Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Microsoft Excel with Teamwork - no code necessary. See how you can get setup in minutes.
100%
Help
Microsoft Excel
Microsoft Excel
1. Choose trigger event
Teamwork
Teamwork
2. Choose action
1. Select the event
Setup
Test
Microsoft Excel
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.
Add your action
An action happens after the trigger—such as "Add Task List From Template" in Teamwork.
You’re connected!
Zapier seamlessly connects Microsoft Excel and Teamwork, 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.
Create a new record or update an existing record in your app.
Name
Required
Color
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Website
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Name
Required
Parent Category
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
File Name
Required
File
Required
Display Name
Description
CategoryName
Private
Notify
Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Name
Required
Parent Category
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Title
Required
Description
Link
Required
Open in New Window?
Width
Height
Category
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Name
Required
Parent Category
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Message
Required
Body
Required
Who should be notified?
Post as Another User
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Title
Required
Description
When is this due?
Required
Who is responsible?
Required
Notify
Private to Owner Company?
Who can see it?
Reminder
Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Notebook
Required
Add Comment
Required
ContentType
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company
Required
FirstName
Required
LastName
Required
Email
Required
UserType
Required
PrivateNotes
SendInvite
SendInviteWithMessage
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Description
Add Selected Users to this Project
Project Owner
Company
Name of New Company to Create
StartDate
EndDate
Category
Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Workflow ID
Required
Name
Required
Color
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Task List
Task
Required
Add Comment
Required
ContentType
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Name
Required
Description
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Task List
Task
Required
Start Date and Time
Required
Duration Hours
Required
Duration Minutes
Required
Description
Who?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Title
Required
Description
All Day
Start
Required
End
Required
Where
Attendees
Event Type
Privacy Type
Required
Show as Busy
Project
Notify All Attendees
Who should be notified?
Attendees Can Edit
Project Users Can Edit
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Name
Required
Website
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Project
Required
File Name
Required
File
Required
Display Name
Description
CategoryName
Private
Notify
Tags
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Title
Required
Project
Required
Description
Link
Required
Open in New Window?
Width
Height
Category
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Project
Milestone
Required
Add Comment
Required
ContentType
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Project
Notebook
Required
Add Comment
Required
ContentType
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Company
Required
FirstName
Required
LastName
Required
Email
Required
UserType
Required
PrivateNotes
SendInvite
SendInviteWithMessage
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Workflow ID
Required
Search For
Required
Color
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Project
Required
Description
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft Excel and Teamwork with AI agents and code
Beyond Zap workflows. Call Microsoft Excel and Teamwork 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 Microsoft Excel and Teamwork actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Row
Add Task List From Template
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
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 Microsoft Excel and Teamwork 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.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
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.
Automate your way to actionable, up-to-date data
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.
Resolve incidents faster with automation
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 Microsoft Excel to Teamwork integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft Excel + Teamwork integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and Teamwork
What can I automate between Excel and Teamwork using Zapier?
By integrating Microsoft Excel with Teamwork via Zapier, you can automate tasks such as creating new tasks in Teamwork when a new row is added to an Excel spreadsheet, or updating existing tasks based on changes in your spreadsheets. You can also automate exporting completed project details from Teamwork to your Excel database.
How do triggers work for the Excel and Teamwork integration?
In our integration, a trigger is an event that starts or initiates the workflow between Microsoft Excel and Teamwork. Triggers can include actions like adding a new row in an Excel sheet, which could then trigger the creation of a new task in Teamwork. These triggers ensure that your data is synchronized and updated across both platforms efficiently.
Can I update existing tasks in Teamwork through changes made in Excel?
Yes, you can update existing tasks within Teamwork by tracking changes made in an associated Excel spreadsheet. For instance, if you modify specific columns that represent task updates in your Excel sheet, those updates will be reflected directly onto the corresponding tasks within Teamwork.
Are there any pre-built workflows available for integrating Excel with Teamwork?
We offer several pre-built workflows (known as Zaps) to simplify the integration process for common use cases such as automatically creating new rows in Excel from completed tasks in Teamwork or sending weekly reports of task completions from Teamwork to an organized spreadsheet view.
What actions can be performed automatically when a change occurs in my project data?
When project data is updated on either platform you’ve integrated using Zapier—like completion dates or priority levels—you can set automatic actions such as notifying team members via email or logging these events into another system managed through Microsoft Excel.
How secure is the integration between Microsoft Excel and Teamwork through Zapier?
We prioritize security highly. When using Zapier for integrations involving Microsoft Excel and Teamwork, all data transfers are encrypted using SSL/TLS standards to ensure confidentiality and integrity during automation processes.
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.
Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
