CASEpeer + Microsoft Excel

Update CASEpeer cases every time Microsoft Excel rows are updated

Streamline your case creation process in CASEpeer directly from your Microsoft Excel sheet. With this workflow, whenever a row in your Excel is updated, a new case is instantly crafted in CASEpeer. This allows for immediate action on changes, helping to increase efficiency and accuracy of your case management. No longer will you need to switch between apps, this integration ensures your case handling gets a seamless upgrade.

Streamline your case creation process in CASEpeer directly from your Microsoft Excel sheet. With this workflow, whenever a row in your Excel is updated, a new case is instantly crafted in CASEpeer. This allows for immediate action on changes, helping to increase efficiency and accuracy of your case management. No longer will you need to switch between apps, this integration ensures your case handling gets a seamless upgrade.

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

    Triggers when a row is added or updated in a worksheet.

    TriggerPolling
  2. automatically do this!
    CASEpeerCASEpeer
    Create Case

    Creating a case action

    ActionWrite
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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
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casepeer logo

About CASEpeer

Case and practice management software for personal injury attorneys

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  • CRM (Customer Relationship Management)

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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

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