Microsoft Excel + Productive.io

Add new rows to Microsoft Excel when new deals are created in Productive.io

Streamline your workflow with this integration which will create a new row in your Microsoft Excel sheet every time there's a new deal in Productive.io. This automation saves you time from manually updating your Excel sheets, allowing you to focus more on managing your deals. Deal information from Productive.io is swiftly added to Excel, ensuring your data remains up-to-date and accurate.

When this happens...
New Deal
New deal created.
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

Booking Deleted
Triggers when Booking is deleted.
Trigger
Instant
Try It
Budget Deleted
Triggers when Budget is deleted.
Trigger
Instant
Try It
Contact Update
Triggers when Contact is updated.
Trigger
Instant
Try It
Deal Update
Triggers when Deal is updated.
Trigger
Instant
Try It
Expense Update
Triggers when Expense is updated.
Trigger
Instant
Try It

New Booking
New booking created.
Trigger
Instant
Try It
New Contact
New contact created.
Trigger
Instant
Try It

New Expense
Triggers when Expense is updated.
Trigger
Instant
Try It
New Project
New project created.
Trigger
Instant
Try It
Project Update
Triggers when project is updated.
Trigger
Instant
Try It
Task Update
Triggers when Task is updated.
Trigger
Instant
Try It
- NameRequired
- Due Days
- Default Currency
- Description
Action
Write
- NameRequired
- CompanyRequired
- CurrencyRequired
- ResponsibleRequired
- ProbabilityRequired
- Contact
- Document Type
- Deal StatusRequired
- Sales Status
- Number
- Deal Members
Action
Write
- TitleRequired
- ProjectRequired
- Task ListRequired
- Assignee
- Due Date
- Due Time
- Body
- Tags
Action
Write
- Company NameRequired
Action
Search
- EmailRequired
Action
Search
- 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

Booking Update
Triggers when Booking is updated.
Trigger
Instant
Try It
Budget Update
Triggers when budget is updated.
Trigger
Instant
Try It
Deal Deleted
Triggers when Deal is deleted.
Trigger
Instant
Try It
Expense Deleted
Triggers when Expense is deleted.
Trigger
Instant
Try It
Invoice Update
Triggers when Invoice is updated.
Trigger
Instant
Try It
New Budget
Triggers when new Budget is created.
Trigger
Instant
Try It
New Deal
New deal created.
Trigger
Instant
Try It
New Invoice
New invoice created.
Trigger
Instant
Try It
New Task
New task created.
Trigger
Instant
Try It
Task Deleted
Triggers when Task is deleted.
Trigger
Instant
Try It
- PersonRequired
- TypeRequired
- Start DateRequired
- End DateRequired
- TimeRequired
- Note
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- Job Title
- Company
Action
Write
- NameRequired
- CompanyRequired
- Project ManagerRequired
- WorkflowRequired
- AccessRequired
Action
Write
- NameRequired
- ProjectRequired
- Board
Action
Write
- EmailRequired
Action
Search
- Company NameRequired
- NameRequired
- Due Days
- Default Currency
- Description
Action
Search or 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

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.

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About Productive.io

Productive is a project management tool that includes everything you need to run a profitable agency.

Learn more

Related categories

Project Management

Related Zap Templates

Update rows in Microsoft Excel when deals are updated in Productive.io

Manage new Productive.io budgets by adding rows in Microsoft Excel

Microsoft Excel + Productive.io

Add new rows to Microsoft Excel when new deals are created in Productive.io

Booking Deleted

Budget Deleted

Contact Update

Deal Update

Expense Update

New Booking

New Contact

New Expense

New Project

Project Update

Task Update

Create Company

Create Deal

Create Task

Find Company

Find User

New Row

New Worksheet

Add Row

Add Row to Table

Update Row

Find Row(s)

Booking Update

Budget Update

Deal Deleted

Expense Deleted

Invoice Update

New Budget

New Deal

New Invoice

New Task

Task Deleted

Create Booking

Create Contact

Create Project

Create Task List

Find Contact

Find or Create Company

New Row in Table

Updated Row

Add Row(s)

Create Spreadsheet

Find Row

Find or Create Row

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

About Productive.io

Related categories

Related Zap Templates

Related Zap Templates