Airtable + Plumsail Documents

Create Plumsail Documents processes for new Airtable records

Create documents with ease whenever new records are added in Airtable by connecting it to Plumsail Documents. With this workflow, each time a new record appears in Airtable, a customized document will be generated in Plumsail Documents, saving you time and ensuring a consistent format for all your needed files. Stay organized and streamline your document creation process with this helpful automation.

Create documents with ease whenever new records are added in Airtable by connecting it to Plumsail Documents. With this workflow, each time a new record appears in Airtable, a customized document will be generated in Plumsail Documents, saving you time and ensuring a consistent format for all your needed files. Stay organized and streamline your document creation process with this helpful automation.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.

    TriggerScheduled
  2. automatically do this!
    Plumsail DocumentsPlumsail Documents
    Start Process

    Start the process and return generated document.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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

    • 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
airtable logo
airtable logo

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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plumsail-documents logo

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