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Airtable + PandaDoc

Create PandaDoc attachments for new Airtable records

Save time and streamline your document creation process with this Airtable-PandaDoc integration. Whenever a new record is added in Airtable, this workflow automatically generates an attachment in PandaDoc using the provided information. Stay organized and ensure that your important files are always readily accessible, simplifying your documentation process.

Save time and streamline your document creation process with this Airtable-PandaDoc integration. Whenever a new record is added in Airtable, this workflow automatically generates an attachment in PandaDoc using the provided information. Stay organized and ensure that your important files are always readily accessible, simplifying your documentation process.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created or new or existing records when first added to a selected view.

    TriggerPolling
  2. automatically do this!
    PandaDocPandaDoc
    Create Attachment

    Create an attachment for a document.

    ActionWrite
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Supported triggers and actions

    • BaseRequired

    • TableRequired

    • Limit to View

    • Include attachment content

    Trigger
    Polling
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Help Text

    • Primary lookup fieldRequired

    • Secondary lookup field

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • Help Text

    • BaseRequired

    • TableRequired

    • Last modified time columnRequired

    • Limit to view

    • Include file contents?

    Trigger
    Polling
    Try It
    • Cache Copy

    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
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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.

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

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