Urbanise FM Microsoft Excel

Create tasks from rows

When a new row is added in Microsoft Excel, create a task in Urbanise FM.

Try:

See all Urbanise FM + Microsoft Excel integrations or talk to a human

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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.

Urbanise FM Explore Urbanise FM →

Triggers
New task created

Fires when a new task, job or item is created in Urbanise FM.

Task completed

Fires when a task in Urbanise FM is marked complete.

Due date approaching

Fires when a task's due date in Urbanise FM is coming up.

Status changed

Fires when a task, job or project changes status in Urbanise FM.

Actions
Create task

Creates a new task, job or item in Urbanise FM.

Update task

Updates a task's status or assignee in Urbanise FM.

Add comment

Posts a comment on a task in Urbanise FM.

Assign task

Assigns a task in Urbanise FM to a team member.

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 completed tasks When a task is completed in Urbanise FM, update the row in Microsoft Excel. See details
Track new projects When a project is created in Urbanise FM, add a row to Microsoft Excel. See details

See all Urbanise FM + Microsoft Excel integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create tasks from rows” between Urbanise FM and Microsoft Excel?

Yes — describe it in the box above and Knit's Integrations Agent researches Urbanise FM 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 rows create tasks?

Yes. When a row is added in Microsoft Excel, Urbanise FM can create a task with its details.

Can tasks be reported in a sheet?

New or completed tasks in Urbanise FM can be added or updated as rows in Microsoft Excel.

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