Microsoft Excel + SOS Inventory

Update rows in Microsoft Excel when new invoices are created in SOS Inventory

Manage your inventory data with ease using this workflow. When a new invoice is created in SOS Inventory, it initiates the process to update a specific row in Microsoft Excel. This eliminates manual data transfers between your inventory management and spreadsheet software, ensuring the information is always up-to-date and accurate. Bridge the gap between your key business tools and create a simpler, more streamlined process.

Manage your inventory data with ease using this workflow. When a new invoice is created in SOS Inventory, it initiates the process to update a specific row in Microsoft Excel. This eliminates manual data transfers between your inventory management and spreadsheet software, ensuring the information is always up-to-date and accurate. Bridge the gap between your key business tools and create a simpler, more streamlined process.

  1. When this happens...
    SOS InventorySOS Inventory
    New Invoice

    Triggers when a new invoice is created.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Update Row

    Updates a row in a specific worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Location

    Trigger
    Instant
    Try It
  • SOS Inventory triggers, actions, and search

    New Purchase Order

    Triggers when a new purchase order is created.

    Trigger
    Scheduled
    Try It
  • SOS Inventory triggers, actions, and search

    New Sales Order

    Triggers when a new sales order is created.

    Trigger
    Scheduled
    Try It
    • NameRequired

    • Email addressRequired

    • Website

    • Phone

    • Alternate phone number

    • Fax number

    • Company name

    • Billing line 1

    • Billing line 2

    • Billing line 3

    • Billing line 4

    • Billing line 5

    • Billing city

    • Billing state or province

    • Billing postal code

    • Billing country

    • Shipping line 1

    • Shipping line 2

    • Shipping line 3

    • Shipping line 4

    • Shipping line 5

    • Shipping city

    • Shipping state or province

    • Shipping postal code

    • Shipping country

    • Customer notes

    • Parent customer

    • Terms

    • Payment method

    Action
    Write
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

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sos-inventory logo
sos-inventory logo

About SOS Inventory

SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and integrates with QuickBooks online.
Learn more

Related categories

  • Sales & CRM