Connect Breeze and Microsoft Excel to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Breeze with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Task Moved" from Breeze.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects Breeze and Microsoft Excel, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Project
- List
Try ItTriggerPolling- Project
Try ItTriggerPolling- Project
Try ItTriggerPolling- Project
Try ItTriggerPolling
- Status
- Project
Try ItTriggerPolling- Project
Try ItTriggerPolling- New Project
Triggers when a new project is created.
Try ItTriggerPolling - Project NameRequired
- Project Description
- Project Users
- Project Template
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The average user takes less than 6 minutes to set up a Zap
Connect Breeze and Microsoft Excel to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Learn how to automate Microsoft Excel on the Zapier blog
Frequently Asked Questions about Breeze + Microsoft Excel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Breeze and Microsoft Excel
How do I set up the integration between Breeze and Microsoft Excel?
To set up the integration, you will need to use Zapier to connect Breeze with Microsoft Excel. First, create a new Zap in Zapier and select Breeze as the trigger app and define a trigger event like 'New Project' or 'Completed Task'. Then, choose Microsoft Excel as your action app and specify an action such as 'Create Row' or 'Update Row'. This will allow data from Breeze to automatically update your Excel spreadsheet.
What kind of triggers can I use with Breeze in this integration?
We support various triggers within Breeze for this integration. You can use triggers like 'New Project', 'Project Updated', 'New Task Created', or 'Task Completed'. When these events occur in Breeze, they will prompt actions in your connected Microsoft Excel sheet.
Can I update existing rows in an Excel spreadsheet using this integration?
Yes, you can update existing rows in an Excel spreadsheet with this integration. In your Zap setup, select ‘Update Row’ as the action event in Excel when setting up what should happen after a specific trigger event happens in Breeze.
Are there any specific requirements for my Microsoft Excel account to integrate with Breeze?
To integrate with Breeze, make sure that your Microsoft Excel account is accessible through Office 365 or OneDrive, as we utilize cloud-based services for seamless data transfer. Ensure you have the necessary permissions to access relevant sheets where updates will be made.
Is it possible to create multiple rows in Excel for each item updated or created in Breeze?
Yes, you can configure your Zap to create multiple rows in an Excel spreadsheet for each item updated or created in Breeze by selecting ‘Create Multiple Rows’ action during setup. This allows detailed tracking by logging every entry separately.
How often does data sync occur between Breeze and Microsoft Excel once integrated?
Data sync between Breeze and Microsoft Excel typically occurs based on the specific frequency settings of your Zap. Generally, tasks are executed instantly or at regular intervals depending on your plan settings with us.
What happens if there is a connectivity issue during data transfer between Breeze and Microsoft Excel?
If there’s a connectivity issue during data transfer, our system is designed to attempt automatic retries. You will also be notified via email regarding any failed attempts so immediate actions can be taken to rectify them.
