Worksome integration with Microsoft Excel
How to Add Microsoft Excel rows for new Worksome invoices
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add Microsoft Excel rows for new Worksome invoices" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Worksome integrations
Worksome actions
Nekton can use any feature that is available in Worksome API.
Using our advanced AI, you can easily create custom automations for Worksome.
Here are some typical actions you can do in your automated workflows.
Create Job
Creates a new job.
New Contract Accepted by Worker
Triggers when a new contract is accepted by a worker.
New Job
Triggers when a new job is created.
New Invoice
Triggers when a new invoice is created.
New Trusted Contact
Triggers when a new trusted contact is added.
About Worksome
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