Microsoft Excel + ProWorkflow
Update ProWorkflow projects and add rows in Microsoft Excel
Stay organized and efficient with this ProWorkflow and Microsoft Excel workflow. When an update is made to a project in ProWorkflow, corresponding details are immediately recorded in a new row in your Microsoft Excel spreadsheet. This process reduces the burden of manual data entry, freeing up critical time, and ensures all project changes are documented in a single, convenient location.
Stay organized and efficient with this ProWorkflow and Microsoft Excel workflow. When an update is made to a project in ProWorkflow, corresponding details are immediately recorded in a new row in your Microsoft Excel spreadsheet. This process reduces the burden of manual data entry, freeing up critical time, and ensures all project changes are documented in a single, convenient location.
- When this happens...
Update ProjectTriggered when a Project is edited in ProWorkflow.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Add RowAdds a new row to the end of a worksheet.
ActionWriteCreate a new record or update an existing record in your app.
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Accept Project Request
Triggered when a Project Request is accepted in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed Task
Triggered when a Task is completed in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Company
Triggered when a Company is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact Location
Triggered when a Contact Location is edited in ProWorkflow. Please update the location of the contact connected to Zapier, to test.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Message
Triggered when a Message is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Request
Triggered when a Project Request is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Shared Note
Triggered when a Shared Note is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Time
Triggered when a Time is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggered when a Contact is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when an Invoice is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pending Company
Triggered when a Pending Company is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggered when a Project is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggered when a Quote is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggered when a Task is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Make Project Active
Triggered when a Project is reactivated in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Timer
Triggered when a Timer is started in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project IDRequired
LinkRequired
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag ID
NameRequired
TypeRequired
Address 1
Address 2
Address 3
API Fields
City
Country
Email
Facebook
Fax
LinkedIn URL
Phone
State
Twitter
Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
NameRequired
CostRequired
Date
Description
Taxable
Invoiced
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Category IDRequired
NameRequired
Contacts
API Fields
Complete Date
Description
Due Date
Order
Order Level
Priority
Start Date
Time Allocated
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Contact IDRequired
Invoice TitleRequired
Project ID
Invoice Number
Company Name
Contact Name
Due Date
Line Item Name
Line Item Quantity
Line Item Rate
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Terms
Invoiced Date
Mark Project as Invoiced
Show Cost Breakdown
Discount Description
Discount Value
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Number
Client Company IDRequired
Category ID
Manager ID
Priority
Start Date
Due Date
Internal Client Contact ID
Internal Client Group ID
API Fields
Autonumber Option ID
Client Access
Clients
Complete Date
Contractors
Custom Fields
Custom Form Content
Custom Form Title
Custom Status ID
Description
Email Alerts
Group ID
Invoice Total
Private Notes
Quote Total
Staff
Template ID
Time Allocated
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Line Item Name
Line Item Quantity
Line Item Rate
Line Item Description
Line Item Taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Shared Note TitleRequired
Shared Note ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project IDRequired
Contacts
Category ID
Template ID
Add Template Contacts
API Fields
Billable
Complete Date
Description
Due Date
Order
Order Level
Priority
Start Date
Time Allocated
Type
Service Name
Service Description
Service Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Bookmark IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Bookmark IDRequired
Title
Link
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Address 1
Address 2
Address 3
Allow Login
API Fields
City
Company ID
Country
Email
Facebook
Fax
First Name
Last Name
Linkedin
Mobile Phone
Password
State
Title
Twitter
Username
Workphone
Zipcode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Invoice Title
Invoice Number
Status
Company Name
Contact Name
Paid Date
Due Date
Address Line 1
Line Item Name
Line Item Quantity
Line Item Rate
Address Line 2
City
State
Zip Code
Country
Description
Invoiced Date
Project ID
Show Cost Breakdown
Discount Description
Discount Value
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Accounted For
API Fields
Category ID
Clients
Company ID
Complete Date
Contractors
Custom Form Content
Custom Form Title
Custom Status ID
Description
Due Date
Group ID
Internal Client Contact ID
Internal Client Group ID
Invoiced
Invoice Total
Manager ID
Number
Paid
Priority
Private Notes
Quote Total
Staff
Start Date
Time Allocated
Title
Custom Fields
Supress Hook
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Quote Title
Approved Date
Status
Contact Name
Quote Number
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Quoted By
Quoted Date
Show Cost Breakdown
Custom Field Value
Valid to Date
Client View
Discount Description
Discount Value
Project ID
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
API Fields
Billable
Category ID
Complete Date
Contacts
Description
Due Date
Name
Order
Order Level
Priority
Start Date
Time Allocated
Type
Service Name
Service Description
Service Rate
Suppress Hook
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContractor Name
Search Email
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Message Title
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Quote Title
Search Quote Number
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Task Name
Search Task Description
Project ID
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Company NameRequired
Company TypeRequired
Address Part 1
City
State
Zipcode
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContractor Name
Search Email
First NameRequired
Last NameRequired
Company IDRequired
Title
Address Line 1
Address Line 2
City
State
Zip Code
Country
Email
Mobile Phone
Work Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Project Title
Search Project Number
Search Project Description
Search Project Custom Form
TitleRequired
