DocketManager + Microsoft Excel

Add new rows in Microsoft Excel for every order posted in DocketManager

Efficiently streamline your order processing with this time-saving workflow. When a new order is posted in DocketManager, a corresponding row is instantly created in your Microsoft Excel spreadsheet. This ensures your orders are always up-to-date and organized, helping to eliminate manual data entry and improve your sales tracking processes.

When this happens...
Order Posted
Triggers when an Order is Posted.
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

Contact Created
Triggers when a new Contact is Created.
Trigger
Instant
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Customer Created
Triggers when a new Customer is created.
Trigger
Instant
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Order Placed Online
Triggers when an Online Order is placed.
Trigger
Instant
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Payment Created
Triggers when a Payment is Created.
Trigger
Instant
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Queue Changed
Triggers when and Order Item moves into a new Queue.
Trigger
Instant
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Quote Email
Triggers when a Quote Email is sent
Trigger
Instant
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Supplier Created
Triggers when a new Supplier is created.
Trigger
Instant
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Sync Item
Triggers when the "Sync Item" button is clicked on the Item View page.
Trigger
Instant
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Task Completed
Triggers when a Task is marked as completed.
Trigger
Instant
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Vendor Updated
Triggers when a Vendor is modified.
Trigger
Instant
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- Contact IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- NameRequired
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Customer IDRequired
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Order Item IDRequired
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Order IDRequired
Action
Write
- Quote Item IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- Quote IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- Order IdRequired
- Tracking Number
- Contact Name
- Destination Address Name
- Destination Address
- Destination City
- Destination Region
- Destination Country
- Destination Zip/Postal
- Cost
- Price
Action
Write
- Queue NameRequired
- Order Item IdRequired
Action
Write
- IdRequired
- Update
- UpdatesRequired
- Billing
- Billing Address
- Shipping
- Shipping Address
Action
Write
- Search ByRequired
Action
Search
- NumberRequired
Action
Search
- NumberRequired
Action
Search
- Search ByRequired
- Customer IdRequired
- NameRequired
- Title
- Phone
- Cell
- Email
- Tags
Action
Search or 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

Contact Updated
Triggers when a Contact is modified.
Trigger
Instant
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Customer Updated
Triggers when a Customer is modified.
Trigger
Instant
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Order Posted
Triggers when an Order is Posted.
Trigger
Instant
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Proof Status Updated
Triggers when a Proof Status is Created or Changed.
Trigger
Instant
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Quote Converted
Triggers when a Quote is converted to an Order.
Trigger
Instant
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Shipping Email
Triggers when a Shipping Email is sent.
Trigger
Instant
Try It
Supplier Updated
Triggers when a Supplier is modified.
Trigger
Instant
Try It
Sync Order
Triggers when the "Sync Order" button is clicked on the Order View page.
Trigger
Instant
Try It
Vendor Created
Triggers when a new Vendor is Created.
Trigger
Instant
Try It
- Customer IdRequired
- NameRequired
- Title
- Phone
- Cell
- Email
- Tags
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Contact IDRequired
Action
Write
- Customer IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- Order Item IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- Order IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- Order IDRequired
- Created By Employee IDRequired
- Deposit TypeRequired
- Payment TypeRequired
- Reference Number
- Payment DateRequired
- Payment AmountRequired
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Quote Item IDRequired
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Quote IDRequired
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
Action
Write
- IdRequired
- Updates Help
- UpdatesRequired
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- NumberRequired
Action
Search
- NumberRequired
Action
Search
- Search ByRequired
- NameRequired
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
Action
Search or 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

About DocketManager

DocketManager is a complete print business management system offering a fully integrated cloud based MIS and Web to Print platform.

Related categories

Printing

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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DocketManager + Microsoft Excel

Add new rows in Microsoft Excel for every order posted in DocketManager

Contact Created

Customer Created

Order Placed Online

Payment Created

Queue Changed

Quote Email

Supplier Created

Sync Item

Task Completed

Vendor Updated

Create Contact Note

Create Customer

Create Customer Task

Create Order Item Task

Create Order Task

Create Quote Item Note

Create Quote Note

Create Shipment

Queue Move

Update Customer

Find Customer

Find Order

Find Quote

Find or Create Contact

New Row

New Worksheet

Add Row

Add Row to Table

Create Worksheet

Find Row

Find or Create Row

Contact Updated

Customer Updated

Order Posted

Proof Status Updated

Quote Converted

Shipping Email

Supplier Updated

Sync Order

Vendor Created

Create Contact

Create Contact Task

Create Customer Note

Create Order Item Note

Create Order Note

Create Payment

Create Quote Item Task

Create Quote Task

Create Task

Update Contact

Find Contact

Find Employee

Find Order Item

Find Quote Item

Find or Create Customer

New Row in Table

Updated Row

Add Row(s)

Create Workbook

Update Row

Find Worksheet

Find or Create Worksheet

About DocketManager

Related categories

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip