Axonaut + Microsoft Excel

Create opportunities in Axonaut for new rows in Microsoft Excel tables

Boost efficiency in your sales process with this smart connection between Microsoft Excel and Axonaut. Whenever a new row appears in your Excel table, it immediately springs to life as a new opportunity in Axonaut. This promotes more efficient and accurate data transfers, sparing you from tedious manual entry, and keeps your Axonaut sales data current. Enjoy a streamlined workflow that leaves more time for closing sales and less room for clerical errors.

When this happens...
New Row in Table
Triggers when a new row is added to a table in a spreadsheet.
TriggerScheduled
automatically do this!
Create Opportunity
Creates an opportunity
ActionWrite

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Supported triggers and actions

What does this mean?

- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write

- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
New Axonaut User
Triggers when a new Axonaut user is created.
Trigger
Scheduled
Try It

New Company
Triggers when a new company is created.
Trigger
Scheduled
Try It
New Employee
Triggers when a new employee is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Product
Triggers when a new product is created.
Trigger
Scheduled
Try It
- Quotation statusRequired
Trigger
Scheduled
Try It
New Ticket
Triggers when a new support ticket is created.
Trigger
Scheduled
Try It
- Company IDRequired
- Employee firstname
- Employee lastname
- Employee email
- Employee phone number
- Employee cellphone number
- Employee job
- Employee custom fields
Action
Write
- Expense title
- supplier id
- Supplier thirdparty code
- Expense date
- Expense amount
- Tax rate
- Tax accounting code
- Tax amountRequired
Action
Write
- Invoice IdRequired
- Invoice NatureRequired
- Payment amountRequired
- Payment DateRequired
- Payment Reference
Action
Write
- Product nameRequired
- Product price
- Product tax rate
- Product type
- Product description
- Product internal ID
- Product code
- Product weight
- Product location
- Product stock
Action
Write
- Company IdRequired
- Quotation Online Payment
- Name
- Price
- Tax rate
- Quantity
- Description
- Id
- Internal Id
- Tips
Action
Write
- Ticket titleRequired
- Ticket description
- Ticket priority
- Ticket company ID
- Ticket project ID
- Ticket custom fields
Action
Write
- Product IdRequired
Action
Write
- Contract IDRequired
Action
Search
- Supplier IdRequired
Action
Search
- Employee email
- Employee phone
Action
Search

- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
New Closed Ticket
Triggers when a ticket is closed.
Trigger
Scheduled
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New Contract
Triggers when a new contract is created.
Trigger
Scheduled
Try It
New Expense
Triggers when a new expense is created.
Trigger
Scheduled
Try It
- Opportunities statusRequired
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Company nameRequired
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee emailRequired
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Write
- Event Date
- Event date timestamp
- Event contentRequired
- Event company ID
- Employee Email
- Event title
- Event duration
- Event nature
- Event status
- Event users
Action
Write
- Employee emailRequired
- Invoice Contract ID
- Allow Gocardless Payment
- Delivery Address Company Name
- Delivery Address Contact Name
- Delivery address Street
- Delivery address zip code
- Delivery address city
- Delivery address country
- NameRequired
- PriceRequired
- Tax rate
- QuantityRequired
- Description
- Id
- Internal Id
- Reference
- Unit job costing
- Tips
- Invoice reference
Action
Write
- Company ID
- Opportunity name
- Opportunity amountRequired
- Opportunity comment
- Opportunity pipeRequired
- Opportunity stepRequired
- Business manager emailRequired
- Opportunity probabilityRequired
- Opportunity custom fields
- Employee firstname
- Employee lastname
- Employee email
- Employee phone
- Employee cellphone
- Employee gender
Action
Write
- Company NameRequired
- Company Description
- Company Address street
- Company Address zip code
- Company Address city
- Company Address country
- Company Custom fields
- Company categories
- Company SIRET
- Company Intracommunity number
- Company Business Manager
Action
Write
- Supplier nameRequired
- Supplier Description
- Supplier Address street
- Supplier Address zip code
- Supplier Address city
- Supplier Address country
Action
Write
- Expense IDRequired
Action
Write
- Company idRequired
Action
Search
- Quotation IDRequired
Action
Search
- Company name
- Company Internal id
- Company type
- Company address city
- Company addresse zipcode
Action
Search
- Employee email
- Employee phone
- Company nameRequired
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee emailRequired
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Search or write

About Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Related categories

Similar apps

Related Zap Templates

Create invoices in Axonaut from new rows in Microsoft Excel

Add new Axonaut expenses to a Microsoft Excel table as rows

Axonaut + Microsoft Excel

Create opportunities in Axonaut for new rows in Microsoft Excel tables

New Row

New Worksheet

Add Row

Add Row to Table

Update Row

Find Row(s)

New Axonaut User

New Company

New Employee

New Invoice

New Product

New Quotation

New Ticket

Create Employee

Create Expense

Create Invoice Payment

Create Product

Create Quotation

Create Ticket

Find Product

Find Contract

Find Supplier

Search Employee

New Row in Table

Updated Row

Add Row(s)

Create Spreadsheet

Find Row

Find or Create Row

New Closed Ticket

New Contract

New Expense

New Opportunity

New Project

New Task

Create Company and Employee

Create Event

Create Invoice

Create Opportunity

Create Prospect

Create Supplier

Find Expense

Find Company

Find Quotation

Search Company

Find Employee or Create Company and Employee

About Axonaut

Related categories

Similar apps

Zapier Interfaces

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

Related Zap Templates

Related Zap Templates