Connect Microsoft Excel and Paperform
Integrate Microsoft Excel with Paperform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Row in Microsoft-excel when Document Completed in Paperform
Create Spreadsheet in Microsoft-excel when Document Completed in Paperform
Update Row in Microsoft-excel when Document Completed in Paperform
Add Row To Table in Microsoft Excel when Document Completed in Paperform
Find Row in Microsoft-excel when Document Sent in Paperform
Popular Microsoft Excel + Paperform flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Excel
When this happens...
- Request a new Trigger for Microsoft Excel
Choose an action
Paperform
Automatically do this!
Update Form by ID
Form Details by ID
Find Partial-Submissions
Delete Partial submission by ID
Updates Sold Amount for Product
Find Product By SKU
Updates product by SKU
Update Product Quantity
Delete Product
Creates Coupon
Update Coupon
Delete Coupon
Creates Spaces
Updates Space
Copy Document
Cancel Document
Find Row in Microsoft-excel when Document Completed in Paperform
Use this flowCreate Spreadsheet in Microsoft-excel when Document Completed in Paperform
Use this flowUpdate Row in Microsoft-excel when Document Completed in Paperform
Use this flowAdd Row To Table in Microsoft Excel when Document Completed in Paperform
Use this flowFind Row in Microsoft-excel when Document Sent in Paperform
Use this flowCreate Spreadsheet in Microsoft-excel when Document Sent in Paperform
Use this flowUpdate Row in Microsoft-excel when Document Sent in Paperform
Use this flowAdd Row To Table in Microsoft Excel when Document Sent in Paperform
Use this flowFind Row in Microsoft-excel when Document Cancelled in Paperform
Use this flowCreate Spreadsheet in Microsoft-excel when Document Cancelled in Paperform
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Excel and Paperform.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Completed
Triggers when a new Document Completed for a form.
Document Sent
Triggered when a document is sent out for signing.
Document Cancelled
Triggered when a document is cancelled, meaning the signing process was terminated before completion.
Document Rejected
Triggered when a document is rejected by the signer.
Document Expired
Triggered when a document's signing period expires, and no action has been taken.
Signer Notified
Triggered when a signer is notified.
Do thisActions
Action is the task that follows automatically within your Microsoft Excel integrations.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Update Row
Update Row
Add Row To Table
Add a row to an Excel table
Update Form by ID
Update Form By ID
Form Details by ID
Get Form Details by ID
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Excel and Paperform workflows.
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About Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
Learn moreSimilar apps
About Paperform
Paperform is a powerful online tool that lets you easily create beautiful forms to do almost anything. Use it to collect information, sell products, take payments, or schedule appointments—all without needing to code.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Excel and Paperform accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Excel and Paperform as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Paperform. No coding required.
Yes. You can set up a workflow where Microsoft Excel triggers actions in Paperform, and a separate workflow where Paperform triggers actions in Microsoft Excel. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Excel and Paperform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Excel and Paperform integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
