Microsoft Excel + webCRM + Delay by Zapier
Add new deliveries from webCRM as Excel spreadsheet rows
This automation adds new deliveries in webCRM to an online Excel sheet as rows. This is perfect if you wish to do more advanced data analysis of your sale orders, that only Excel can do.
This automation adds new deliveries in webCRM to an online Excel sheet as rows. This is perfect if you wish to do more advanced data analysis of your sale orders, that only Excel can do.
- When this happens...Delivery
Triggers when a delivery is created or updated.
- automatically do this...Delay After Queue
Waits for a set amount of time after the last delay in a given queue. Used to deal with race conditions and rate-limiting.
- then do this!Update Row
Updates a row in a specific worksheet.
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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 webCRM
webCRM helps your sales team with the daily workflow and overview.
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About Delay by Zapier
Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.