Formstack
Microsoft Excel
zapier

An automated workflow using zapier

Connects Formstack + Microsoft Excel

Copy new Formstack submissions into Excel rows

About this workflow template

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.

Formstack and Microsoft Excel can also be integrated using automation tools other than zapier:

Diagram

Copy new Formstack submissions into Excel rows
Workflow diagram: Formstack + Microsoft Excel integration

How it works?

When this trigger fires in Formstack

Formstack

New Submission (Legacy) 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

Microsoft Excel

Add Row in Microsoft Excel

Adds a new row to the end of a worksheet.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Copy new Formstack submissions into Excel rows.

Part I

Configure Applications

First, we need to connect Formstack and Microsoft Excel to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Formstack to Zapier.

    Connect Formstack to Zapier.

    Give Zapier access to your Formstack account, using Formstack credentials.

  • Connect Microsoft Excel to Zapier.

    Connect Microsoft Excel to Zapier.

    Give Zapier access to your Microsoft Excel account, using Microsoft Excel credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Formstack

    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

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • Microsoft Excel

    New row

    Triggers when a new row is added to a worksheet in a spreadsheet.

    zapierautomateio
    triggerbyzapierautomateio
  • Microsoft Excel

    Updated row

    Triggers when a row is added or updated in a worksheet.

    zapier
    triggerbyzapier
  • Microsoft Excel

    New row in table

    Triggers when a new row is added to a table in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Microsoft Excel

    Watch worksheet rows

    Triggers when a new row is added to a worksheet.

    integromat
    triggerbyintegromat
  • Microsoft Excel

    New worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Microsoft Excel

    Watch table rows

    Triggers when a new row is added to a table.

    integromat
    triggerbyintegromat
  • Formstack

    Create form

    Creates a new form on your account.

    pabbly-connectpipedream
    actionbypabbly-connectpipedream
  • Formstack

    Create form submission

    Create form submission

    pipedreamzapier
    actionbypipedreamzapier
  • Formstack

    Get form

    Get form

    pipedream
    actionbypipedream
  • Formstack

    Create submission (legacy)

    Creates a submission for a form in FormStack.

    zapier
    actionbyzapier
  • Formstack

    Submit a form

    Submits a form.

    integromat
    actionbyintegromat
  • Formstack

    Api request (beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    zapier
    actionbyzapier

Apps you need

Formstack

Formstack

Form Builders

A platform to build forms and documents and automate workflows to connect with other apps

Microsoft Excel

Microsoft Excel

Spreadsheets

A spreadsheet tool for data management and analysis

Microsoft Excel is the industry standard for spreadsheet applications that enables data analysis, organization, and collaboration among multiple stakeholders in real-time.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.