Bookly + Microsoft Excel
Create spreadsheets in Microsoft Excel for new or updated appointments in Bookly
Keep track of all your Bookly appointments in an organized manner by using this workflow. Upon the creation or update of an appointment in Bookly, this automation promptly captures all the relevant details and adds them into a new line in your Microsoft Excel spreadsheet. This way, you maintain an up-to-date, easily accessible record of your appointments directly in Excel without any manual data entry.
Keep track of all your Bookly appointments in an organized manner by using this workflow. Upon the creation or update of an appointment in Bookly, this automation promptly captures all the relevant details and adds them into a new line in your Microsoft Excel spreadsheet. This way, you maintain an up-to-date, easily accessible record of your appointments directly in Excel without any manual data entry.
- When this happens...New or Updated Appointment
Triggers when a new appointment is created or modified.
- automatically do this!Create Workbook
Creates a new workbook
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New Appointment
Triggers when a new appointment is created.
Try ItNew or Updated Appointment
Triggers when a new appointment is created or modified.
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try It
New Customer
Triggers when a new customer is created.
Try ItUpdated Appointment
Triggers when an appointment is modified.
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try It
