How to connect Microsoft Excel and Formaloo
Create a New Scenario to Connect Microsoft Excel and Formaloo
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 Microsoft Excel, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Excel or Formaloo will be your first step. To do this, click "Choose an app," find Microsoft Excel or Formaloo, and select the appropriate trigger to start the scenario.

Add the Microsoft Excel Node
Select the Microsoft Excel node from the app selection panel on the right.


Microsoft Excel

Configure the Microsoft Excel
Click on the Microsoft Excel node to configure it. You can modify the Microsoft Excel URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Formaloo Node
Next, click the plus (+) icon on the Microsoft Excel node, select Formaloo from the list of available apps, and choose the action you need from the list of nodes within Formaloo.


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Authenticate Formaloo
Now, click the Formaloo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formaloo settings. Authentication allows you to use Formaloo through Latenode.
Configure the Microsoft Excel and Formaloo 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 Microsoft Excel and Formaloo 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Microsoft Excel, Formaloo, 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 Microsoft Excel and Formaloo integration works as expected. Depending on your setup, data should flow between Microsoft Excel and Formaloo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Microsoft Excel and Formaloo
Formaloo + Microsoft Excel + Slack: When a new row is added to a Formaloo form, the data is also added as a new row in a specified Excel table. After the Excel row is created, a notification is sent to a Slack channel.
Formaloo + Microsoft Excel + Google Sheets: When a new row is added to a Formaloo form, the data is added as a new row in both a Microsoft Excel table and a Google Sheet. This provides data redundancy across platforms.
Microsoft Excel and Formaloo integration alternatives

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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About Formaloo
Use Formaloo in Latenode to build forms and surveys, then automate follow-up tasks. Capture data via Formaloo and trigger workflows to update databases, send personalized emails, or create support tickets. Automate form-based data entry, reducing manual work. Using Latenode adds logic, integrations, and scheduling that Formaloo alone can't handle.
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See how Latenode works
FAQ Microsoft Excel and Formaloo
How can I connect my Microsoft Excel account to Formaloo using Latenode?
To connect your Microsoft Excel account to Formaloo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft Excel and click on "Connect".
- Authenticate your Microsoft Excel and Formaloo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead capture from Formaloo to Excel?
Yes, you can! Latenode's visual editor makes it easy to automatically send new Formaloo entries to Excel for analysis and reporting. Scale easily from basic automation to complex workflows.
What types of tasks can I perform by integrating Microsoft Excel with Formaloo?
Integrating Microsoft Excel with Formaloo allows you to perform various tasks, including:
- Automatically creating new Excel rows from Formaloo submissions.
- Updating Formaloo fields based on data changes in Microsoft Excel.
- Generating reports in Excel using Formaloo data analytics.
- Triggering Formaloo actions based on Excel spreadsheet updates.
- Synchronizing customer contact details between both platforms.
How secure is connecting Microsoft Excel to Latenode?
Latenode uses secure protocols to protect your Microsoft Excel data. Granular permissions ensure controlled access and data privacy within your workflows.
Are there any limitations to the Microsoft Excel and Formaloo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large Excel files may impact workflow speed.
- Complex Excel formulas might require adjustments for compatibility.
- Real-time data synchronization depends on the chosen polling interval.