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Microsoft 365 Excel
FreshBooks

Create FreshBooks clients from new rows in Microsoft 365 Excel

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Every time a new row in Microsoft 365 Excel is created, Make will create a FreshBooks client out of it. To make sure the scenario works fine check if your Worksheet corresponds to this (example)[https://dnu-my.sharepoint.com/:x:/g/personal/ivanov_d_donnu_edu_ua1/ES9VSWoPRF9Ku3JhmuiFXeMBcmgcFIFoqhbzHKM6KSCqdA?e=GjAldp].

Categories
Invoicing & Accounting
Spreadsheets

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Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Microsoft 365 Excel
Add a Table

Adds a new table.

Action
Microsoft 365 Excel
Add a Table Column

Adds a new table column.

Action
Microsoft 365 Excel
Add a Table Row

Adds a new table row.

Action
Microsoft 365 Excel
Add a Worksheet

Adds a new worksheet to a workbook.

Action
Microsoft 365 Excel
Add a Worksheet Row

Adds a new worksheet row.

Action
Microsoft 365 Excel
Add/Update a Table Row (Advanced)

Adds or updates a table row.

Action
Microsoft 365 Excel
Add/Update a Worksheet Row (Advanced)

Adds or Updates a worksheet row.

Action
FreshBooks
Create a Client

Creates a client.

Action
FreshBooks
Create a Service

Creates a service.

Action

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