Microsoft Excel + Syncro
Create spreadsheets in Microsoft Excel for new invoices in Syncro
Streamline your invoicing process with this efficient workflow. Whenever a new invoice is created in Syncro, this automation will instantly generate a corresponding spreadsheet in Microsoft Excel. This seamless integration not only saves time but also ensures that all your invoice data is accurately recorded and easily accessible in your Excel spreadsheets. Manage your invoices effectively with this simple, yet powerful solution.
Streamline your invoicing process with this efficient workflow. Whenever a new invoice is created in Syncro, this automation will instantly generate a corresponding spreadsheet in Microsoft Excel. This seamless integration not only saves time but also ensures that all your invoice data is accurately recorded and easily accessible in your Excel spreadsheets. Manage your invoices effectively with this simple, yet powerful solution.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet
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New Customer
Triggers when you create a customer.
Try ItNew Payment
Triggers when a payment is made.
Try ItNew Ticket
Triggers when a Ticket is created.
Try ItTicket Status Changed
Triggers when a Ticket status is changed.
Try It
New Invoice
Triggers when a new invoice is created.
Try ItNew RMM Alert
Triggers when an RMM Alert is created.
Try ItTicket Resolved
Triggers when a Ticket is marked "Resolved".
Try ItAppointment SubjectRequired
Appointment Starts AtRequired
Appointment Ends AtRequired
Appointment Description
Appointment Location Type
Appointment Location
Ticket ID
Appointment Owner
Additional Attendees
All Day
Customer ID
