Microsoft Excel + Qoyod

Microsoft Excel + Qoyod integrations

Create Qoyod quotations from new Microsoft Excel rows

Speed up your quotation process with this streamlined workflow. When a new row is added in Microsoft Excel, it instantly creates a quotation in the Qoyod app. This automation ensures timely responses and improves the efficiency of your sales operations, eliminating the hassle of manual data entry. Use this workflow to keep your quoting process on point and well-documented.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create QuotationCreates a Quotation
ActionWrite

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More things you can do with Microsoft Excel and Qoyod

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

- 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
New Credit Note
Triggered when a new credit note is created
Trigger
Polling
Try It
New Debit Note
Trigger when a new debit note is created
Trigger
Polling
Try It
New Manual Journal Entry
Triggers when a Manual Journal Entry is created
Trigger
Polling
Try It
New Project
Triggers when a new project is created
Trigger
Polling
Try It
New Quotation
Triggers when a new quotation is created
Trigger
Polling
Try It
New Stock Change
Lists all recently changed products
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor is created
Trigger
Polling
Try It
- Description
- Issue date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product Id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
- Receipt Reference
  Required
- Receipt Amount
  Required
- Receipt Date
  Required
- Account ID
  Required
Action
Write
- Name
  Required
- Organization
- Website
- Phone Number
- Primary Email
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
Action
Write
- Description
- Issue date
  Required
- Due Date
  Required
- Customer Id
  Required
- Reference
  Required
- Payment Method
- Product ID
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
  Required
- Date
  Required
- debit
  Required
- credit
  Required
- Comment
- Account id
  Required
Action
Write
- SKU
  Required
- Arabic Name
  Required
- English Name
  Required
- Tax
  Required
- Category
- Unit
- Description
- Barcode
- Tracked Product?
  Required
- Purchasable?
  Required
- Purchase Price
- Purchase Account ID
- Sellable?
  Required
- Is Buying Price Tax Inclusive?
- Selling Price
- Sales Account ID
- Is Selling Price Tax Inclusive?
Action
Write
- Description
- Issue Date
  Required
- Due Date
  Required
- Customer Id
  Required
- Reference
  Required
- Product ID
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
Action
Write
- Reference
  Required
- Name
  Required
- Description
- Due on
- Status
  Required
- Private
  Required
- Priority
- User
- Project
Action
Write
- Customer Name
- Phone Number
- email
Action
Search
- Name
  Required
- Phone Number
- Email
Action
Search
- Product ID
- SKU
  Required
- Arabic Name
  Required
- English Name
  Required
- Tax
  Required
- Category
- Unit
- Description
- Barcode
- Tracked Product?
  Required
- Purchasable?
  Required
- Purchase Price
- Purchase Account ID
- Sellable?
  Required
- Is Buying Price Tax Inclusive?
- Selling Price
- Sales Account ID
- Is Selling Price Tax Inclusive?
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
- 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
New Bill
Triggers when a bill is created
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created
Trigger
Polling
Try It
New Invoice
triggers when a new invoice is created
Trigger
Polling
Try It
New Product
New Product is created
Trigger
Polling
Try It
New Purchase Order
Triggers when a new Purchase Order is created
Trigger
Polling
Try It
New Receipt
Triggers when a receipt is created
Trigger
Polling
Try It
New Task
Triggers when a new task is created
Trigger
Polling
Try It
- Description
- Issue date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
- Issue date
  Required
- Due Date
  Required
- Customer Id
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
- Issue date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product Id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
- Issue date
  Required
- Due date
  Required
- Customer id
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive
  Required
- Receipt Reference
  Required
- Receipt Amount
  Required
- Receipt Date
  Required
- Account ID
  Required
Action
Write
- Description
- Issue Date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
Action
Write
- Reference
  Required
- Name
  Required
- description
- Due on
- Status
- Private
  Required
- User
Action
Write
- Reference
  Required
- Amount
  Required
- Date
  Required
- Contact ID
- Kind
  Required
- Account ID
  Required
Action
Write
- Name
  Required
- Organization
- Website
- Phone Number
- Primary Email
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
Action
Write
- Product ID
- Product SKU
Action
Search
- Name
  Required
- Phone Number
- Primary Email
- Organization
- Website
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
Action
Search or write
- Name
  Required
- Phone Number
- Primary Email
- Organization
- Website
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
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 Qoyod

Qoyod is a platform that helps businesses manage accounting, invoicing, inventory, projects, and POS with real-time insights and automation.

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Accounting