Cin7 Core Inventory + Microsoft Excel + Microsoft Outlook Integrations
How to connect Cin7 Core Inventory + Microsoft Excel + Microsoft Outlook
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Do even more with Cin7 Core Inventory + Microsoft Excel + Microsoft Outlook
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Cin7 Core Inventory, Microsoft Excel, and Microsoft Outlook. And don’t forget that you can add more apps and actions to create complex workflows.
Sale Attachment Added
Triggers when an attachment is added to a sale
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sale
Triggers when a new sale is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
CurrencyRequired
Payment TermRequired
Discount
TaxRuleRequired
Carrier
Sales Representative
Location
Comments
Account ReceivableRequired
Revenue AccountRequired
Price Tier
Tax Number
On Credit Hold
AttributeSet
Additional Attribute 1
Additional Attribute 2
Additional Attribute 3
Additional Attribute 4
Additional Attribute 5
Additional Attribute 6
Additional Attribute 7
Additional Attribute 8
Additional Attribute 9
Additional Attribute 10
Tags
Line1 (required when Addresses provided)
Line2
City
State
Postcode
Country (required when Addresses provided)
Type (required when Addresses provided)
Default For Type
Name (required when Contacts provided)
Job Title
Phone
Mobile Phone
Fax
Email
Website
Default
Comment
Include In Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sale IDRequired
Payment Type
Reference
AmountRequired
Date PaidRequired
AccountRequired
Currency RateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Contact
Phone
Email
Order Date
Sale Account
SKURequired
QuantityRequired
PriceRequired
TaxRequired
TotalRequired
Line Order
Discount
Sale Account
Tax RuleRequired
Comment
DropShip
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State
Billing Address Postcode
Billing Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State
Shipping Address Postcode
Shipping Address Country
Shipping Address Contact
Shipping Address Company
Shipping Address Ship To Other
Carrier
Ship By
Tax Rule
Tax Inclusive
Terms
Price Tier
Location
Note
Customer Reference
Invoice Status
Order Status
AutoPickPackShip Mode
Sales Representative
Invoice Date
Invoice Due Date
Currency Rate
Order Memo
Invoice Memo
Reference
Amount
DatePaid
Account
Currency Rate
Additional Attribute 1
Additional Attribute 2
Additional Attribute 3
Additional Attribute 4
Additional Attribute 5
Additional Attribute 6
Additional Attribute 7
Additional Attribute 8
Additional Attribute 9
Additional Attribute 10
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Effective DateRequired
Account
Reference
SKURequired
QuantityRequired
Unit CostRequired
LocationRequired
Batch Serial Number
Expiry Date
Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
CurrencyRequired
Payment TermRequired
Discount
Tax RuleRequired
Comments
Account PayableRequired
Tax Number
Attribute Set
Additional Attribute 1
Additional Attribute 2
Additional Attribute 3
Additional Attribute 4
Additional Attribute 5
Additional Attribute 6
Additional Attribute 7
Additional Attribute 8
Additional Attribute 9
Additional Attribute 10
Line 1 (required when Addresses provided)
Line 2
City
State
Postcode
Country (required when Addresses provided)
Type (required when Addresses provided)
Default For Type
Name (required when Contacts provided)
Phone
Fax
Email
Website
Default
Comment
Include In Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
SKURequired
NameRequired
CategoryRequired
Brand
TypeRequired
Costing MethodRequired
DropShip Mode
Length
Width
Height
Weight
Unit of MeasureRequired
Weight Unit of Measure
Dimensions Unit of Measure
Barcode
Minimum Before Reorder
Reorder Quantity
Price Tier 1Required
Price Tier 2
Price Tier 3
Price Tier 4
Price Tier 5
Price Tier 6
Price Tier 7
Price Tier 8
Price Tier 9
Price Tier 10
Short Description
Description
Tags
Stock Locator
Pick Zones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
NameRequired
CurrencyRequired
PaymentTermRequired
Discount
Tax RuleRequired
Comments
Account PayableRequired
Tax Number
Attribute Set
Additional Attribute 1
Additional Attribute 2
Additional Attribute 3
Additional Attribute 4
Additional Attribute 5
Additional Attribute 6
Additional Attribute 7
Additional Attribute 8
Additional Attribute 9
Additional Attribute 10
Line 1 (required when Addresses provided)
Line 2
City
State
Postcode
Country (required when Addresses provided)
Type (required when Addresses provided)
Default For Type
Name (required when Contacts provided)
Job Title
Phone
Mobile Phone
Fax
Email
Website
Default
Comment
Include In Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assembly Status
Search
Sale ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSale ID
Order Number
Invoice Number
Credit Note Number
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct ID
Product Name
Product SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSale IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Contact Name / Email
CurrencyRequired
Payment TermRequired
Discount
TaxRuleRequired
Carrier
Sales Representative
Location
Comments
Account ReceivableRequired
Revenue AccountRequired
Price Tier
Tax Number
On Credit Hold
AttributeSet
Additional Attribute 1
Additional Attribute 2
Additional Attribute 3
Additional Attribute 4
Additional Attribute 5
Additional Attribute 6
Additional Attribute 7
Additional Attribute 8
Additional Attribute 9
Additional Attribute 10
Tags
Line1 (required when Addresses provided)
Line2
City
State
Postcode
Country (required when Addresses provided)
Type (required when Addresses provided)
Default For Type
Name (required when Contacts provided)
Job Title
Phone
Mobile Phone
Fax
Email
Website
Default
Comment
Include In Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
Location Name
Sensitivity
Attendees
All Day Event?
