How to Integrate Microsoft Excel with Wufoo

Quick summary

This demo walks you through integrating Microsoft Excel with Wufoo via Zapier by building a Zap that links an Excel trigger to a Wufoo action. Once set up, data flowing into Excel can automatically drive actions in Wufoo without any manual effort.

Steps

1. Navigate to the left-side panel, then click Create.
2. Choose Zaps from the list of options.
3. Click Trigger to start the integration process.
4. Search for Excel and choose it from the suggested results.
5. Select your preferred Trigger Event.
6. Tap Sign In and log into your active Microsoft account.
7. Click Continue to proceed.
8. Fill out all input fields with the required information.
9. Tap Continue to run your input and test the Trigger.
10. Click Continue one more time to move to the Action setup.
11. Search for Wufoo and select it as the Action app.
12. Open the drop-down menu and specify your preferred Action Event.
13. Click Sign In to connect your Wufoo account.
14. Enter your Wufoo credentials into the respective input fields.
15. Tap Yes, Continue to Wufoo to authorize the connection.
16. Provide all information needed to set up the Action properly.
17. Tap Continue to publish and enable the integration.
18. Your Wufoo account is now integrated with Microsoft Excel.