Microsoft Excel + fieldd
Add new fieldd sales receipts to a Microsoft Excel table as rows
Easily manage your sales data with this seamless workflow. Once a new sales receipt is created in fieldd, it instantly adds a row to your Microsoft Excel table. Ideal for businesses that want to stay on top of their sales data, this setup offers a smooth, automatic data transfer, eliminating the need for manual input. Enhance your record-keeping process, saving you precious time and minimizing potential errors.
Easily manage your sales data with this seamless workflow. Once a new sales receipt is created in fieldd, it instantly adds a row to your Microsoft Excel table. Ideal for businesses that want to stay on top of their sales data, this setup offers a smooth, automatic data transfer, eliminating the need for manual input. Enhance your record-keeping process, saving you precious time and minimizing potential errors.
- When this happens...New Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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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.
Try It
