It is very easy to integrate Microsoft Excel with Formstack via Zapier. Here’s a short tutorial on how to do it:
- Head over to the left-side panel and tap 'Create'.
- Select 'Zaps' from the list of options.
- After that, tap 'Trigger' to start the integration process.
- Search for 'Excel' and select it from the suggested results.
- Next, choose your preferred 'Trigger Event'.
- Tap 'Sign In' afterwards, then log into the Microsoft account you prefer to use.
- Subsequently, click 'Continue'.
- One by one, fill out the input fields with the required information.
- Once done, tap 'Continue' to run your input and test the Trigger.
- Click 'Continue' one more time to proceed further.
- Following that, search for 'Formstack' and choose it as the Action app.
- Next, click the drop-down menu and specify the 'Action Event' you prefer to use.
- Tap 'Sign In' afterwards and then log into your active Formstack account.
- Subsequently, click 'Authorize' to agree with the terms and grant the necessary permissions.
- Provide all the information needed to set up the Action.
- Once done, tap 'Continue' to publish and enable the integration.
- After completing these steps, your Formstack account will be integrated with Microsoft Excel.
