Microsoft Excel + Holded
Add new Holded sales orders to Microsoft Excel as rows
Automate your sales records with this seamless workflow between Holded and Microsoft Excel. Whenever a new sales order is made in Holded, it instantly adds a row to a specified table in your Microsoft Excel sheet. This streamlined process not only saves time but also ensures that your sales data in Excel is consistently up-to-date with your latest transactions. Stay organized and efficient with this convenient automation.
Automate your sales records with this seamless workflow between Holded and Microsoft Excel. Whenever a new sales order is made in Holded, it instantly adds a row to a specified table in your Microsoft Excel sheet. This streamlined process not only saves time but also ensures that your sales data in Excel is consistently up-to-date with your latest transactions. Stay organized and efficient with this convenient automation.
- When this happens...New Sales Order
Triggers when a new sales order is created
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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New Contact
Triggers when a new contact is created
Try ItNew Sales Invoice
Triggers when a new sales invoice is created
Try ItNew Sales Order
Triggers when a new sales order is created
Try ItContact NameRequired
Contact Code
Contact Relationship
Contact type
Contact Email
Phone Number
Mobile Phone
Website
Address
City
Postal Code
Province
Country
IBAN
Swift
Sepa Reference
Note
Currency
Language
Tags
New Deal
Triggers when a new CRM Deal is created
Try ItNew Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItNew Sales Receipt
Triggers when a new sales receipt has been created
Try ItContact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
Notes
DateRequired
Name
Units
SKU
Subtotal
Discount (%)
Tax Rate (%)
Taxes
Document Number
Currency
Tags
