Microsoft Excel + SOS Inventory integrations
Create rows in Microsoft Excel for new sales orders in SOS Inventory
With this workflow, as soon as a new sales order comes in via SOS Inventory, a corresponding row is created in your Microsoft Excel spreadsheet. This means you no longer need to manually update your Excel data every time you get a new order in SOS Inventory, keeping your records updated in real-time. Save time and keep your data consistent with this efficient process.
- When this happens...New Sales OrderTriggers when a new sales order is created.
- automatically do this!Add RowAdds a new row to the end of a worksheet.
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More things you can do with SOS Inventory and Microsoft Excel
Discover other triggers and actions you can use with SOS Inventory and Microsoft Excel
- New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling - New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - New Sales Receipt
Triggers when a new sales receipt is created.
Try ItTriggerPolling - New Shipment
Triggers when a new shipment is created.
Try ItTriggerPolling
- Location
Try ItTriggerInstant- New Purchase Order
Triggers when a new purchase order is created.
Try ItTriggerPolling - New Sales Order
Triggers when a new sales order is created.
Try ItTriggerPolling - NameRequired
- Email addressRequired
- Website
- Phone
- Alternate phone number
- Fax number
- Company name
- Billing line 1
- Billing line 2
- Billing line 3
- Billing line 4
- Billing line 5
- Billing city
- Billing state or province
- Billing postal code
- Billing country
- Shipping line 1
- Shipping line 2
- Shipping line 3
- Shipping line 4
- Shipping line 5
- Shipping city
- Shipping state or province
- Shipping postal code
- Shipping country
- Customer notes
- Parent customer
- Terms
- Payment method
ActionWrite
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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SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and integrates with QuickBooks online.
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