Hi all,

I’m testing Zapier to connect GoCanvas (form builder app) and Excel online.  The goal is each time a submission is received it will create a new Excel file based on a pre-formatted template with unique file name.

So far I’ve successfully achieved creating a new Excel file and unique name, but I can’t figure out how to get any sort of auto formatting or template happening.  The template would have a job summary section at the top where it details client name, address etc which would populate from certain fields and then a table below where inventory items are listed, populating from other fields.

Is this something I can do with Zapier, or should I be looking to something like Power Automate in 365 to perform the formatting step?

Thanks in advance for reading!