Airtable + Plumsail Documents

Initiate processes in Plumsail Documents for new or updated Airtable records

Effortlessly streamline your document generation process with this Airtable and Plumsail Documents workflow. When a new or updated record is detected in Airtable, it will trigger the start of a document generation process in Plumsail Documents, ensuring the seamless creation and management of crucial business materials. Save valuable time and improve consistency by automating this essential task.

When this happens...
New or Updated Record
Triggers when a record is created or updated.
TriggerScheduled
automatically do this!
Start Process
Start the process and return generated document.
ActionWrite

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Supported triggers and actions

- BaseRequired
- TableRequired
- Limit to View
- Include file contents?
Trigger
Scheduled
Try It
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Lookup FieldRequired
- Secondary Lookup Field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
- Max Records
Action
Search

- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
- Max Records
Action
Search or write
- Process NameRequired
Trigger
Instant
Try It

- File nameRequired
- Password
- FilesRequired
Action
Write
- DOCX fileRequired
Action
Write
- Archive fileRequired
- Password
- Include Folders
Action
Write
- DataRequired
- Template fileRequired
- Output type
- Locale
- Timezone
Action
Write
- DataRequired
- Template fileRequired
- Password
Action
Write
- DataRequired
- Template fileRequired
- Output type
- Locale
- Timezone
Action
Write
- PDF fileRequired
- Password
Action
Write
- HTML fileRequired
- Margins
- Paper Size
- Orientation
Action
Write
- PDF fileRequired
- Image contentRequired
- Watermark position
- Opacity
- Watermark image width
- A new height for the image that will be using for watermark
- Auto scale
- X coordinate
- Y coordinate
- Start page
- End page
- Pages
- Password
- PDF owner password
Action
Write
- JSON file
- JSON data
- Mapppings
- Path to JSON array
- Locale
Action
Write
- FilesRequired
Action
Write
- PDF fileRequired
- Password
Action
Write
- PDF fileRequired
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF fileRequired
- Result Type
- Start Page
- End Page
- Password
Action
Write
- PPTX fileRequired
Action
Write
- FileRequired
- Enable printingRequired
- Enable modificationRequired
- Enable extract dataRequired
- Enable annotateRequired
- PDF owner password
- PDF user password
- Current password
Action
Write
- Regular expression patternRequired
- String to search for matchesRequired
- Replacement string
Action
Write
- Process NameRequired
Action
Write
- PDF fileRequired
- Text contentRequired
- Rotation
- Font
- Bold
- Italic
- Text Align
- Font Size
- Color
- Watermark position
- Opacity
- X coordinate
- Y coordinate
- Start page
- End page
- Password
- PDF owner password
Action
Write
- XLS fileRequired
Action
Write

- BaseRequired
- TableRequired
- Help Text
- Which timestamp field should this Zap use to check for updates?Required
- Limit to View
- Include file contents?
Trigger
Scheduled
Try It
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search or write
- PDF fileRequired
- Password
Action
Write
- CSV fileRequired
- Use first line as headers
- Delimiter
- Rows Count
- Mapppings
- Locale
Action
Write
- DOC fileRequired
Action
Write
- PDF fileRequired
- JSON dataRequired
- Lock form fields
- Password
Action
Write
- DataRequired
- Template fileRequired
Action
Write
- DataRequired
- Template fileRequired
- Locale
- Timezone
Action
Write
- DataRequired
- Template fileRequired
- Output type
- Locale
- Timezone
Action
Write
- Raw HTML
- HTML file
- Margins
- Size
- Orientation
- Decode HTML
Action
Write
- ImagesRequired
- Image Per Page
Action
Write
- JSON file
- JSON data
- Delimiter
- Path to JSON array
- Locale
Action
Write
- FilesRequired
- Apply header and footer
Action
Write
- Content of CSV documentRequired
- Delimiter
- Rows Count
- Use first line as headers
- Locale
Action
Write
- PDF fileRequired
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF fileRequired
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF fileRequired
- Overlay fileRequired
- Overlay layer
- Start page
- End page
- Pages
Action
Write
- PPT fileRequired
Action
Write
- Regular expression patternRequired
- String to search for matchesRequired
Action
Write
- Regular expression patternRequired
- String to search for matchesRequired
Action
Write
- PDF fileRequired
- Split typeRequired
- Filename Prefix
- Password
Action
Write
- XLSX fileRequired
Action
Write

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn more

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Databases

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About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more

Related categories

Documents

Related Zap Templates

Create documents in Plumsail Documents from new Airtable rows

Create and start Plumsail Documents processes for new or updated Airtable records

Create Plumsail Documents processes for new Airtable records

Airtable + Plumsail Documents

Initiate processes in Plumsail Documents for new or updated Airtable records

New Record

Create Record

Create or Update Record

Update Record

Find Many Records (With Line Item Support)

Find or Create Record(s) (With Line Item Support)

Process Finished

Create Archive

Convert DOCX to PDF

Extract From Archive

Generate Document From DOCX Template

Generate Document From Fillable PDF

Generate Document From PPTX Template

Get Form From PDF

Convert HTML to PDF

Add Image Watermark to PDF

Convert JSON to Excel File (XLSX)

Merge PDF

Get Information About PDF Protection

Convert PDF to JPEG Image

Convert PDF to Text

Convert PPTX to PDF

Protect PDF

Regexp Replace

Start Process

Add Text Watermark to PDF

Convert XLS to XLSX

New or Updated Record

Create Records (With Line Item Support)

Delete Record

API Request (Beta)

Find Record

Find or Create Record

Compress PDF

Convert CSV to Excel File (XLSX)

Convert DOC to DOCX

Fill in PDF Form

Fill Merge Fields in DOCX Document

Generate Document From HTML Template

Generate Document From XLSX Template

Convert HTML to DOCX

Convert Images to PDF

Convert JSON to CSV

Merge DOCX

Parse CSV

Convert PDF to BMP Image

Convert PDF to PNG Image

Add PDF Watermark to PDF

Convert PPT to PPTX

Regexp Match

Regexp Test

Split PDF

Convert XLSX to PDF

About Airtable

Related categories

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Quickbase

Zoho Creator

Smartsheet

About Plumsail Documents

Related categories

Related Zap Templates

Related Zap Templates