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EasyMe + Microsoft Excel

Create or update EasyMe clients from new Microsoft Excel rows

Effortlessly keep track of client details with this seamless workflow utilizing Microsoft Excel and EasyMe. Whenever new data is entered into a row in your Excel spreadsheet, it will trigger an update or creation of a client profile within EasyMe. This streamlines your process, making your client management efficient and hassle-free.

Effortlessly keep track of client details with this seamless workflow utilizing Microsoft Excel and EasyMe. Whenever new data is entered into a row in your Excel spreadsheet, it will trigger an update or creation of a client profile within EasyMe. This streamlines your process, making your client management efficient and hassle-free.

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

    Triggers when a new row is added to a worksheet in a spreadsheet.

    TriggerPolling
  2. automatically do this!
    EasyMeEasyMe
    Create or Update Client

    Creates or updates a client.

    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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easyme logo

About EasyMe

EasyMe is an all-in-one booking, payment, marketing and online course platform for knowledge workers.

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  • Marketing Automation

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excel logo
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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