Microsoft Excel + Urbanise FM

Add new Urbanise FM jobs to Microsoft Excel rows effortlessly

Keep your workflow streamlined and hassle-free by integrating Urbanise FM with Microsoft Excel. Whenever a new work order job is added in Urbanise FM, this workflow will add a corresponding row in your Excel spreadsheet. This automatic system not only saves time, but keeps all your job orders readily accessible and organized. Enhance your productivity, avoid manual data entry and improve your operational efficiency with this seamless integration.

When this happens...
Work Order Job Added
Triggers When A Work Order Job Has Been Added.
TriggerInstant
automatically do this!
Add Row
Adds a new row to the end of a worksheet.
ActionWrite

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Supported triggers and actions

Account Created
Triggers When An Account Has Been Created.
Trigger
Instant
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Invoice Status Changed
Triggers when an Invoice's Status Changes.
Trigger
Instant
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Property Updated
Triggers When A Property Has Been Updated.
Trigger
Instant
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Supplier Updated
Triggers When A Supplier Has Been Updated.
Trigger
Instant
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Support Request Updated
Triggers When A Support Request Has Been Updated.
Trigger
Instant
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Work Order Comment Added
Triggers When A Work Order's Comment Has Been Added.
Trigger
Instant
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Work Order Job Added
Triggers When A Work Order Job Has Been Added.
Trigger
Instant
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Work Order Job Attachment Added
Triggers When A Work Order's Job Attachment Has Been Added.
Trigger
Instant
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Work Order Job Next Action Change
Triggers When A Work Order's Job Next Action Changes.
Trigger
Instant
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Work Order Job Status Change
Triggers When A Work Order's Job Status Changes.
Trigger
Instant
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- Job ReferenceRequired
- Document typeRequired
- Document description
- Filemetadata thumbnail
- Visible To Customer
- Visible To Job
- FilenameRequired
- FileRequired
Action
Write
- Job ReferenceRequired
- Job CommentRequired
- Visible To CustomerRequired
- Comment Providers External Reference
Action
Write
- Business NameRequired
- Business Email AddressRequired
- SegmentRequired
- External Reference NumberRequired
- Account First Name
- Account Last Name
- Account Middle Name
- Account Title
- Account Number
- Contact Other Phone Number
- Contact Primary Phone Number
- Corporate account
- Date Of Birth
- Gender
- Nationality
Action
Write
- Business NameRequired
- External Reference Required
- Account Viewable
- Active
- Allow Jobs Raised
- Allow Record Assets
- Bee Rating
- Business Address
- Company Number
- Compliance Status
- Display Name
- Email
- Hide Amount Due
- Internal
- Latitude
- Longitude
- Phone
- Property Viewable
- Raise Location Work Orders
- Recipient Created Tax Invoice
- Record Response TimeRequired
- Region Identifiers
- Segment Keys
- Send Work Order Notifications
- Skills
- Time Sheet Required
- Upload Customer Documents
- View Sales Rates
- Website
Action
Write
- Customer NumberRequired
- Approval Reference
- Area Reference Number
- Work Order Auto Assignee Reference
- Work Order Description
- Due Date
- Work Order External Reference
- Job Template Assignee Reference
- Job Template ReferenceRequired
- Job Template TypeRequired
- Pre-Check Work Instruction Reference
- Work Order PriorityRequired
- Work Instruction Reference
- Property Reference NumberRequired
- Requesters Email Address
- Requesters Name
- Requesters Phone
- Work Order TitleRequired
Action
Write
- Job Template TypeRequired
Action
Write
- Job ReferenceRequired
- Copy Cancellation Email Address
Action
Write
- Business NameRequired
- Business Email AddressRequired
- SegmentRequired
- External Reference NumberRequired
- Account First Name
- Account Last Name
- Account Middle Name
- Account Title
- Account Number
- Contact Other Phone Number
- Contact Primary Phone Number
- Corporate account
- Date Of Birth
- Gender
- Nationality
Action
Write
- Property AddressRequired
- Country Code Required
- Location IDRequired
- Suburb
- Building Name
- Building Number
- Building Ref
- Building Type
- City
- State
- Delivery Region
- Event Id
- External Link
- Internal Reference
- Latitude
- Longitude
- Parent Reference Link
- Post Code
- Property Type
- Room Count
- Segment KeysRequired
- Site Name
- Supplier Region Name
- Location Tags
- Unit Number
Action
Write
- 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

