This automation scenario allows you to connect Formstack and Microsoft Excel
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Formstack and Microsoft Excel can also be integrated using automation tools other than zapier:
When this trigger fires in Formstack
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
Then this action happens in Microsoft Excel
Adds a new row to the end of a worksheet.
This guide contains information on how to set up an automatic workflow that allows to Copy new Formstack submissions into Excel rows.
Part I
First, we need to connect Formstack and Microsoft Excel to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Formstack to Zapier.
Give Zapier access to your Formstack account, using Formstack credentials.
Connect Microsoft Excel to Zapier.
Give Zapier access to your Microsoft Excel account, using Microsoft Excel credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Formstack
Choose the following trigger: New Submission (Legacy) (Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.).
Then set up an Action for Microsoft Excel
Choose this action: Add Row (Adds a new row to the end of a worksheet.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Formstack and Microsoft Excel.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Copy new Formstack submissions into Excel rows!
Triggers when a new row is added to a worksheet in a spreadsheet.
Triggers when a row is added or updated in a worksheet.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new row is added to a worksheet.
Triggers when a new worksheet is added to a spreadsheet.
Triggers when a new row is added to a table.
Creates a new form on your account.
Create form submission
Get form
Creates a submission for a form in FormStack.
Submits a form.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
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