Autotask + Microsoft Excel

Update rows in Microsoft Excel when contacts are updated in Autotask

Ensure your Microsoft Excel tables are always up-to-date whenever changes are made to your contacts in Autotask. With this automation, each updated contact in Autotask will prompt a new row addition to your chosen Excel table. No longer worry about manually updating Excel tables as this workflow simplifies and streamlines the process, saving you valuable time.

When this happens...
Updated Contact
Triggers when a contact is updated. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
TriggerInstant
automatically do this!
Add Row to Table
Adds a new row to the end of a specific table.
ActionWrite

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Supported triggers and actions

- Help Text
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Polling
Try It
- Company
Trigger
Polling
Try It
- Opportunity
Trigger
Polling
Try It

New Task
Triggers when a new Task is found.
Trigger
Polling
Try It
New Time Entry
Triggers when a new time entry is found.
Trigger
Polling
Try It

- Help Text
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Polling
Try It
- Help Text
- Field
Trigger
Instant
Try It
Create Company
Creates a company.
Action
Write
- CompanyRequired
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article CategoryRequired
Action
Write
- OpportunityRequired
Action
Write
- CompanyRequired
Action
Write
- OpportunityRequired
Action
Write
- TaskRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- Quote Name
- Quote ID
Action
Search
- Country IDRequired
Action
Search
- Resource IDRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

- Company
- Assigned To Resource ID
Trigger
Polling
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It
New Project
Triggers when a new Project is found.
Trigger
Polling
Try It
New Service Call
Triggers when a new service call is created.
Trigger
Polling
Try It
- Help Text
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
- Company
Trigger
Polling
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- CompanyRequired
Action
Write
- NameRequired
- Submitter IDRequired
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)Required
- Status
- Submit
Action
Write
- CompanyRequired
Action
Write
- ProjectRequired
Action
Write
- ContactRequired
Action
Write
- QuoteRequired
Action
Write
- TicketRequired
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company ID
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency IDRequired
Action
Search
- Company Name
- Company ID
Action
Search or write
- 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
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

Related categories

CRM (Customer Relationship Management)

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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.

Learn more

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Add new Autotask contacts as new rows in Excel

Add new Autotask invoices as rows in Microsoft Excel for streamlined data management

Autotask + Microsoft Excel

Update rows in Microsoft Excel when contacts are updated in Autotask

New Company

New Configuration Item

New Invoice

New Opportunity

New Quote

New Task

New Time Entry

Updated Configuration Item

Updated Opportunity

Updated Quote

Updated Ticket

Create Company

Create Contact

Create Ticket Note

Create Knowledge Base Article

Create Quote

Update Company

Update Opportunity

Update Task

API Request (Beta)

Find Contract

Find Contact

Find Quote

Find Country

Find Resource

New Row

New Worksheet

Add Row

Add Row to Table

Create Worksheet

Find Row

Find or Create Row

New Company "To Do" Event

New Contact

New Ticket

New Project

New Service Call

New or Updated Ticket Note

Updated Company

Updated Contact

Updated Project

Updated Task

Updated Time Entry

Create Company To-Do

Create Ticket

Create Expense Report

Create Opportunity

Create Task

Update Contact

Update Quote

Update Ticket

Find Account

Find Company

Find Opportunity

Find Ticket

Find Currency

Find Company

New Row in Table

Updated Row

Add Row(s)

Create Workbook

Update Row

Find Worksheet

Find or Create Worksheet

About Autotask

Related categories

Similar apps

Jira Software Server

Odoo ERP Self Hosted

ConnectWise Manage

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

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