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Airtable + PDFMonkey

Create new Airtable records from generated PDFMonkey documents

Effortlessly streamline your document generation and record-keeping processes with this automation. When a new document is generated in PDFMonkey, this workflow will create a new record in Airtable, ensuring your records are always up to date with the latest information. Say goodbye to manual data entry and save valuable time for more crucial tasks.

Effortlessly streamline your document generation and record-keeping processes with this automation. When a new document is generated in PDFMonkey, this workflow will create a new record in Airtable, ensuring your records are always up to date with the latest information. Say goodbye to manual data entry and save valuable time for more crucial tasks.

  1. When this happens...
    PDFMonkeyPDFMonkey
    Document Generated

    Triggers when a document's generation is complete and successful.

    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • WorkspaceRequired

    • Template(s)

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    • TemplateRequired

    • Use a custom JSON structureRequired

    • Add Line Items

    • Custom Filename

    • Meta Data

    Action
    Write
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • Document IDRequired

    Action
    Write
    • Document IDRequired

    Action
    Search
    • 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
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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 moreHelp

Related categories

  • Databases

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pdfmonkey logo

About PDFMonkey

PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.

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