Microsoft Excel + fieldd
Add new fieldd customers to Microsoft Excel rows instantly
When a new customer is added in fieldd, using this workflow, details are instantly moved to a Microsoft Excel sheet. It allows you to keep track of new customers without the need for manual data entry. Enjoy the ease and efficiency provided by this seamless integration of fieldd and Microsoft Excel.
When a new customer is added in fieldd, using this workflow, details are instantly moved to a Microsoft Excel sheet. It allows you to keep track of new customers without the need for manual data entry. Enjoy the ease and efficiency provided by this seamless integration of fieldd and Microsoft Excel.
- When this happens...New Customer
Triggers when a new customer is created.
- 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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