Create documents in Documentero from new records in Airtable
Elevate your record management and document generation with this workflow. When you add a new record in Airtable, Documentero receives the information and instantly crafts a corresponding document. With this streamlined process, you eliminate the risk of lost data, save valuable time, and maintain an organized and efficient record system.
Elevate your record management and document generation with this workflow. When you add a new record in Airtable, Documentero receives the information and instantly crafts a corresponding document. With this streamlined process, you eliminate the risk of lost data, save valuable time, and maintain an organized and efficient record system.
- When this happens...New Record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
- automatically do this!Generate Document
Generate Word or PDF Document based on Document Template
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BaseRequired
TableRequired
Limit to View
Include file contents?
Try ItBaseRequired
TableRequired
BaseRequired
TableRequired
Lookup FieldRequired
Secondary Lookup Field
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
BaseRequired
TableRequired
Help Text
Which timestamp field should this Zap use to check for updates?Required
Limit to View
Include file contents?
Try ItCache Copy
BaseRequired
TableRequired
BaseRequired
TableRequired
RecordRequired
BaseRequired
TableRequired
Search by Field
Search Value
Search for Exact Match?
Search Formula
Limit to View
Include file contents?