Airtable + SignWell

Generate SignWell documents from templates whenever new or updated records appear in Airtable

Elevate your productivity by linking Airtable with SignWell. Once a new or updated record appears in Airtable, a document is swiftly crafted from a template in SignWell. This seamless workflow eliminates tedious manual operations, paving the way for a more efficient document creation process. With this setup, you not only save time but also optimize your work processes.

When this happens...
New or Updated Record
Triggers when a record is created or updated.
TriggerScheduled
automatically do this!
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

- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Scheduled
Try It
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to view
- Include attachment content
- Max records
Action
Search

- BaseRequired
- TableRequired
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to view
- Include attachment content
- Max records
Action
Search or write
- Template
Trigger
Instant
Try It

- Template
Trigger
Instant
Try It

- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Scheduled
Try It
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write
- Template
Trigger
Instant
Try It
- Document TemplateRequired
- Test Mode
- From
- CC Completed Document
- Subject
- Message
Action
Write

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