Microsoft Excel + Seamlss
Manage completed client requests in Seamlss by adding rows in Microsoft Excel
Whenever a client request is completed in Seamlss, this workflow will promptly add a new row in your Microsoft Excel worksheet. This process not only minimizes the need for manual data entry but also enhances data accuracy and efficiency in your business management. Enjoy seamless information tracking and organization between Seamlss and Microsoft Excel with this workflow.
Whenever a client request is completed in Seamlss, this workflow will promptly add a new row in your Microsoft Excel worksheet. This process not only minimizes the need for manual data entry but also enhances data accuracy and efficiency in your business management. Enjoy seamless information tracking and organization between Seamlss and Microsoft Excel with this workflow.
- When this happens...Client Request Completed
Triggers when a client request is completed. Returns contact details and request name.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Client Onboarded
Triggers when client is onboarded. Returns contact details.
Try ItLead Created
Triggers when lead is created. Returns contact details.
Try ItClient Request Completed
Triggers when a client request is completed. Returns contact details and request name.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Email AddressRequired
Mobile Phone NumberRequired
New Client
Client Verified
Triggers when client identity is verified. Returns contact details.
Try ItLead Request Created
Triggers when a lead request is completed. Returns contact details and request name.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Email AddressRequired
Mobile Phone NumberRequired
New Client
Link CodeRequired
First NameRequired
Last NameRequired
Middle Name
Email AddressRequired
Phone NumberRequired
