Popular Microsoft Excel + easybill Workflows
Create easybill contact for new Microsoft Excel row
Also, it's one less thing for you to have to remember to do manually. Win-win!
Create easybill task for new Microsoft Excel row
However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in easybill is to use this Microsoft Excel - easybill integration. Using this integration, you can create a new task in easybill that will be automatically populated with data from a new row in a Microsoft Excel.
This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
When Row is created in Microsoft Excel > Check any condition > Create contact in easybill
When Row is created in Microsoft Excel > Check any condition > Create Customer in easybill
When Row is created in Microsoft Excel > Check any condition > Create customer group in easybill
When Document is updated in easybill > Search row using column and value in Microsoft Excel > Check any condition > Update row in Microsoft Excel
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Excel is the best tool to make your calculations and data analysis easier. It is a powerful tool that provides you with the ability to manipulate and analyze large sets of data via simple functions and formulas.
See Microsoft Excel Integrationseasybill is an invoicing solution with an intuitive interface, legal compliance, and customizable templates. It helps you manage orders, automate recurring invoices, and stay organized with project and task management.
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