Microsoft Excel + Zahara

Create purchase orders in Zahara from new rows in Microsoft Excel

Ensure seamless management of your purchases with this workflow. Whenever a new row is added in the Microsoft Excel app, a purchase order is instantly created in the Zahara app. This automation makes the purchase order creation process faster and more efficient, leaving you more time to focus on other business-critical tasks.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create Purchase Order
Creates a new purchase order.
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
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- 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

New Approval Comment
Triggers when a new approval comment is added at a step.
Trigger
Polling
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- Document TypeRequired
Trigger
Polling
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New Invoice Set as Exported
Triggers when a new invoice is set as exported.
Trigger
Polling
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New Project
Triggers when a new project is created.
Trigger
Polling
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New Purchase Order Sent to Supplier
Triggers when a new purchase order is sent to supplier.
Trigger
Polling
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New Supplier
Triggers when a new supplier is created.
Trigger
Polling
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New Invoice PDF Created
Triggers when a PDF is added to invoice.
Trigger
Polling
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- Sender EmailRequired
- Recipient EmailRequired
- Attachment
- Date
Action
Write
- Supplier Reference NumberRequired
- Currency
- Division NameRequired
- OriginatorRequired
- Required DateRequired
- Line DescriptionRequired
- Tax CodeRequired
- Quantity
- Price
- Cost Code
- Nominal Code
- Project Code
- Discount
- Product Code
- Comments
- Description
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
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- 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
New Cost Code
Triggers when a new cost code is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Nominal Code
Triggers when a new nominal code is created.
Trigger
Polling
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New Purchase Order
Triggers when a new purchase order is created.
Trigger
Polling
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New Purchase Requsition
Triggers when a new purchase requsition is created.
Trigger
Polling
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New Tax Code
Triggers when a new tax code is created.
Trigger
Polling
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Supplier Amended
Triggers when an existing supplier is updated.
Trigger
Polling
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- Invoice NumberRequired
- Currency
- Supplier Reference NumberRequired
- Division NameRequired
- Purchase Order Number
- Invoice Date
- Due Date
- Comments
- Description
- Quantity
- Price
- Line DescriptionRequired
- Tax CodeRequired
- Tax Value
- Cost Code
- Nominal Code
- Project Code
- Discount
- Product Code
Action
Write
- NameRequired
- Reference NumberRequired
- Contact Name
- Email
- Telephone
- Postcode
- Address Lines
- Type
- Country CodeRequired
- IsActive
Action
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.

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