Description
Show me as Free or Busy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
Sale Additional Info Added
Triggers when an additional information is added to a sale
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sale Credit Note Authorised
Triggers when a sales credit note authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sale Invoice Authorised
Triggers when a sales invoice authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sale Shipment Tracking Number Changed
Triggers when a sale's shipment tracking number changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Stock Level Update
Triggered when a change is made to product availability.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sale IDRequired
File NameRequired
Is Processed
File Content
File Download URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sale IDRequired
StatusRequired
SKURequired
LocationRequired
Package #
QuantityRequired
Batch Serial Number
Expiry Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SKURequired
NameRequired
CategoryRequired
Brand
TypeRequired
Costing MethodRequired
DropShip Mode
Length
Width
Height
Weight
Unit of MeasureRequired
Weight Unit of Measure
Dimensions Unit of Measure
Barcode
Minimum Before Reorder
Reorder Quantity
Price Tier 1Required
Price Tier 2
Price Tier 3
Price Tier 4
Price Tier 5
Price Tier 6
Price Tier 7
Price Tier 8
Price Tier 9
Price Tier 10
Short Description
Description
Tags
Stock Locator
Pick Zones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sale IDRequired
Keep Existing Shipment Lines
StatusRequired
Require By Date
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State
Shipping Address Postcode
Shipping Address Country
Shipping Address Contact
Shipping Address Company
Shipping Address Ship To Other
Shipping Notes
Shipment DateRequired
Carrier
Package #Required
Tracking Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From LocationRequired
To LocationRequired
Departure DateRequired
Completion DateRequired
Reference
SKURequired
Transfer QuantityRequired
Batch Serial Number
Expiry Date
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Name
Currency
Payment Term
Discount
TaxRule
Carrier
Sales Representative
Location
Comments
Account Receivable
Revenue Account
Price Tier
Tax Number
On Credit Hold
AttributeSet
Additional Attribute 1
Additional Attribute 2
Additional Attribute 3
Additional Attribute 4
Additional Attribute 5
Additional Attribute 6
Additional Attribute 7
Additional Attribute 8
Additional Attribute 9
Additional Attribute 10
Tags
Line1 (required when Addresses provided)
Line2
City
State
Postcode
Country (required when Addresses provided)
Type (required when Addresses provided)
Default For Type
Name (required when Contacts provided)
Job Title
Phone
Mobile Phone
Fax
Email
Website
Default
Comment
Include In Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sale IDRequired
CustomerRequired
Contact
Phone
Email
Order Date
Sale Account
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State
Billing Address Postcode
Billing Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State
Shipping Address Postcode
Shipping Address Country
Shipping Address Contact
Shipping Address Company
Shipping Address Ship To Other
Carrier
Ship By
Tax Rule
Tax Inclusive
Terms
Price Tier
Location
Note
Customer Reference
Sales Representative
Currency Rate
Additional Attribute 1
Additional Attribute 2
Additional Attribute 3
Additional Attribute 4
Additional Attribute 5
Additional Attribute 6
Additional Attribute 7
Additional Attribute 8
Additional Attribute 9
Additional Attribute 10
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Name
Contact Name / Email
ActionThis is an event a Zap performs.SearchFind existing data in your appPage numberRequired
Limit per pageRequired
ID of product
Name of product
Sku of product
Non Zero Products OnlyRequired
Location
Batch #
Category
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStorage Source
Folder
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planParent FolderRequired
Child Folder
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEvent
Merge with existing attendees?
Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First NameRequired
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From Email
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
ContactRequired
First Name
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Folder
First NameRequired
Last Name
Email
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Cin7 Core Inventory + Microsoft Excel + Microsoft Outlook Integrations Work
- Step 1: Authenticate Cin7 Core Inventory, Microsoft Excel, and Microsoft Outlook.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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