Databases & spreadsheets
Read and write workbook rows, and react when new rows land.
Overview
The Softr Microsoft Excel integration lets your workflows read from and write to Excel workbooks stored in your Microsoft 365 account. Add rows when users submit forms, look up data to use in later steps, update rows when statuses change, and clean out stale entries — and start workflows the moment a new row lands in a sheet.
Excel fits naturally into Softr apps wherever your team already works in spreadsheets: request trackers, signup logs, lightweight CRMs, budget sheets, and reports that other departments maintain. Softr keeps the workbook and your app in sync without anyone copying data by hand.
Available triggers
- Row addedStarts a workflow when a new row appears in the worksheet you choose — so entries added directly in Excel can drive actions in Softr and beyond.
Available actions
- Add rowAppend a new row to a worksheet whenever a user submits a form, signs up, or triggers a workflow in your Softr app.
- Find rowLook up a single row by a matching value to use its data in the next workflow step.
- Find multiple rowsRetrieve several matching rows at once to power lists, reports, and bulk follow-up steps.
- Update rowFind a row by a matching value and update its fields when a record changes or a status moves forward.
- Update multiple rowsApply the same update across all matching rows in one step — ideal for bulk status changes.
- Delete rowRemove a single row when a request is resolved, a user cancels, or stale data needs to go.
- Delete multiple rowsClear out all matching rows at once to keep your workbook tidy after bulk actions or scheduled clean-ups.
Example use cases
Usecase
Description
- Form submissions to a workbookCapture every Softr form entry — leads, applications, requests — as a new row in an Excel worksheet.
- React to rows added in ExcelWhen a teammate adds a row to a shared workbook, kick off a Softr workflow — notify, create records, or follow up.
- Member portal backed by ExcelKeep a client or member list in Excel and update the matching row whenever users edit their details in your app.
- Status trackingWhen a record moves forward in your Softr admin dashboard, update the corresponding row so reports stay current.
- Scheduled clean-upsRun a recurring workflow that finds and deletes expired or resolved rows to keep the sheet lean.
Key benefits
- Your workbook as a backend: Use the Excel files your team already maintains to power dynamic Softr apps — no migration needed.
- Two-way flow: Write app activity into Excel and react in Softr when rows are added on the spreadsheet side.
- No more copy-paste: Form submissions, sign-ups, and record changes land in the right worksheet automatically.
- Bulk-friendly: Update or clean up many rows in one step to keep large sheets manageable without manual work.
