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Microsoft Excel + Synchroteam

Generate new Synchroteam customers from updated rows in Microsoft Excel

Whenever an existing row in your Microsoft Excel sheet gets an update, this workflow activates to ensure the corresponding customer data in Synchroteam is modified as well. This consistent alignment between your Excel sheet and Synchroteam not only supports accurate customer services but also increases overall efficiency in managing customer information, saving your business valuable time.

Whenever an existing row in your Microsoft Excel sheet gets an update, this workflow activates to ensure the corresponding customer data in Synchroteam is modified as well. This consistent alignment between your Excel sheet and Synchroteam not only supports accurate customer services but also increases overall efficiency in managing customer information, saving your business valuable time.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    Updated Row

    Triggers when a row is added or updated in a worksheet.

    TriggerScheduled
  2. automatically do this!
    SynchroteamSynchroteam
    Create Customer

    Create a new customer

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • RowRequired

    Action
    Write
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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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Related categories

  • Microsoft
  • Spreadsheets

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About Synchroteam

Synchroteam is a Cloud-based Field Service Management application
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