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Airtable + Plumsail Documents

Create and start Plumsail Documents processes for new or updated Airtable records

Keep your document processes streamlined and efficient with this automation workflow. Whenever there's a new or updated record in Airtable, it will trigger the Start Process action in Plumsail Documents, helping you stay organized and save time. This powerful connection ensures your documents are always up-to-date and generated based on the latest information in your Airtable records.

Keep your document processes streamlined and efficient with this automation workflow. Whenever there's a new or updated record in Airtable, it will trigger the Start Process action in Plumsail Documents, helping you stay organized and save time. This powerful connection ensures your documents are always up-to-date and generated based on the latest information in your Airtable records.

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

    Triggers when a record is created or updated.

    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
    • 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.
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About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

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