Project Number
Client Company IDRequired
Priority
Start Date
Due Date
Internal Client Contact ID
Internal Client Group ID
Autonumber Option ID
Client Access
Clients
Complete Date
Contractors
Custom Fields
Custom Form Content
Custom Form Title
Custom Status ID
Description
Email Alerts
Group ID
Private Notes
Quote Total
Staff
Template ID
Time Allocated
Category ID
Manager ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Name
Search Email
Company IDRequired
First NameRequired
Last NameRequired
Address Line 1
Address Line 2
City
State
Zip Code
Country
Allow Login
Username
Password
Role ID
Group ID
Email
Mobilephone
Workphone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStorage Source
Folder
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Complete Project
Triggered when a Project is completed in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Remove Project Request
Triggered when a Project Request is declined in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact
Triggered when a Contact is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Invoice
Triggered when an Invoice is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project
Triggered when a Project is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Quote
Triggered when a new Quote is added in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Task
Triggered when a Task is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggered when a Company is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File
Triggered when a File is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Message
Triggered when a Message is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pending Contact
Triggered when a Pending Contact is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Request
Triggered when a Project Request is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Shared Note
Triggers when a new Shared Note is added to a Project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time
Triggered when a Time is added to ProWorkflow. Please check that you have recorded at least one time record in the last 2 weeks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Make Task Active
Triggered when a Task is reactivated in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Finish Timer
Triggered when a Timer is stopped in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project IDRequired
Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
First NameRequired
Last NameRequired
TypeRequired
Address 1
Address 2
Address 3
Allow Login
API Fields
City
Country
Email
Facebook
Fax
Group ID
LinkedIn
Mobilephone
Password
Role ID
State
Tag ID
Title
Twitter
Username
Workphone
Zipcode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Contractor IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
NameRequired
Folder ID
Task ID
Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Line Item Name
Line Item Quantity
Line Item Rate
Line Item Description
Line Item Taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacts
Content
Original Message ID
Project ID
Task ID
Title
Files
Notifications
Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
API Fields
Budget
Contact ID
Custom Form Content
Custom Form Title
Description
Division ID
Due Date
Group ID
Start Date
Template ID
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Quote TitleRequired
Line Name
Line Item Quantity
Line Rate
Contact Name
Quote Number
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Quoted By
Quoted Date
Show Cost Breakdown
Custom Field Value
Valid to Date
Client View
Discount Description
Discount Value
Project ID
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Staff IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start TimeRequired
Task IDRequired
Time TrackedRequired
End Time
API Fields
Contact ID
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Address 1
Address 2
Address 3
API Fields
City
Code
Country
Email
Facebook
Fax
LinkedIn
Name
Phone
State
Twitter
Type
Zipcode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
AddressRequired
LatitudeRequired
LongitudeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message IDRequired
Contacts
Notifications
Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Request IDRequired
API Fields
Budget
Custom Form Content
Custom Form Title
Description
Due Date
Start Date
Title
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag IDRequired
Change Name ToRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Record IDRequired
API Fields
Contact ID
End Time
Notes
Start Time
Time Tracked
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Search Email
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Search Email
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Invoice Title
Search Invoice Number
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Project Title
Search Project Number
Search Project Description
Search Project Custom Form
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Name
Search Email
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Search Email
First NameRequired
Last NameRequired
Client Company IDRequired
Email
Mobile Phone Number
Work Phone Number
Address Line 1
City
State
Country
Zipcode
Allow Client Login?
Username
Password
View All Company Projects
View All Project Tasks
View Quotes and Invoices
View Time Information
View Calendar
View Archived Projects
View Timeline
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundName
Search Email
Company IDRequired
First NameRequired
Last NameRequired
TypeRequired
Allow Login
Username
Password
Role ID
Group ID
Tag ID
Facebook
LinkedIn
Twitter
Email
Title
Address Line 1
Address Line 2
Address Line 3
City
State
Zip Code
Country
Mobile Phone
Work Phone
API Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Invoice Title
Search Invoice Number
Company ID
Contact IDRequired
Invoice TitleRequired
Project ID
Invoice Number
Company Name
Contact Name
Due Date
Line Item Name
Line Item Quantity
Line Item Rate
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Terms
Invoiced Date
Mark Project as Invoiced
Show Cost Breakdown
Discount Description
Discount Value
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Quote Title
Search Quote Number
Contact IDRequired
Quote TitleRequired
Line Name
Line Item Quantity
Line Rate
Contact Name
Quote Number
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Quoted By
Quoted Date
Show Cost Breakdown
Custom Field Value
Valid to Date
Client View
Discount Description
Discount Value
Project ID
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Task Name
Search Task Description
Project IDRequired
NameRequired
Description
Contacts
Time Allocated
Service Name
Service Description
Service Rate
Start Date
Due Date
Complete Date
Type
Priority
Billable
Order
Order Level
Category ID
Template ID
Add Template Contacts
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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 ProWorkflow
Interact with Companies, Contacts, Projects, Tasks, Time, Quotes & Invoices. Take full control of integrating with ProWorkflow to build a better team.
