Microsoft Excel + Synchroteam

Generate new Synchroteam customers from updated rows in Microsoft Excel

Whenever an existing row in your Microsoft Excel sheet gets an update, this workflow activates to ensure the corresponding customer data in Synchroteam is modified as well. This consistent alignment between your Excel sheet and Synchroteam not only supports accurate customer services but also increases overall efficiency in managing customer information, saving your business valuable time.

When this happens...
Updated Row
Triggers when a row is added or updated in a worksheet.
TriggerPolling
automatically do this!
Create Customer
Create a new customer
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

- ShowRequired
Trigger
Polling
Try It
- ShowRequired
Trigger
Polling
Try It
- myId
- NameRequired
- AddressRequired
- Address Street
- Address Complement
- Address ZIP
- Address City
- Address Province
- Address Country
- Contact Last Name
- Contact First Name
- Contact Phone
- Contact Mobile
- Contact Email
- Contact Fax
Action
Write
- Job reference
- Job description
- Customer reference
- Customer nameRequired
- Site reference
- Site name
- Equipment reference
- Equipment name
- Job type nameRequired
- Report template name
Action
Write
- Job Id
- Job reference
- Job number
- Scheduled date startRequired
- Scheduled date endRequired
- Technician's loginRequired
Action
Write
- Id
- myId
- Name
Action
Search
- Id
- myId
- Name
Action
Search
- Id
- Equipment Reference
- Equipment nameRequired
- Customer ReferenceRequired
- Site Reference
Action
Search or write
- Id
- Site Reference
- Site NameRequired
- AddressRequired
- Customer referenceRequired
Action
Search or write

- 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
- ShowRequired
Trigger
Polling
Try It
- Show
Trigger
Polling
Try It
- Equipment Reference
- Equipment nameRequired
- Customer ReferenceRequired
- Site Reference
Action
Write
- Site Reference
- Site NameRequired
- AddressRequired
- Customer referenceRequired
Action
Write
- Id
- myId
- Name
Action
Search
- Id
- MyId
- Num
Action
Search
- Id
- myId
- NameRequired
- AddressRequired
- Address Street
- Address Complement
- Address ZIP
- Address City
- Address Province
- Address Country
- Contact Last Name
- Contact First Name
- Contact Phone
- Contact Mobile
- Contact Email
- Contact Fax
Action
Search or write
- Id
- Job reference
- Num
- Job description
- Customer reference
- Customer nameRequired
- Site reference
- Site name
- Equipment reference
- Equipment name
- Job type nameRequired
- Report template name
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