Create Modusign documents from new Airtable records
Boost your productivity and streamline document requests with this efficient workflow. When a new record is added in Airtable, a document request using a predefined template is instantly created in Modusign. This setup saves you time and effort by eliminating manual steps, helping you focus on more vital tasks. Enhance your document management process by adopting this automation today.
Boost your productivity and streamline document requests with this efficient workflow. When a new record is added in Airtable, a document request using a predefined template is instantly created in Modusign. This setup saves you time and effort by eliminating manual steps, helping you focus on more vital tasks. Enhance your document management process by adopting this automation today.
- When this happens...New RecordTriggers when a new record is created or new or existing records when first added to a selected view. 
- automatically do this!Request Document With TemplateCreate a document using a template and request signers to sign it. 
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- BaseRequired 
- TableRequired 
- Limit to View 
- Include attachment content 
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- BaseRequired 
- 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? 
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- BaseRequired 
- TableRequired 
 
- NameRequired 
- Workspace IDRequired 
- Number of TablesRequired 
 
- BaseRequired 
- Table NameRequired 
- Table Description 
- Primary Field Name 
- Primary Field Type 
 











