Microsoft Excel + UpKeep
Create rows in Microsoft Excel for new work orders in UpKeep
Organize your workflow more efficiently with this automation. As soon as you create a new work order in UpKeep, a corresponding row is added to a specified Microsoft Excel table. This streamlines tracking and managing work orders, eliminating the need for manual data entry and ensuring accurate, up-to-date records.
Organize your workflow more efficiently with this automation. As soon as you create a new work order in UpKeep, a corresponding row is added to a specified Microsoft Excel table. This streamlines tracking and managing work orders, eliminating the need for manual data entry and ensuring accurate, up-to-date records.
- When this happens...New Work Order
Triggers when a new work order is created.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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New Purchase Order
Triggers when a new purchase order is created.
Try ItNew Work Order
Triggers when a new work order is created.
Try ItRequest Approved
Triggers when a request is approved.
Try ItWork Order Category Change
Triggers when category changes on a work order.
Try It
New Request
Triggers when a new request is created.
Try ItPurchase Order Status Change
Triggers when a status changes on a purchase order.
Try ItWork Order Status Change
Triggers when a status changes on a work order.
Try ItTitleRequired
Category
Due Date
Vendor
Description
Part ID
Part Quantity
Tax
Shipping Cost
Other Cost
Company Name
Company Slogan
Company Street
Company Zipcode
Company City
Company State
Company Phone
Company Fax
Shipping Name
Shipping Company
Shipping Street
Shipping City
Shipping State
Shipping Zipcode
Shipping Phone
Shipping Fax
Purchase Order Date
Requisitioner
Shipping Method
F.O.B. Shipping Point
Terms
Notes
