How to connect JobNimbus and Microsoft Excel
Create a New Scenario to Connect JobNimbus and Microsoft Excel
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a JobNimbus, triggered by another scenario, or executed manually (for testing purposes). In most cases, JobNimbus or Microsoft Excel will be your first step. To do this, click "Choose an app," find JobNimbus or Microsoft Excel, and select the appropriate trigger to start the scenario.

Add the JobNimbus Node
Select the JobNimbus node from the app selection panel on the right.

JobNimbus
Configure the JobNimbus
Click on the JobNimbus node to configure it. You can modify the JobNimbus URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Microsoft Excel Node
Next, click the plus (+) icon on the JobNimbus node, select Microsoft Excel from the list of available apps, and choose the action you need from the list of nodes within Microsoft Excel.

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Authenticate Microsoft Excel
Now, click the Microsoft Excel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Excel settings. Authentication allows you to use Microsoft Excel through Latenode.
Configure the JobNimbus and Microsoft Excel Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the JobNimbus and Microsoft Excel Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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Trigger on Webhook
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Webhook response

Save and Activate the Scenario
After configuring JobNimbus, Microsoft Excel, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the JobNimbus and Microsoft Excel integration works as expected. Depending on your setup, data should flow between JobNimbus and Microsoft Excel (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect JobNimbus and Microsoft Excel
JobNimbus + Microsoft Excel + Google Sheets: When a Job is updated in JobNimbus, the data is added as a new row in Microsoft Excel. Finally, that new row is added to a Google Sheet for wider team access and reporting.
Microsoft Excel + JobNimbus + Slack: When a new row is added to Microsoft Excel containing client information, a new contact is created in JobNimbus. The sales team is then notified in a Slack channel about the new contact.
JobNimbus and Microsoft Excel integration alternatives
About JobNimbus
Automate Instagram Business tasks within Latenode. Schedule posts, extract comments, and analyze metrics without manual effort. Integrate Instagram data with CRMs or spreadsheets. Latenode offers flexible logic and affordable scaling, so you can manage social media workflows alongside other business processes using AI tools or custom scripts.
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About Microsoft Excel
Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.
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FAQ JobNimbus and Microsoft Excel
How can I connect my JobNimbus account to Microsoft Excel using Latenode?
To connect your JobNimbus account to Microsoft Excel on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select JobNimbus and click on "Connect".
- Authenticate your JobNimbus and Microsoft Excel accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically backup JobNimbus contacts to Excel?
Yes, you can! Latenode lets you automate backups to Excel, ensuring data safety. Use our visual editor, add custom logic, and schedule backups without coding!
What types of tasks can I perform by integrating JobNimbus with Microsoft Excel?
Integrating JobNimbus with Microsoft Excel allows you to perform various tasks, including:
- Automatically creating Excel reports from JobNimbus financial data.
- Syncing new JobNimbus contacts to a master Excel customer list.
- Tracking job progress from JobNimbus in a dynamic Excel dashboard.
- Generating invoices in Excel based on JobNimbus project milestones.
- Analyzing sales performance data from JobNimbus using Excel charts.
Can I use JavaScript to transform data between JobNimbus and Excel?
Yes, Latenode allows you to use JavaScript code blocks to customize data transformations for seamless integration between JobNimbus and Excel.
Are there any limitations to the JobNimbus and Microsoft Excel integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Excel formulas may require custom JavaScript for accurate calculations.
- Very large datasets may experience performance limitations during initial synchronization.
- Real-time updates depend on the polling interval configured within Latenode workflows.