Microsoft Excel + TOConline

Update rows in Microsoft Excel to create clients in TOConline

Whenever you modify a row in Microsoft Excel, this workflow instantly creates a new client in your TOConline platform. Instead of tedious manual data entry, your TOConline client data remains up-to-date. Perfect for enhancing productivity, this automation ensures consistent client information across your platforms.

When this happens...
Updated Row
Triggers when a row is added or updated in a worksheet.
TriggerPolling
automatically do this!
Create Client
Create Client in the system
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Sale Document
Triggers when a Documento de Venda is created.
Trigger
Polling
Try It
New Supplier
Triggers when a new supplier exists.
Trigger
Polling
Try It
- Tax registration numberRequired
- Business nameRequired
- Contact nameRequired
- Website
- Phone number
- Mobile number
- EmailRequired
- Observations
- Internal observations
Action
Write
- Item codeRequired
- Item descriptionRequired
- Sales price
- Sales price includes vat
- Tax code
Action
Write
- Cash account ID
- Bank account ID
- Commercial document series ID
- Payment mechanismRequired
- Received valueRequired
- Settlement package
- Receivable typeRequired
- Receivable IDRequired
Action
Write
- Item codeRequired
- Item descriptionRequired
- Sales price
- Sales price 2
- Sales price 3
- Purchase price
- EAN barcode
- Financial cost
- Transport cost
- Customs cost
- Estimated total cost
Action
Write
- Client IDRequired
Action
Write
- Document IDRequired
- Type
- To email
- From email
- From name
- Subject
Action
Write
- Client IDRequired
- Tax registration numberRequired
- Business nameRequired
- Contact nameRequired
- Website
- Phone number
- Mobile number
- Email
- Observations
- Internal observations
Action
Write
- Service IDRequired
- Item codeRequired
- Item descriptionRequired
- Sales price
- Sales price 2
- Sales price 3
- Purchase price
- EAN barcode
- Financial cost
- Transport cost
- Other cost
- Customs cost
- Estimated total cost
Action
Write
- Sales Receipt IDRequired
Action
Write
- Client ID
Action
Search
- Status
Action
Search
- Sale document ID
Action
Search
- Service code
Action
Search

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
New Purchase Document
Triggers when a new purchase document is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
- AddressRequired
- City
- Postal Code
- Region
- Country ID
Action
Write
- Company ID
- Country ID
- Date
- Document Series ID
- Gross totalRequired
- Internal observations
- Net total
- Observations
- Payment mechanism
- Document series prefix
- Third party type
- Third party id
- Check number
- Currency conversion rate
- Payable idRequired
- Payable typeRequired
- Paid valueRequired
- Settlement percentage
- Currency id
Action
Write
- Document typeRequired
- Date
- Document series id
- Document series prefix
- Supplier ID
- Supplier tax registration number
- Supplier business name
- Supplier address detail
- Supplier postcode
- Supplier city
- Supplier country
- Due date
- Settlement expression
- Vat included prices
- Item ID
- Item code
- Description
- Quantity
- Unit price
- Tax ID
- Tax Code
- Tax percentage
- Item typeRequired
- Unit of measure id
Action
Write
- Document TypeRequired
- Client NameRequired
- Item Type
- DescriptionRequired
- QuantityRequired
- Unit PriceRequired
- Item ID
- Item code
Action
Write
- Tax registration numberRequired
- Business nameRequired
- Website
- Is taxable
- Is tax exempt
- Tax exemption reason ID
- Self billing
- Document series ID
- Internal observations
- Tax country region
- Saft import id
- Accounting number
- Trusted email source
Action
Write
- Supplier IDRequired
Action
Write
- AddressRequired
- CityRequired
- Postal Code
- Region
- Country ID
- Address IDRequired
Action
Write
- Product IDRequired
- Item codeRequired
- Item descriptionRequired
- Sales price
- Sales price includes vat
- Tax code
Action
Write
- Supplier IDRequired
- Tax registration numberRequired
- Business nameRequired
- Website
- Is taxable
- Is tax exempt
- Tax exemption reason id
- Self billing
- Document series id
- Internal observations
- Tax country region
- Is independent worker
- Country iso alpha 2
- Saft import id
- Accounting number
- Trusted email source
Action
Write
- Document Type
- Prefix
- Number
Action
Search
- Item code
Action
Search
- Document IDRequired
Action
Search
- Sales document IDRequired
Action
Search
- Supplier ID
Action
Search

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.

Learn more

Related categories

Similar apps

About TOConline

TOConline is an all-in-one platform for accounting, invoicing, and business management, connecting accountants and business owners in real time.

Related categories

Accounting

Microsoft Excel + TOConline

Update rows in Microsoft Excel to create clients in TOConline

New Row

New Worksheet

Add Row

Add Row to Table

Create Worksheet

Find Row

Find or Create Row

New Client

New Product

New Sale Document

New Supplier

Create Client

Create Product

Create Receipt Document

Create Service

Remove Client

Send Sale/Receipt Document

Update Client

Update Service

Void Sales Receipt

Find Customer

Find Purchase Document

Find Sale Document

Find Services

New Row in Table

Updated Row

Add Row(s)

Create Workbook

Update Row

Find Worksheet

Find or Create Worksheet

New Payment

New Purchase Document

New Service

Create Address

Create Payment

Create Purchase Document

Create Sale Document

Create Supplier

Remove Supplier

Update Address

Update Product

Update Supplier

Find Document Series

Find Products

Find Sales Receipt

Find Document (PDF)

Find Suppliers

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

About TOConline

Related categories