How to connect Microsoft Excel and Formsite
Create a New Scenario to Connect Microsoft Excel and Formsite
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 Formsite will be your first step. To do this, click "Choose an app," find Microsoft Excel or Formsite, 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 Formsite Node
Next, click the plus (+) icon on the Microsoft Excel node, select Formsite from the list of available apps, and choose the action you need from the list of nodes within Formsite.


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Authenticate Formsite
Now, click the Formsite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formsite settings. Authentication allows you to use Formsite through Latenode.
Configure the Microsoft Excel and Formsite 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 Formsite 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 Microsoft Excel, Formsite, 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 Formsite integration works as expected. Depending on your setup, data should flow between Microsoft Excel and Formsite (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 Formsite
Formsite + Google Sheets + Microsoft Excel: When a new form result is submitted in Formsite, the data is automatically added as a new row in both Google Sheets and Microsoft Excel for backup and analysis.
Formsite + Microsoft Excel + Microsoft Outlook: Upon a new form submission in Formsite, the form data is added as a new row in Microsoft Excel. Then, Microsoft Outlook sends an email with the Excel report as an attachment to stakeholders.
Microsoft Excel and Formsite 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 Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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See how Latenode works
FAQ Microsoft Excel and Formsite
How can I connect my Microsoft Excel account to Formsite using Latenode?
To connect your Microsoft Excel account to Formsite 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 Formsite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Excel with new Formsite submissions?
Yes, you can! Latenode's real-time triggers ensure that your Microsoft Excel sheets are updated instantly with each new Formsite submission. Automate data entry and save valuable time.
What types of tasks can I perform by integrating Microsoft Excel with Formsite?
Integrating Microsoft Excel with Formsite allows you to perform various tasks, including:
- Automatically backing up Formsite data to Microsoft Excel spreadsheets.
- Generating dynamic reports in Excel based on Formsite submission data.
- Using Formsite data to update inventory levels tracked in Microsoft Excel.
- Triggering personalized email campaigns based on Formsite responses.
- Creating custom dashboards in Excel to visualize Formsite analytics.
Can I use JavaScript to transform data between Microsoft Excel and Formsite?
Yes! Latenode allows you to use JavaScript code blocks to transform data, enabling complex data manipulations beyond simple field mapping.
Are there any limitations to the Microsoft Excel and Formsite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large Excel files might impact workflow execution speed.
- Formsite API limits may affect the frequency of data retrieval.
- Complex Excel formulas might require adjustments for optimal compatibility.