Microsoft Excel + Simplicate

Add new Simplicate sales to a Microsoft Excel table as rows

Manage your sales effortlessly with this workflow. Whenever there's a new sale in Simplicate, it will add a new row to a table in your Microsoft Excel, keeping your records up-to-date. It ensures seamless data transfer, reducing manual data entry and helping you stay organized with your sales data. Experience improved efficiency with this automation between Simplicate and Microsoft Excel.

When this happens...
New Sales
Triggers when new sales are created.
TriggerPolling
automatically do this!
Add Row to Table
Adds a new row to the end of a specific table.
ActionWrite

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Supported triggers and actions

Invoices Paid
Triggers when invoices are paid.
Trigger
Polling
Try It
New Companies
Triggers when new companies are created.
Trigger
Polling
Try It
New Employees
Triggers when new employees are created.
Trigger
Polling
Try It
New Projects
Triggers when new projects are created.
Trigger
Polling
Try It
New Services
Triggers when new services are created.
Trigger
Polling
Try It

Quotes Sent
Triggers when quotes are sent in a sales process.
Trigger
Polling
Try It
New or Updated Companies
Triggers when companies are created or updated.
Trigger
Polling
Try It

New or Updated Employees
Triggers when employees are created or updated.
Trigger
Polling
Try It
New or Updated Projects
Triggers when projects are created or updated.
Trigger
Polling
Try It
Updated Services
Triggers when services or updated.
Trigger
Polling
Try It
- First NameRequired
- Initials
- Family Name Preposition
- Family NameRequired
- GenderRequired
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- NameRequired
- Project IDRequired
- Amount
- Price
- Invoice from
Action
Write
- SubjectRequired
- Company IDRequired
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Organization Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- IDRequired
- NameRequired
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- IDRequired
- NameRequired
- Project Number
- Company IDRequired
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Company IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Project IDRequired
Action
Search
- 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

Invoices Sent
Triggers when an invoice is sent.
Trigger
Polling
Try It
New Contacts
Triggers when new contacts are created.
Trigger
Polling
Try It
New Hours
Triggers when new hours are created.
Trigger
Polling
Try It
New Sales
Triggers when new sales are created.
Trigger
Polling
Try It
New Timeline Notes
Triggers when new timeline notes are created.
Trigger
Polling
Try It
Sales Accepted
Triggers when sales processes are accepted.
Trigger
Polling
Try It
New or Updated Contacts
Triggers when contacts created or are updated.
Trigger
Polling
Try It
Updated Hours
Triggers when hours or updated.
Trigger
Polling
Try It
New or Updated Sales
Triggers when sales are created or updated.
Trigger
Polling
Try It
- NameRequired
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- NameRequired
- Sales IDRequired
- Default Service IDRequired
- Revenue Group ID
- VAT Code ID
- Amount
- Price
- Track Hours
Action
Write
- NameRequired
- Project Number
- Company IDRequired
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- ContentRequired
- Posted byRequired
- Organization ID
- Employee ID
- Person ID
- Sales ID
- Project ID
Action
Write
- IDRequired
- First NameRequired
- Initials
- Family Name Preposition
- Family NameRequired
- GenderRequired
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- IDRequired
- SubjectRequired
- Company IDRequired
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Status
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Company NameRequired
Action
Search
- Contact E-mail addressRequired
Action
Search
- Sales IDRequired
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

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

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About Simplicate

All-in-one CRM and project software: CRM, sales, project management, planning, time registration & invoicing.

Learn more

Related categories

Project Management

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Microsoft Excel + Simplicate

Add new Simplicate sales to a Microsoft Excel table as rows

Invoices Paid

New Companies

New Employees

New Projects

New Services

Quotes Sent

New or Updated Companies

New or Updated Employees

New or Updated Projects

Updated Services

Create Contact

Create (Fixed Fee) Service

Create Sales

Update Company

Update Project

Find Company by ID

Find Contact by ID

Find Project by ID

New Row

New Worksheet

Add Row

Add Row to Table

Create Worksheet

Find Row

Find or Create Row

Invoices Sent

New Contacts

New Hours

New Sales

New Timeline Notes

Sales Accepted

New or Updated Contacts

Updated Hours

New or Updated Sales

Create Company

Create (Fixed Fee) Sales Service

Create Project

Create Timeline Note

Update Contact

Update Sales

Find Company by Name

Find Contact by Email

Find Sales by ID

New Row in Table

Updated Row

Add Row(s)

Create Workbook

Update Row

Find Worksheet

Find or Create Worksheet

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

About Simplicate

Related categories

Related Zap Templates

Related Zap Templates