How to Integrate Microsoft Excel with Formstack

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It is very easy to integrate Microsoft Excel with Formstack via Zapier. Here’s a short tutorial on how to do it:

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1. Head over to the left-side panel and tap 'Create'.
2. Select 'Zaps' from the list of options.
3. After that, tap 'Trigger' to start the integration process.
4. Search for 'Excel' and select it from the suggested results.
5. Next, choose your preferred 'Trigger Event'.
6. Tap 'Sign In' afterwards, then log into the Microsoft account you prefer to use.
7. Subsequently, click 'Continue'.
8. One by one, fill out the input fields with the required information.
9. Once done, tap 'Continue' to run your input and test the Trigger.
10. Click 'Continue' one more time to proceed further.
11. Following that, search for 'Formstack' and choose it as the Action app.
12. Next, click the drop-down menu and specify the 'Action Event' you prefer to use.
13. Tap 'Sign In' afterwards and then log into your active Formstack account.
14. Subsequently, click 'Authorize' to agree with the terms and grant the necessary permissions.
15. Provide all the information needed to set up the Action.
16. Once done, tap 'Continue' to publish and enable the integration.
17. After completing these steps, your Formstack account will be integrated with Microsoft Excel.