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Microsoft Excel + Xero

Update rows in Microsoft Excel with new quotes from Xero

Keep your Microsoft Excel spreadsheet up to date with new quotes from Xero seamlessly. This workflow activates when a new quote is created in Xero and instantly updates a specified row in your Excel sheet. Easily track your quotes in one place, ensuring you have accurate and organized data for better business decision-making.

Keep your Microsoft Excel spreadsheet up to date with new quotes from Xero seamlessly. This workflow activates when a new quote is created in Xero and instantly updates a specified row in your Excel sheet. Easily track your quotes in one place, ensuring you have accurate and organized data for better business decision-making.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Update Row

    Updates a row in a specific worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
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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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