Microsoft Excel + InsuranceXDate

Create new rows in Microsoft Excel when new company flags appear in InsuranceXDate

Keep track of new flags within your InsuranceXDate in an organized manner by automatically adding them into your Microsoft Excel spreadsheet. This workflow initiates when any new company flags occur in InsuranceXDate and promptly creates a new row in your chosen Excel sheet. This efficient process ensures you closely monitor all updates, helping you stay on top of important changes and maintain a detailed record without any manual intervention.

Keep track of new flags within your InsuranceXDate in an organized manner by automatically adding them into your Microsoft Excel spreadsheet. This workflow initiates when any new company flags occur in InsuranceXDate and promptly creates a new row in your chosen Excel sheet. This efficient process ensures you closely monitor all updates, helping you stay on top of important changes and maintain a detailed record without any manual intervention.

  1. When this happens...
    InsuranceXDateInsuranceXDate
    New Company Flags

    Triggers when a new company flag is created.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Save

    • Contacted

    • Quoting

    • Written

    • Nextyear

    • Followup

    • Appt

    Trigger
    Instant
    Try It
    • UidRequired

    Action
    Search
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • UidRequired

    Action
    Search
    • NameRequired

    • AddressRequired

    • StateRequired

    Action
    Search
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
excel logo
excel logo

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

  • Microsoft
  • Spreadsheets

Similar apps

OneDrive integrationsOneDrive integrations

OneDrive

File Management & Storage, Microsoft
Smartsheet integrationsSmartsheet integrations

Smartsheet

Spreadsheets
Quip integrationsQuip integrations

Quip

Documents
insurancexdate logo
insurancexdate logo

About InsuranceXDate

Insurance Xdate is where new business begins. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.

Related categories

  • Business Intelligence