Microsoft Excel + fieldd
Add new fieldd bookings to Microsoft Excel as rows instantly with this workflow
With this workflow, as soon as you receive a new booking in your fieldd app, a corresponding row is seamlessly added to your selected Microsoft Excel spreadsheet. This automation allows you to maintain a neatly organized record of all new bookings, saving you time and eliminating the need for manual data entry. Stay updated and enhance your productivity with every new booking.
With this workflow, as soon as you receive a new booking in your fieldd app, a corresponding row is seamlessly added to your selected Microsoft Excel spreadsheet. This automation allows you to maintain a neatly organized record of all new bookings, saving you time and eliminating the need for manual data entry. Stay updated and enhance your productivity with every new booking.
- When this happens...New Booking
Triggers when a new job is booked.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Mark Invoice Paid
Triggers when an invoice is marked paid.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Quote
Triggers when a new quote is created.
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New Booking
Triggers when a new job is booked.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Try ItNew Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
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