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Microsoft Excel + Proposify

Create new Proposify proposals from new Microsoft Excel worksheets

Create a proposal in Proposify each time a new worksheet is added in Microsoft Excel to enhance your workflow. This integration eliminates manual work, creating a seamless bridge between your data analysis and proposal generation. Enjoy the benefits of streamlined operations, time-saving procedures, and increased productivity.

Create a proposal in Proposify each time a new worksheet is added in Microsoft Excel to enhance your workflow. This integration eliminates manual work, creating a seamless bridge between your data analysis and proposal generation. Enjoy the benefits of streamlined operations, time-saving procedures, and increased productivity.

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

    Triggers when a new worksheet is added to a spreadsheet.

    TriggerPolling
  2. automatically do this!
    ProposifyProposify
    Create Proposal

    Creates a new proposal.

    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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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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Related categories

  • Microsoft
  • Spreadsheets

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About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
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Related categories

  • Proposal & Invoice Management