- Company ID
  Required
- Address 1
- Address 2
- Address 3
- API Fields
- City
- Code
- Country
- Email
- Facebook
- Fax
- LinkedIn
- Name
- Phone
- State
- Twitter
- Type
- Zipcode
Action
Write
- Contact ID
  Required
- Address
  Required
- Latitude
  Required
- Longitude
  Required
Action
Write
- Message ID
  Required
- Contacts
- Notifications
- Public
Action
Write
- Project Request ID
  Required
- API Fields
- Budget
- Custom Form Content
- Custom Form Title
- Description
- Due Date
- Start Date
- Title
- Custom Fields
Action
Write
- Tag ID
  Required
- Change Name To
  Required
Action
Write
- Time Record ID
  Required
- API Fields
- Contact ID
- End Time
- Notes
- Start Time
- Time Tracked
Action
Write
- Task ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Name
- Search Email
Action
Search
- Name
- Search Email
Action
Search
- Search Invoice Title
- Search Invoice Number
Action
Search
- Search Project Title
- Search Project Number
- Search Project Description
- Search Project Custom Form
Action
Search
- Search Name
- Search Email
Action
Search
- Name
- Search Email
- First Name
  Required
- Last Name
  Required
- Client Company ID
  Required
- Email
- Mobile Phone Number
- Work Phone Number
- Address Line 1
- City
- State
- Country
- Zipcode
- Allow Client Login?
- Username
- Password
- View All Company Projects
- View All Project Tasks
- View Quotes and Invoices
- View Time Information
- View Calendar
- View Archived Projects
- View Timeline
Action
Search or write
- Name
- Search Email
- Company ID
  Required
- First Name
  Required
- Last Name
  Required
- Type
  Required
- Allow Login
- Username
- Password
- Role ID
- Group ID
- Tag ID
- Facebook
- LinkedIn
- Twitter
- Email
- Title
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State
- Zip Code
- Country
- Mobile Phone
- Work Phone
- API Fields
Action
Search or write
- Search Invoice Title
- Search Invoice Number
- Company ID
- Contact ID
  Required
- Invoice Title
  Required
- Project ID
- Invoice Number
- Company Name
- Contact Name
- Due Date
- Line Item Name
- Line Item Quantity
- Line Item Rate
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Terms
- Invoiced Date
- Mark Project as Invoiced
- Show Cost Breakdown
- Discount Description
- Discount Value
- Taxable
- Tax Rate
- API Fields
Action
Search or write
- Search Quote Title
- Search Quote Number
- Contact ID
  Required
- Quote Title
  Required
- Line Name
- Line Item Quantity
- Line Rate
- Contact Name
- Quote Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Quoted By
- Quoted Date
- Show Cost Breakdown
- Custom Field Value
- Valid to Date
- Client View
- Discount Description
- Discount Value
- Project ID
- Taxable
- Tax Rate
- API Fields
Action
Search or write
- Search Task Name
- Search Task Description
- Project ID
  Required
- Name
  Required
- Description
- Contacts
- Time Allocated
- Service Name
- Service Description
- Service Rate
- Start Date
- Due Date
- Complete Date
- Type
- Priority
- Billable
- Order
- Order Level
- Category ID
- Template ID
- Add Template Contacts
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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About ProWorkflow

Interact with Companies, Contacts, Projects, Tasks, Time, Quotes & Invoices. Take full control of integrating with ProWorkflow to build a better team.

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Add new rows in Microsoft Excel when new invoices arrive in ProWorkflow

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