Zapier: Automatically Create Excel Spreadsheet From a Form Submission

Zapier is an automation platform that connects over 3,000 web apps, allowing users to create custom workflows to automate repetitive tasks. It simplifies integration and automation processes without requiring coding skills, enhancing productivity and efficiency across multiple applications.

In this article, we will go over how to automatically create an Excel spreadsheet from Form submissions in Connecteam using Zapier integration.

For this automation, you will need the following items in Connecteam:

In the example below you can see how this should look in Connecteam:

💡Tip: Not sure how to create a form? Click here.

Before we begin, it's important to note that each connection/automation made through Zapier is known as a Zap. Every Zap consists of a trigger and one or more actions. A trigger is an event that starts a Zap, and an action is an event a Zap performs.

In our example, the new form submission in Connecteam serves as the trigger, with the action being your Excel spreadsheet automatically populated.

First, click on the trigger rectangle and select Connecteam. In the Setup tab, choose Trigger Event as "New Form Submission" and then connect your Connecteam account.

Note: The Zapier setup process follows three main steps: the Set Up tab, the Configure tab, and testing your Zap.

⚠️ Important: If this is your first time connecting to Zapier, you will be asked to enter your Zapier API key which can be acquired by clicking on your avatar at the top right > Settings > API & Integrations and then generating your Zapier API Key to copy into Zapier. Then, return to Zapier and in the configure step proceed with the rest.

Next, in the Configure tab, you'll need to select which Connecteam Form submissions you want to export to an Excel sheet. In the example, I selected the 'Bar Maintenance checklist'.

Then, click on the 'Test trigger' button. This will "pull" the record of your form submission. You need to make sure that the form submission you're pulling is the correct one you want to have in the Excel spreadsheet.

Then, choose what action event you want to take - in our case, 'Create a new spreadsheet', then select Continue.

In the configure tab select the form title - pull it out from the Connecteam data.

Next, pull the column headers you want for your Excel spreadsheet. This action will connect the Connecteam form to the Excel spreadsheet.

Please note: You will need to select the headers you want to transfer from the Connecteam form one by one by clicking on the plus button and selecting them.

The next and final step is to test the zap and publish it. Here you will see a summary of the action you just created. If everything looks correct, click on 'Test step.'

If everything works and no errors are returned, you will see a checkmark in the action section, you'll also see that a Timesheet row was sent to Connecteam verifying that things did work. Now, you can proceed to publish this automation by clicking on 'Publish.'

​Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.