Keep deal rows current

When a deal stage changes in Contractors Cloud, update its row in Microsoft Excel.

Try:

See all Contractors Cloud + Microsoft Excel integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Contractors Cloud Explore Contractors Cloud →

Triggers

New contact or lead

Fires when a new contact or lead is added to Contractors Cloud.

Contact updated

Fires when a field on a contact changes in Contractors Cloud.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Contractors Cloud.

Deal won

Fires when a deal is marked won in Contractors Cloud.

Actions

Create or update contact

Creates or updates a contact in Contractors Cloud.

Create deal

Creates a new deal in Contractors Cloud.

Update record stage

Moves a deal or record to a new stage in Contractors Cloud.

Log activity

Logs a call, email, or note against a record in Contractors Cloud.

Microsoft Excel Explore Microsoft Excel →

Triggers

New row

Fires when a row is added to a sheet in Microsoft Excel.

Row updated

Fires when a row or column changes in Microsoft Excel.

New sheet

Fires when a new spreadsheet or worksheet is created in Microsoft Excel.

Actions

Create row

Adds a new row to a sheet in Microsoft Excel.

Update row

Updates the values in an existing row in Microsoft Excel.

Look up a row

Finds a row by a column value in Microsoft Excel.

Log new deals in a sheet When a deal is created in Contractors Cloud, add a row in Microsoft Excel. See details

Create contacts from rows When a new row is added in Microsoft Excel, create a contact in Contractors Cloud. See details

See all Contractors Cloud + Microsoft Excel integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Keep deal rows current” between Contractors Cloud and Microsoft Excel?

Yes — describe it in the box above and Knit's Integrations Agent researches Contractors Cloud and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can CRM contacts sync to a sheet?

Yes. New or updated contacts and deals in Contractors Cloud can be added or updated as rows in Microsoft Excel.

Can rows create CRM records?

When a row is added in Microsoft Excel, Contractors Cloud can create the contact or deal, which suits event lists and imports.