How do I create a Zap that when a new project is created in Albi it adds that information into a shared excel as a new row. The new row should include the project number, customer, status, and create dat
Question
How to create a Zap to integrate Albi with Excel for project tracking
+14- Zapier Orchestrator & Solution Partner
Hi
Try these Zap steps:
- Trigger: Albi - New Project
- Action: Excel - Add Row
+6- Zapier Solution Partner
Hey
Here are all the triggers/ actions for Albi in Zapier- https://zapier.com/apps/albi/integrations
Here are all the triggers/ actions for Excel in Zapier- https://zapier.com/apps/excel/integrations
You will have to dynamically map the trigger data of New project trigger to Add Row action. Here is a helpful article about dynamic mapping in Zapier- https://help.zapier.com/hc/en-us/articles/8496343026701-Send-data-between-steps-by-mapping-fields. Hope it helps!
+11- Community Manager
Hey there
How did you get on with the suggestions from Troy and Sparsh here? Were you able to get the desired workflow between Albi and Excel up and running?
Let us know if it was a success or if you ran into any issues. Happy to help out if you’re a bit stuck 🙂
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