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.
- 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 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.
- Free forever for core features
- 14 day trial for premium features & apps
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