Microsoft Excel + Process Plan

Start new Process Plan processes every time a new Microsoft Excel row is created

This workflow offers a seamless link between your Microsoft Excel and Process Plan activities. As you add new rows to your Excel sheet, this automation initiates a fresh process in Process Plan without delay. It's an ideal choice for those who wish to streamline their task distribution within the Process Plan app, right from their Excel data updates. Reducing manual tasks, it ensures a quicker and consistent start of processes based on your Excel updates.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Start a New Process
Starts a new process instance and populates it's fields.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- 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

- Process TemplateRequired
- When This Field Is UpdatedRequired
Trigger
Instant
Try It
- Process TemplateRequired
Trigger
Instant
Try It
- Process TemplateRequired
- When This Task Is Canceled (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process TemplateRequired
- When This Tasks Due Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process TemplateRequired
- When This Tasks Becomes Past Due (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process InstanceRequired
Action
Write
- Process Template IDRequired
- Select the Task to CancelRequired
- Process InstanceRequired
Action
Write
- Process Template IDRequired
- Select the Task to StartRequired
- Process InstanceRequired
Action
Write
- Process TemplateRequired
Action
Search

- 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
- Process TemplateRequired
Trigger
Instant
Try It
- Process TemplateRequired
- When This Task Is Assigned (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process TemplateRequired
- When This Task Is Completed (No Selection = Any Tasks)
- When This Task Response Is Used (No Selection = Any Response)
Trigger
Instant
Try It
- Process TemplateRequired
- Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process TemplateRequired
- When This Task's Start Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template IDRequired
- Process InstanceRequired
Action
Write
- Process Template IDRequired
- Select the Task to CompleteRequired
- Task ResponseRequired
- Process InstanceRequired
Action
Write
- Process Template IDRequired
Action
Write

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

Similar apps

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!