Microsoft Excel + Resource Guru
Create new Resource Guru clients from new rows in Microsoft Excel
Keep your client information up-to-date without the manual work. With this workflow, every time there's a new row in a Microsoft Excel sheet, it will create a new client in your Resource Guru app. This automation saves you time and guarantees your project management in Resource Guru always reflects the newest data from your Excel sheets.
Keep your client information up-to-date without the manual work. With this workflow, every time there's a new row in a Microsoft Excel sheet, it will create a new client in your Resource Guru app. This automation saves you time and guarantees your project management in Resource Guru always reflects the newest data from your Excel sheets.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create Client
Creates a new client.
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired
