Skip to content
Log inSign up

Microsoft Excel + Roofr

Create new Roofr jobs and customers from new rows in Microsoft Excel

Easily streamline your roofing business tasks with this workflow. Once a new row is added to your Microsoft Excel, a corresponding job and customer are instantly created in Roofr. This not only keeps your data organized but also saves you valuable time to focus on more important tasks in your roofing business. Stay ahead with this seamless data connectivity that ensures all your business details are accurately recorded and up-to-date.

Easily streamline your roofing business tasks with this workflow. Once a new row is added to your Microsoft Excel, a corresponding job and customer are instantly created in Roofr. This not only keeps your data organized but also saves you valuable time to focus on more important tasks in your roofing business. Stay ahead with this seamless data connectivity that ensures all your business details are accurately recorded and up-to-date.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row

    Triggers when a new row is added to a worksheet in a spreadsheet.

    TriggerPolling
  2. automatically do this!
    RoofrRoofr
    Create Job and Customer

    Creates a job and customer on Roofr.

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • 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
excel logo
excel logo

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

  • Microsoft
  • Spreadsheets

Similar apps

OneDrive integrationsOneDrive integrations

OneDrive

File Management & Storage, Microsoft
Smartsheet integrationsSmartsheet integrations

Smartsheet

Spreadsheets
Quip integrationsQuip integrations

Quip

Documents
roofr logo
roofr logo

About Roofr

Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.
Learn more

Related categories

  • Sales & CRM

Related Zap Templates

  • Manage lost Roofr proposals by adding rows in Microsoft Excel

Related Zap Templates

  • Manage lost Roofr proposals by adding rows in Microsoft Excel