Commusoft + Microsoft Excel

Manage closed jobs in Commusoft by adding rows in Microsoft Excel

Activate this workflow and each time a job is marked as 'Closed' in Commusoft, a corresponding row will be generated in a specified Microsoft Excel spreadsheet. This eliminates the need for manual data entry and keeps your records up to date instantly, thereby increasing your efficiency. It's a systematic approach to keep track of all completed tasks and boost your productivity.

When this happens...
Job Closed
Triggers when a job is closed.
TriggerInstant
automatically do this!
Add Row
Adds a new row to the end of a worksheet.
ActionWrite

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Supported triggers and actions

New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
Job Closed
Triggers when a job is closed.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Job
Triggers when a new job is created.
Trigger
Instant
Try It
New Proposal
Triggers when a new proposal is created.
Trigger
Instant
Try It

New Work Address
Triggers when a new work address is created.
Trigger
Instant
Try It
Opportunity Cancelled
Triggers when an opportunity is cancelled.
Trigger
Instant
Try It

Opportunity Won
Triggers when an opportunity is won.
Trigger
Instant
Try It
New Office Tasks
Triggers when a new tasks is created.
Trigger
Instant
Try It
- Customer TypeRequired
- AddressLine1Required
- Company Name
- Company Landline
- Company Email
- Title
- Email
- Surname
- Name
- AddressLine2
- AddressLine3
- Town
- County
- Postcode
- Landline
- Mobile
- Country code
Action
Write
- Title
- Name
- Surname
- Company Name
- Addressline1Required
- Addressline2
- Addressline3
- Postcode
- Town
- Country code
- Mobile
- Email
- County
- Landline
- Customer IdRequired
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 Diary
Triggers when new diary event created.
Trigger
Instant
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Job Complete
Triggers when a job is completed.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
New Scheduled Activity
Triggers when a new scheduled activity is created.
Trigger
Instant
Try It
Opportunity Stage Changed
Triggers when an opportunity stage is updated.
Trigger
Instant
Try It
Opportunity Lost
Triggers when an opportunity is lost.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
Try It
- Opportunity templateRequired
- SurnameRequired
- Name
- Addressline1Required
- Customer Type
- Town
- Landline
- Mobile
- Postcode
- Customer Email
- Company Name
- Company Email
- Company Landline
- Title
- Country code
- Opportunity notes
Action
Write
- Customer TypeRequired
- Addressline1Required
- Job DescriptionRequired
- County
- Title
- Customer Name
- Company Name
- Customer Surname
- Addressline2
- Addressline3
- Town
- Postcode
- Customer Email
- Landline
- Mobile
- Job Notes
- Customer Reference
- Priority
- Quoted Aamount
- Job Files
- Country code
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 Commusoft

Commusoft empowers trade companies with comprehensive job management, increased sales, and seamless team communications.

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Related categories

Scheduling & Booking

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