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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Brief" from Function Point.

Add your action

An action happens after the trigger—such as "Add Row" in Microsoft Excel.

You’re connected!

Zapier seamlessly connects Function Point and Microsoft Excel, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Brief
Triggers when a new brief is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New External Expense
Triggers when a new external expense (PO) is created.
Trigger
Polling
Try It
New Job
Triggers when a new job is created.
Trigger
Polling
Try It
New Note Comment
Triggers when a comment is added to a note.
Trigger
Polling
Try It

New Task
Triggers when a new task is created.
Trigger
Polling
Try It
New Timesheet
Triggers when a new time entry is created.
Trigger
Polling
Try It

- Brief
  Required
- Question
  Required
- Answer
- Sort Order
Action
Write
- Company Name
  Required
- Company Code
- Status
  Required
- Type
  Required
- Industry
  Required
- Address Line 1
- Address Line 2
- City
- Province / State
- Postal / Zip
- Country
- Phone
- Fax
- Website
- Overview
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Status
  Required
- Contact Type
  Required
- Company
  Required
- Salutation
- Title
- Direct Phone
- Mobile Phone
- Address Line 1
- Address Line 2
- City
- Province / State
- Postal / Zip
- Country
- Fax
- Overview
Action
Write
- Estimate Name
  Required
- Company
  Required
- Contact
  Required
- Estimate Type
  Required
- Term
  Required
- Office
  Required
- Rate
  Required
- Account Manager
  Required
- Approval Status
- Estimate Date
- Due Date
- Description
- Service Group
  Required
- Group Name (override)
- Service
  Required
- Service Name
- Service Code
- Quantity / Hours
- Rate
- Type
- Description
Action
Write
- Estimate
  Required
- Service Group
  Required
- Expense Type
  Required
- Description
- Cost
- Quantity
- Expense Date
Action
Write
- Job
  Required
- Job Name
- Status
- Category
- Billing Status
- Client PO Number
- Open Date
- Close Date
- Key Date
Action
Write
- Note
  Required
- Comment
  Required
- Author
  Required
Action
Write
- Task
  Required
- Comment
  Required
- Private?
Action
Write
- Task
  Required
- Title
- Schedule
- Status
- Description
- Estimated Hours
- Due Date
- Start Date
Action
Write
- Name
  Required
- Company Name
Action
Search
- Email
- Name
- Company Name
Action
Search
- Name or Number
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
- Company
  Required
- Brief Name
  Required
- Brief Template
  Required
- Account Executive
  Required
- Office
  Required
- Status
- Description
- Question
  Required
- Answer
Action
Search or write
- Email
- Name
- Company
  Required
- First Name
  Required
- Last Name
  Required
- Status
  Required
- Contact Type
  Required
- Salutation
- Title
- Direct Phone
- Mobile Phone
- Address Line 1
- Address Line 2
- City
- Province / State
- Postal / Zip
- Country
- Fax
- Overview
Action
Search or write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write

New Company
Triggers when a new company (client or vendor) is created.
Trigger
Polling
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Polling
Try It
New Staff
Triggers when a new staff member is added.
Trigger
Polling
Try It
New Task Comment
Triggers when a new task comment is created.
Trigger
Polling
Try It
- Brief Name
  Required
- Brief Template
  Required
- Company
  Required
- Account Executive
  Required
- Office
  Required
- Status
- Description
- Question
  Required
- Answer
Action
Write
- Brief
  Required
- Brief Name
- Description
- Status
Action
Write
- Company
  Required
- Company Name
- Status
- Type
- Industry
- Address Line 1
- Address Line 2
- City
- Province / State
- Postal / Zip
- Country
- Phone
- Fax
- Website
- Overview
Action
Write
- Contact
  Required
- First Name
- Last Name
- Email
- Status
- Contact Type
- Company
- Salutation
- Title
- Direct Phone
- Mobile Phone
- Address Line 1
- Address Line 2
- City
- Province / State
- Postal / Zip
- Country
- Fax
- Overview
Action
Write
- Type
- Description
  Required
- Office
  Required
- Accounts Payable
  Required
- Terms
- Reference Number
- Estimate
  Required
- Service Group
  Required
- Expense Type
  Required
- Supplier
  Required
- Cost
- Quantity
- Markup %
- Expense Date
  Required
Action
Write
- Estimate
  Required
- Job Name
- Status
- Category
- Billing Status
- Open Date
- Client PO Number
- Contact
  Required
Action
Write
- Title
  Required
- Content
  Required
- Company
- Job
- Contact
- Estimate
- Category
- Follow-up Date
Action
Write
- Title
  Required
- Job
- Schedule
- Status
- Priority
- Assigned By
- Milestone
- Description
- Estimated Hours
- Due Date
- Start Date
- Staff
  Required
Action
Write
- Predecessor Task
  Required
- Dependent Task
  Required
- Type
Action
Write
- Job
  Required
- Service
  Required
- Staff
- Work Date
  Required
- Hours
  Required
- Task
- Description
- Hourly Cost
- Billing Rate
Action
Write
- Name
  Required
Action
Search
- Name or Number
  Required
- Company Name
Action
Search
- Name or Number
  Required
- Company Name
Action
Search
- Title
  Required
- Job
Action
Search
- Name
  Required
- Company Name
  Required
- Company Code
- Status
  Required
- Type
  Required
- Industry
  Required
- Address Line 1
- Address Line 2
- City
- Province / State
- Postal / Zip
- Country
- Phone
- Fax
- Website
- Overview
Action
Search or write
- Title
  Required
- Job
- Schedule
- Status
- Priority
- Assigned By
- Milestone
- Description
- Estimated Hours
- Due Date
- Start Date
- Staff
  Required
Action
Search or write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

For AI agents & developers

Use Function Point and Microsoft Excel with AI agents and code

Beyond Zap workflows. Call Function Point and Microsoft Excel actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Function Point and Microsoft Excel actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Brief
Add Row

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Function Point and Microsoft Excel actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* function-point / excel action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Function Point and Microsoft Excel to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Microsoft Excel on the Zapier blog

Make work flow with AI

Level up your Function Point to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Function Point

Function Point is an all-in-one agency management platform for project, resource, financial, and team collaboration.

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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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