How to Integrate Microsoft Excel with Formstack

Quick summary

This tutorial shows you how to integrate Microsoft Excel with Formstack by building a Zap in Zapier that automatically passes data between the two apps. Once set up, the integration lets Excel trigger actions in Formstack without any manual data entry.

Steps

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