Add a record to Microsoft Excel when a submission is received in 123FormBuilder
Add a record to Microsoft Excel when a submission is received in 123FormBuilder
Launch this workflow to connect
123FormBuilder &
Microsoft Excel
!
■Overview
Manually transferring information collected through web forms to a spreadsheet is not only time-consuming, but also prone to data entry errors and omissions. With this workflow, whenever a new submission is added to 123FormBuilder, a record is automatically added to a specified Microsoft Excel file. Automate the manual process of connecting 123FormBuilder with Microsoft Excel to streamline data management.
■Who Should Use This Template
- Those who use 123FormBuilder and Microsoft Excel regularly and want to reduce the burden of manually transferring data
- Those who manage and analyze customer information, survey results, and other data collected through forms in Microsoft Excel
- Those who are considering automating routine tasks by connecting 123FormBuilder with Microsoft Excel
■Benefits of Using This Template
- When a submission is added to 123FormBuilder, a record is automatically added to Microsoft Excel, reducing the time spent manually transferring data.
- Eliminating manual data transfers helps prevent human errors such as copy-and-paste mistakes and missed entries.
■Workflow
- First, connect 123FormBuilder and Microsoft Excel to Yoom.
- Next, select 123FormBuilder as the trigger and set the “New Submission” action.
- Finally, set Microsoft Excel’s “Add a record” action as the operation, and add the information retrieved from 123FormBuilder to any file or sheet.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
■Customization Options
- For the Microsoft Excel record-adding action, specify which file, sheet, and table to add the data to.
- You can customize the values added to each column by dynamically inserting values retrieved from 123FormBuilder form fields or entering any text as a fixed value.
■Notes
- Connect both 123FormBuilder and Microsoft Excel to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
- 123FormBuilder is available on the Mini plan and above. On the Free and Personal plans, operations and data connections in configured workflows will result in errors.
- Paid plans such as the Personal, Mini, Team, and Success plans include a two-week free trial. During the free trial, you can use apps that are otherwise restricted. For details, see the pricing plans page.
- Microsoft365 (formerly Office365) offers plans for home users and business users (Microsoft365 Business). Authentication may fail if you are not subscribed to a business plan.
- For details on configuring operations that manage Microsoft Excel databases, see “[Excel] Configuring Operations for Managing Databases.”
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About the apps you use
123FormBuilder
Yoom integrates with 123FormBuilder without code, allowing you to automatically sync data collected through forms across various systems. For example, you can forward form responses directly to Google Sheets, send notifications to Slack, or register customer information in marketing tools like Mailchimp and ActiveCampaign.
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No-Code API Actions
Executable API actions
Flowbot triggers
New Submission
Flowbot operations
Search Form
Get Form
List Form Submissions
Delete Form
Get Form Submission
Delete Form Submission
Get Worksheet Information
Get a Specific Cell Value
Get Range by Column
Get Range by Row
Add Worksheet
Rename Sheet
Get Table List
Add Table
Enter Formula in Cell
Enter Value in Cell
Get Item ID
Delete Sheet
Flowbot triggers
New Submission
Flowbot operations
Search FormGet FormList Form SubmissionsDelete FormGet Form SubmissionDelete Form Submission
Flowbot triggers
There is no action.
Flowbot operations
Get Worksheet InformationGet a Specific Cell ValueGet Range by ColumnGet Range by RowAdd WorksheetRename SheetGet Table ListAdd TableEnter Formula in CellEnter Value in CellGet Item IDDelete SheetSort a Specified Range in Ascending or Descending OrderUnprotect WorksheetGet Drive Item ID from Sharing URLCreate Excel SessionList SitesList Drives in SiteGet Worksheet Information (SharePoint)Get the Value of a Specific Cell (SharePoint)Get Range by Column (SharePoint)Get Range by Row (SharePoint)Add Worksheet (SharePoint)Rename Worksheet (SharePoint)Get Table List (SharePoint)Add Table (SharePoint)Set Formula in Cell (SharePoint)Set Value in Cell (SharePoint)Delete Sheet (SharePoint)Sort a Specified Range in Ascending or Descending Order (SharePoint)Unprotect Worksheet (SharePoint)Create Excel Session (SharePoint)Get Item ID (SharePoint)More inspiration for you
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