Avaza + Microsoft Excel
Automatically create Microsoft Excel spreadsheets from new Avaza project updates
Streamline your project management and data compilation efforts with this handy workflow. Whenever a new project is created in Avaza, a corresponding spreadsheet gets crafted in Microsoft Excel. This automation seamlessly merges project management and record keeping, saving time and reducing manual data input tasks. Enhance productivity by keeping your spreadsheets up to date with your latest Avaza projects.
Streamline your project management and data compilation efforts with this handy workflow. Whenever a new project is created in Avaza, a corresponding spreadsheet gets crafted in Microsoft Excel. This automation seamlessly merges project management and record keeping, saving time and reducing manual data input tasks. Enhance productivity by keeping your spreadsheets up to date with your latest Avaza projects.
- When this happens...New Project
Triggers when a new Project is created.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet
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Invoice Sent
Triggers when a new Invoice is sent.
Try ItNew Contact
Triggered when a new company contact is created.
Try ItNew Task
Triggers when a new Task is created.
Try ItProjectRequired
SectionRequired
Assigned To
TitleRequired
Description
Date Due UTC
Date Due
New Company
Triggers when a new contact Company is created.
Try ItNew Project
Triggers when a new Project is created.
Try ItProject TitleRequired
Company ID
Company Name
CurrencyCode
Project Notes
Company NameRequired
Contact EmailRequired
FirstnameRequired
LastnameRequired
Currency Code
Company Billing Address
Position Title
Mobile
Phone
Update Existing
