Filevine + Formstack + Microsoft Excel Integrations
How to connect Filevine + Formstack + Microsoft Excel
Zapier lets you send info between Filevine and Formstack and Microsoft Excel automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
Choose a Trigger
Start here
Start here
Choose an Action
Choose an Action
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Do even more with Filevine + Formstack + Microsoft Excel
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Filevine, Formstack, and Microsoft Excel. And don’t forget that you can add more apps and actions to create complex workflows.
EventRequired
Load additional data?
Try ItFirst NameRequired
Last Name
Phone Numbers
Email Addresses
Address line 1
Address line 2
City
State
Zip code
Label
Contact TypesRequired
ProjectRequired
Project TypeRequired
Project TypeRequired
Project NameRequired
ContactRequired
Incident Date
ProjectRequired
Project TypeRequired
CollectionRequired
ProjectRequired
Project TypeRequired
ProjectRequired
Project TypeRequired
ProjectRequired
Project TypeRequired
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How Filevine + Formstack + Microsoft Excel Integrations Work
- Step 1: Authenticate Filevine, Formstack, and Microsoft Excel.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Filevine
Filevine is a modern case management system for law firms.
Related categories
About Formstack
Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Related categories
About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
