Elfsquad CPQ + Microsoft Excel

Add new Elfsquad CPQ quotations to a Microsoft Excel table as rows

Easily streamline your sales process with this seamless workflow. When a new quotation is created in Elfsquad CPQ, the details will be immediately added as a row to your chosen Microsoft Excel table. This efficient process ensures all your important client quotes are stored in one accessible place, saving you the hassle of manual data entry and enhancing your productivity.

When this happens...
New Quotation Created
Triggers when a quotation is created
TriggerInstant
automatically do this!
Add Row to Table
Adds a new row to the end of a specific table.
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
Try It
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
Try It
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.