ConvertPro Microsoft Excel Integration with Bit Flows

Create a New Workflow in Bit Flows

Go to:

Bit Flows → Create Workflow → Add Trigger

Select:

Trigger App

ConvertPro

Trigger Event

Form Submission

Description:

This trigger starts the workflow whenever the Form Submission event occurs in ConvertPro.

Connect Your ConvertPro

Select the ConvertPro source you want to automate and complete the connection settings required for the chosen trigger event.

Configure:

• The available source or event settings
• The incoming data provided by the trigger
• Any required connection information

The available options and data depend on the selected platform and trigger event.

Add Microsoft Excel as an Action

Click:

Add Action → Microsoft Excel

Select an Action Event:

• Create Table When “Form Submission” occurs in ConvertPro, use the submitted data to run “Create Table” in Microsoft Excel.
• Delete Table When “Form Submission” occurs in ConvertPro, use the submitted data to run “Delete Table” in Microsoft Excel.
• Get All Worksheets When “Form Submission” occurs in ConvertPro, use the submitted data to run “Get All Worksheets” in Microsoft Excel.

Description:

This action sends data from ConvertPro to Microsoft Excel and performs the selected supported operation automatically.

Map ConvertPro Data with Microsoft Excel Inputs

Map the available data from ConvertPro to the compatible inputs provided by the selected Microsoft Excel action.

The exact values and inputs depend on the selected trigger and action events, so only map data exposed by those events.

Test and Activate Workflow

Run the Form Submission trigger and verify the selected Microsoft Excel actions:

• Confirm that Create Table completes successfully and processes the mapped data in Microsoft Excel.
• Confirm that Delete Table completes successfully and processes the mapped data in Microsoft Excel.
• Confirm that Get All Worksheets completes successfully and processes the mapped data in Microsoft Excel.

Then activate your workflow.