Checkmob + Microsoft Excel

Manage new Checkmob service orders by adding rows to Microsoft Excel

Stay organized and increase efficiency with this workflow that connects Checkmob and Microsoft Excel. Upon the creation of a new service order in Checkmob, a row gets added seamlessly in your Excel spreadsheet. This automation ensures all your service orders are neatly documented in real time, saving you from the manual data entry. Manage your orders effortlessly, and never miss out on any details.

When this happens...
New Service Order
Triggers when a new service order is created.
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
- Worksheet IDRequired
- New NameRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- RangeRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
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
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Row IDRequired
- No Match Copy
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.

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