Checkmob + Microsoft Excel

Create service orders in Checkmob from new rows in Microsoft Excel

Streamline your operations by linking Microsoft Excel and Checkmob using this workflow. Whenever a new row materializes in your Microsoft Excel, a service order is instantly created in Checkmob. This seamless communication between the two applications means you can focus on more important tasks, knowing your data is being managed effectively and efficiently. This automatic process not only saves time but enhances productivity and data accuracy.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create Service Order
Creates a new service order in the system
ActionWrite

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Supported triggers and actions

- 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

- Checklist
Trigger
Polling
Try It
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Service Order
Triggers when a new service order is created.
Trigger
Polling
Try It
Service Order Closed or Completed
Triggers when a new service order is closed or completed
Trigger
Polling
Try It
- NameRequired
- TypeRequired
- Phone
- Cell Phone
- Cpf
- Cnpj
- Responsible
- Email
- Phone
- Role
- Additional Info
- Business Value
- Expected Close Date
- Next follow up date
- Funnel Steps
- Sector Market
- Temperature
- Category
- Street
- Number
- Complement
- Neighborhood
- ZipCode
- Country
- State
- City
- Segment
- Contact
- Latitude
- Longitude
Action
Write
- TitleRequired
- ClientRequired
- SegmentRequired
- GroupRequired
- UserRequired
- Checklist
- Scheduled Start Date and TimeRequired
- Expected Completion Date and TimeRequired
Action
Write
- Id ClienteRequired
- LatitudeRequired
- LongitudeRequired
Action
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
New Scheduled Service
trigger when a new scheduled service is created
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
New Service Order by User
Triggers when a new service order is created for you.
Trigger
Polling
Try It
- Id ServiçoRequired
- Observação
- Status ServiçoRequired
Action
Write
- ClientRequired
- UserRequired
- Expected Start DateRequired
- Expected Completion DateRequired
- Objective
- Group
- Person
- Segment
Action
Write
- Id
- NameRequired
- Type
- Phone
- Cell Phone
- Cpf
- Cnpj
- Responsible
- Email
- Responsible Phone
- Role
- Additional Info
- Business Value
- Street
- Number
- Complement
- Neighborhood
- ZipCode
- Country
- State
- City
- Latitude
- Longitude
- Segment
- Contact
Action
Write

About Checkmob

Checkmob is the ultimate mobile app for on-the-go employee management. Simplify your business operations and optimize your team's productivity!

Related categories

CRM (Customer Relationship Management)

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.

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