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Quickly connect Microsoft Excel to pdfFiller with a Zapier template.

Our most popular template

Transform new Microsoft Excel rows into filled documents in pdfFiller
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Microsoft Excel + pdfFiller
Update rows in Microsoft Excel to create filled documents from templates in pdfFiller
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Microsoft Excel + pdfFiller
Create filled documents in pdfFiller from new rows in a Microsoft Excel table
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Microsoft Excel + pdfFiller
Create spreadsheets in Microsoft Excel from new documents in pdfFiller
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pdfFiller + Microsoft Excel

Transform new Microsoft Excel rows into filled documents in pdfFiller

Details

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Microsoft Excel + pdfFiller

Update rows in Microsoft Excel to create filled documents from templates in pdfFiller

Details

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Microsoft Excel + pdfFiller

Create filled documents in pdfFiller from new rows in a Microsoft Excel table

Details

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Microsoft Excel + pdfFiller

Create spreadsheets in Microsoft Excel from new documents in pdfFiller

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pdfFiller + Microsoft Excel

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Microsoft Excel with pdfFiller - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.

Add your action

An action happens after the trigger—such as "Create Filled Document From Template" in pdfFiller.

You’re connected!

Zapier seamlessly connects Microsoft Excel and pdfFiller, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
- Fill Request
  Required
- Download Filled Form
  Required
- Filled Form Name
Trigger
Instant
Try It
- Document type
  Required
- Folder
Trigger
Polling
Try It
- Document
  Required
- Access
- Status
- Name Required
- Email Required
- Enforce Required Fields
- Allow To Download
- Redirect URL
- Custom Message
- Notification Emails
- Additional Documents
Action
Write
- Document
  Required
- Expiration
Action
Write
- File
  Required
- Document Name
  Required
- Folder
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
- Base Document
  Required
- Download Filled Document
  Required
- Filled Document Name
Trigger
Instant
Try It
- Message
- Base Document
  Required
- Folder
  Required
- File Name
Action
Write
- Document
  Required
- Document Name
Action
Write
- Document
  Required
- Folder
  Required
Action
Write
- Message
- Document name
  Required
- Document type
  Required
- Folder
Action
Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Microsoft Excel and pdfFiller

Sync updated spreadsheets with PDF templates.

When a row is updated in an Excel spreadsheet, Zapier can create a corresponding filled document from a PDF template in pdfFiller. This ensures that every new or updated data entry is accurately transferred onto an existing template, reducing manual work and improving process efficiency.

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Log completed forms in Excel.

Whenever a new form is filled in pdfFiller, Zapier can automatically log the entry in an Excel spreadsheet. This automation helps track customer interactions or form responses, consolidating critical data for better marketing insights and campaign results.

Marketing & Marketing Ops

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Streamline document updates for projects.

Trigger an update in Excel every time a new project document is added to pdfFiller. Zapier ensures that your project teams are working with the most up-to-date documents, eliminating confusion caused by outdated data and improving workflow collaboration.

Project Management

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Learn how to automate Microsoft Excel on the Zapier blog

Make work flow with AI

Level up your Microsoft Excel to pdfFiller integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

Learn moreLearn moreHelpHelp

Related categories

Microsoft Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About pdfFiller

pdfFiller is an online PDF editor, form builder and eSignature solution that makes it fast, easy and secure to manage your documents on any computer or mobile device.

Learn moreLearn moreHelpHelp

Related categories

Documents

Connect Microsoft Excel to pdfFiller on the world's largest no-code automation platform

Explore Microsoft Excel + pdfFiller Integrations

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Connect Microsoft Excel and pdfFiller to unlock the power of automation

Set up your first integration

Transform new Microsoft Excel rows into filled documents in pdfFiller

Update rows in Microsoft Excel to create filled documents from templates in pdfFiller

Create filled documents in pdfFiller from new rows in a Microsoft Excel table

Create spreadsheets in Microsoft Excel from new documents in pdfFiller

Transform new Microsoft Excel rows into filled documents in pdfFiller

Update rows in Microsoft Excel to create filled documents from templates in pdfFiller

Create filled documents in pdfFiller from new rows in a Microsoft Excel table

Create spreadsheets in Microsoft Excel from new documents in pdfFiller

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Microsoft Excel and pdfFiller

Sync updated spreadsheets with PDF templates.

Log completed forms in Excel.

Streamline document updates for projects.

Learn how to automate Microsoft Excel on the Zapier blog

How to automatically copy rows between Excel spreadsheets

5 ways to automate Microsoft Excel

How to connect Google Sheets with Excel

Make work flow with AI

Connect Microsoft Excel to pdfFiller on the world's largest no-code automation platform

Explore Microsoft Excel + pdfFiller Integrations

Explore Microsoft Excel + pdfFiller Integrations