Elfsquad CPQ + Microsoft Excel

Add rows to Microsoft Excel for new verified quotations in Elfsquad CPQ

Efficiently manage verified quotations in your Elfsquad CPQ by integrating it with Microsoft Excel. This workflow triggers when a new quotation is verified in Elfsquad and automatically adds a row to your Excel spreadsheet, streamlining your data organization process. Save time and ensure accurate record-keeping as you enhance your product quotation management.

When this happens...
New Quotation Verified
Triggers when a quotation is verified
TriggerInstant
automatically do this!
Add Row
Adds a new row to the end of a worksheet.
ActionWrite

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Supported triggers and actions

What does this mean?

Configuration Model Published
Triggers when a configuration model is published
Trigger
Instant
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New Quotation Created
Triggers when a quotation is created
Trigger
Instant
Try It
New Quotation Requested
Triggers when a quotation is requested
Trigger
Instant
Try It
New Quotation Verified
Triggers when a quotation is verified
Trigger
Instant
Try It
- EntityRequired
- IdentifierRequired
Action
Write

- EntityRequired
- Top
- Skip
- order
- Filter
- Select
- Expand
- Include count
Action
Write
- EntityRequired
- IdentifierRequired
Action
Write

- 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

Configuration Added to Quotation
Triggers when configuration is added to a quotation
Trigger
Instant
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New Quotation Pending
Triggers when a quotation is pending
Trigger
Instant
Try It
New Quotation Submitted
Triggers when a quotation is submitted
Trigger
Instant
Try It
- Entity
Action
Write
- Function NameRequired
Action
Write
- Entity
- IdentifierRequired
Action
Write
- 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

About Elfsquad CPQ

Integrate your existing workflow with the Elfsquad Product Configurator.

Related categories

Developer Tools

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.