Microsoft Excel + Process Plan

Update process fields in Process Plan when rows in Microsoft Excel are updated

Improve project management efficiency with this seamless Microsoft Excel and Process Plan integration. Whenever a row in your Excel spreadsheet gets updated, the revised data is instantly transferred, enriching the corresponding Process Fields in the Process Plan. It eradicates the need for time-consuming manual data entry, letting you focus on more imperative tasks. Keeping Process Fields current and accurate becomes effortless, facilitating smooth project execution.

Improve project management efficiency with this seamless Microsoft Excel and Process Plan integration. Whenever a row in your Excel spreadsheet gets updated, the revised data is instantly transferred, enriching the corresponding Process Fields in the Process Plan. It eradicates the need for time-consuming manual data entry, letting you focus on more imperative tasks. Keeping Process Fields current and accurate becomes effortless, facilitating smooth project execution.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    Updated Row

    Triggers when a row is added or updated in a worksheet.

    TriggerPolling
  2. automatically do this!
    Process PlanProcess Plan
    Update Process Fields

    Updates one or more fields of process.

    ActionWrite
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Supported triggers and actions

    • 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
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excel logo

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

Related categories

  • Microsoft
  • Spreadsheets

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processplan logo

About Process Plan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

Related categories

  • Product Management

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