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How to connect Fillout and Microsoft Excel
Create a New Scenario to Connect Fillout and Microsoft Excel
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Fillout, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fillout or Microsoft Excel will be your first step. To do this, click "Choose an app," find Fillout or Microsoft Excel, and select the appropriate trigger to start the scenario.
Add the Fillout Node
Select the Fillout node from the app selection panel on the right.
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Add the Microsoft Excel Node
Next, click the plus (+) icon on the Fillout node, select Microsoft Excel from the list of available apps, and choose the action you need from the list of nodes within Microsoft Excel.
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Authenticate Microsoft Excel
Now, click the Microsoft Excel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Excel settings. Authentication allows you to use Microsoft Excel through Latenode.
Configure the Fillout and Microsoft Excel Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Fillout and Microsoft Excel Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Fillout, Microsoft Excel, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Fillout and Microsoft Excel integration works as expected. Depending on your setup, data should flow between Fillout and Microsoft Excel (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Fillout and Microsoft Excel
Fillout + Microsoft Excel + Slack: When a new submission is received in Fillout, the data is added as a new row in a Microsoft Excel table, and a notification is sent to a Slack channel.
Fillout + Microsoft Excel + Google Sheets: Summarize new Fillout submissions by adding them to an Excel table, then copying the summarized data as a new row to a Google Sheet for consolidated tracking.
Fillout and Microsoft Excel integration alternatives
About Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
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About Microsoft Excel
Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.
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FAQ Fillout and Microsoft Excel
How can I connect my Fillout account to Microsoft Excel using Latenode?
To connect your Fillout account to Microsoft Excel on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fillout and click on "Connect".
- Authenticate your Fillout and Microsoft Excel accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Excel with new Fillout submissions?
Yes, you can! Latenode allows real-time Excel updates using Fillout data. Benefit from instant data insights and reduce manual entry with our no-code automation.
What types of tasks can I perform by integrating Fillout with Microsoft Excel?
Integrating Fillout with Microsoft Excel allows you to perform various tasks, including:
- Automatically adding new Fillout submissions to a Microsoft Excel spreadsheet.
- Updating existing Microsoft Excel rows with new data from Fillout forms.
- Triggering email notifications based on data in Fillout and Microsoft Excel.
- Creating reports and charts in Microsoft Excel from Fillout form data.
- Storing and backing up Fillout responses directly within Microsoft Excel.
How secure is Fillout data transfer to Microsoft Excel on Latenode?
Latenode uses secure, encrypted connections to ensure your Fillout data is safely transferred to Microsoft Excel, protecting your sensitive information.
Are there any limitations to the Fillout and Microsoft Excel integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large data volumes may require optimized workflows for efficient processing.
- Complex Microsoft Excel formulas might need adjustments for automation.
- Real-time updates depend on the availability of both Fillout and Microsoft Excel APIs.
