Microsoft Excel + Workiz
Microsoft Excel + Workiz
Microsoft Excel + Workiz integrations
Create new Microsoft Excel spreadsheets when jobs are done in Workiz
Improve your efficiency with this Workiz and Microsoft Excel link. Once a job is finished in Workiz, a corresponding spreadsheet is created in Excel. This seamless interaction ensures accurate record-keeping, eliminates manual data entry and promotes effortless transitions from task completions to documentation. This one-step process fosters smoother operations and improved time management.
- When this happens...Job Is DoneTriggers when a job is completed and status has changed to Done
- automatically do this!Create WorkbookCreates a new workbook
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More things you can do with Workiz and Microsoft Excel
Discover other triggers and actions you can use with Workiz and Microsoft Excel
- Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerPolling - Lead Status Change
Triggers when a lead status is changed
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
ActionWrite
- Job Status Change
Triggers when a job status is changed
Try ItTriggerPolling - New Job
Triggers when a new job is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone
- AddressRequired
- CityRequired
- State
- PostalCodeRequired
- Jobs start timeRequired
- Job TypeRequired
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling
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.
Related categories
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OneDrive
File Management & Storage, Microsoft
Smartsheet
Spreadsheets
Quip
Documents
About Workiz
Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
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