Manage new or updated Resource Guru clients by adding rows in Microsoft Excel
Stay organized and efficiently manage updates in Resource Guru with this workflow. When there are changes or new clients in your Resource Guru account, the details conveniently pop up within your Microsoft Excel sheet as a new row. This streamlines information processing and ensures important client data is always up-to-date and easy to access within your Excel spreadsheets.
Stay organized and efficiently manage updates in Resource Guru with this workflow. When there are changes or new clients in your Resource Guru account, the details conveniently pop up within your Microsoft Excel sheet as a new row. This streamlines information processing and ensures important client data is always up-to-date and easy to access within your Excel spreadsheets.
- When this happens...New or Updated Client
Triggers when a new client is created and/or a client is updated.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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