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Jotform + Formstack Documents + Microsoft Excel Integrations

How to connect Jotform + Formstack Documents + Microsoft Excel

Zapier lets you send info between Jotform and Formstack Documents and Microsoft Excel automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Do even more with Jotform + Formstack Documents + Microsoft Excel

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Jotform, Formstack Documents, and Microsoft Excel. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Welcome

    Action
    Write
  • Formstack Documents triggers, actions, and search

    New Merged Document

    Triggers when a merged/populated document is created.

    Trigger
    Instant
    Try It

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How Jotform + Formstack Documents + Microsoft Excel Integrations Work

  1. Step 1: Authenticate Jotform, Formstack Documents, and Microsoft Excel.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn moreHelp

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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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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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