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Airtable + Docupilot

Create documents in Docupilot for new or updated records in Airtable

Keep your documents up-to-date with this seamless workflow between Airtable and Docupilot. Whenever a new or updated record is detected in Airtable, a document will be created in Docupilot with the relevant information. This automation saves you time and ensures your documents are always accurate and current with your Airtable data.

Keep your documents up-to-date with this seamless workflow between Airtable and Docupilot. Whenever a new or updated record is detected in Airtable, a document will be created in Docupilot with the relevant information. This automation saves you time and ensures your documents are always accurate and current with your Airtable data.

  1. When this happens...
    AirtableAirtable
    New or Updated Record

    Triggers when a record is created or updated.

    TriggerScheduled
  2. automatically do this!
    DocupilotDocupilot
    Create Document

    Creates a new document from a specified template.

    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
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    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
    • BaseRequired

    • TableRequired

    • Search by Field

    • Search Value

    • Search for Exact Match?

    • Search Formula

    • Limit to View

    • Include file contents?

    Action
    Search
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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.
Learn moreHelp

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  • Databases

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About Docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.

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