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Microsoft Excel + Formstack Documents

Microsoft Excel + Formstack Documents

Microsoft Excel + Formstack Documents integrations

Add new merged documents in Formstack Documents to Microsoft Excel as rows

Streamline your documentation and data management with this convenient workflow. Combined with Formstack Documents and Microsoft Excel, new merged documents in Formstack trigger this automation to swiftly add a row in your chosen Microsoft Excel sheet. This not only ensures your spreadsheets stay up-to-date with the latest documentation info but also saves you time and boosts efficiency.

  1. When this happens...
    New Merged Document
    New Merged Document
    New Merged DocumentTriggers when a merged/populated document is created.
  2. automatically do this!
    Add Row
    Add Row
    Add RowAdds a new row to the end of a worksheet.
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More things you can do with Formstack Documents and Microsoft Excel

Discover other triggers and actions you can use with Formstack Documents and Microsoft Excel

  • Formstack Documents triggers, actions, and search
    New Merged Document

    Triggers when a merged/populated document is created.

    Trigger
    Instant
    Try It
    • File
      Required
    Action
    Write
    • Document
      Required
    • Download File
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Output
      Required
    • File Name
    • File 1
      Required
    • File 2
    • File 3
    • File 4
    • File 5
    Action
    Write
    • Route
      Required
    • Download File
    Action
    Write
    • File
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
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