Checkmob + Microsoft Excel

Add new Checkmob checklists to Microsoft Excel as rows

Streamline your documentation process with this efficient Checkmob to Microsoft Excel workflow. Whenever a checklist is completed in Checkmob, a new row gets added in your Microsoft Excel sheet, ensuring all of the crucial details are organized and easily accessible. Save your valuable time on manual data entry and focus more on tasks that demand your attention.

When this happens...
Checklist Answered
Triggers when a checklist is answered
TriggerPolling
automatically do this!
Add Row
Adds a new row to the end of a worksheet.
ActionWrite

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Supported triggers and actions

- 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
- 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

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.

Learn more