Update CustomerX financials when new rows are added in Microsoft Excel
Stay on top of your finances with this workflow. When a new row is added in Microsoft Excel, it updates your financial information in the CustomerX app instantly. It's a simple way to ensure continuous, up-to-date tracking of your financial data, saving you time and reducing the risk of human error.
Stay on top of your finances with this workflow. When a new row is added in Microsoft Excel, it updates your financial information in the CustomerX app instantly. It's a simple way to ensure continuous, up-to-date tracking of your financial data, saving you time and reducing the risk of human error.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Update Financials
Update a financials
- Free forever for core features
- 14 day trial for premium features & apps
Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id