Account Updated
Triggers When An Account Has Been Updated.
Trigger
Instant
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Property Created
Triggers When A Property Has Been Created.
Trigger
Instant
Try It
Supplier Created
Triggers When A Supplier Has Been Created.
Trigger
Instant
Try It
Support Request Created
Triggers When A Support Request Has Been Created.
Trigger
Instant
Try It
Work Order Attachment Added
Triggers When A Work Order's Attachment Has Been Added.
Trigger
Instant
Try It
Work Order Created
Triggers When A Work Order Has Been Created.
Trigger
Instant
Try It
Work Order Job Assignee Change
Triggers When A Work Order's Job Assignee Changes.
Trigger
Instant
Try It
Work Order Job Due Date Change
Triggers When A Work Order's Job Due Date Changes.
Trigger
Instant
Try It
Work Order Job Priority Change
Triggers When A Work Order's Job Priority Changes.
Trigger
Instant
Try It
Work Order Status Changed
Triggers When A Work Order's Status Changes.
Trigger
Instant
Try It
- Service Request ReferenceRequired
- Document typeRequired
- Document description
- Filemetadata thumbnail
- Visible To Customer
- Visible To Job
- FilenameRequired
- FileRequired
Action
Write
- Work Order ReferenceRequired
- Work Order CommentRequired
- Visible To CustomerRequired
- Comment Providers External Reference
Action
Write
- Property AddressRequired
- Country Code Required
- Location IDRequired
- Suburb
- Building Name
- Building Number
- Building Ref
- Building Type
- City
- State
- Delivery Region
- Event Id
- External Link
- Internal Reference
- Latitude
- Longitude
- Parent Reference Link
- Post Code
- Property Type
- Room Count
- Segment KeysRequired
- Site Name
- Supplier Region Name
- Location Tags
- Unit Number
Action
Write
- Category KeyRequired
- Topic KeyRequired
- Account NumberRequired
- SummaryRequired
- Description
- Creator Email Address
- Send To Email Address
- External Reference
- External Location Reference
Action
Write
- Document Reference NumberRequired
Action
Write
- Invoice External ReferenceRequired
- Payment ReferenceRequired
Action
Write
- Job ReferenceRequired
Action
Write
- Job Reference NumberRequired
- External Reference NumberRequired
- Response Time
Action
Write
- Business NameRequired
- External Reference Required
- Account Viewable
- Active
- Allow Jobs Raised
- Allow Record Assets
- Bee Rating
- Business Address
- Company Number
- Compliance Status
- Display Name
- Email
- Hide Amount Due
- Internal
- Latitude
- Longitude
- Phone
- Property Viewable
- Raise Location Work Orders
- Recipient Created Tax Invoice
- Record Response TimeRequired
- Region Identifiers
- Segment Keys
- Send Work Order Notifications
- Skills
- Time Sheet Required
- Upload Customer Documents
- View Sales Rates
- Website
Action
Write
- 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

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 Urbanise FM

Urbanise offers cloud-based solutions to service the Facilities and Strata Management industries.

Related categories

IT Operations

Related Zap Templates

Create rows in Microsoft Excel for new work orders from Urbanise FM

Related Zap Templates

Create rows in Microsoft Excel for new work orders from Urbanise FM

Microsoft Excel + Urbanise FM

Add new Urbanise FM jobs to Microsoft Excel rows effortlessly

Account Created

Invoice Status Changed

Property Updated

Supplier Updated

Support Request Updated

Work Order Comment Added

Work Order Job Added

Work Order Job Attachment Added

Work Order Job Next Action Change

Work Order Job Status Change

Add Document to Job

Comment on an Job

Create an Account

Create Supplier

Create Work Order

Get Job Templates by Type

Mark Job as Cancelled

Create an Account

Update Property

New Row

New Worksheet

Add Row

Add Row to Table

Create Worksheet

Find Row

Find or Create Row

Account Updated

Property Created

Supplier Created

Support Request Created

Work Order Attachment Added

Work Order Created

Work Order Job Assignee Change

Work Order Job Due Date Change

Work Order Job Priority Change

Work Order Status Changed

Add Document to Service Request

Comment on a Work Order

Create Property

Create Support Request

Get Document by Reference Number

Mark Invoice as Paid

Mark Job as Complete

Update an Job

Update Supplier

New Row in Table

Updated Row

Add Row(s)

Create Workbook

Update Row

Find Worksheet

Find or Create Worksheet

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

About Urbanise FM

Related categories

Related Zap Templates

Related Zap Templates