Create PandaDoc attachments for new Airtable records
Save time and streamline your document creation process with this Airtable-PandaDoc integration. Whenever a new record is added in Airtable, this workflow automatically generates an attachment in PandaDoc using the provided information. Stay organized and ensure that your important files are always readily accessible, simplifying your documentation process.
Save time and streamline your document creation process with this Airtable-PandaDoc integration. Whenever a new record is added in Airtable, this workflow automatically generates an attachment in PandaDoc using the provided information. Stay organized and ensure that your important files are always readily accessible, simplifying your documentation process.
- When this happens...New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
- automatically do this!Create Attachment
Create an attachment for a document.
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BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Cache Copy
BaseRequired
TableRequired
BaseRequired
TableRequired
Help Text
Primary lookup fieldRequired
Secondary lookup field
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
NameRequired
Workspace IDRequired
Number of TablesRequired
BaseRequired
Table NameRequired
Table Description
Primary Field Name
Primary Field Type