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Airtable + SignWell

Create documents from templates in SignWell for new records in Airtable

Simplify your document creation process with this Airtable to SignWell workflow. When a new record is added in Airtable, a corresponding document will be instantly generated from a template in SignWell. This seamless process saves time and ensures that all your documents are updated and ready for signatures. Perfect for businesses aiming to enhance their productivity in document management.

Simplify your document creation process with this Airtable to SignWell workflow. When a new record is added in Airtable, a corresponding document will be instantly generated from a template in SignWell. This seamless process saves time and ensures that all your documents are updated and ready for signatures. Perfect for businesses aiming to enhance their productivity in document management.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.

    TriggerScheduled
  2. automatically do this!
    SignWellSignWell
    Create Document From Template

    Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.

    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 SignWell

SignWell is an electronic signature tool for legally binding e-signatures and faster document signing.

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