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 Record
Triggers when a new record is created or new or existing records when first added to a selected view.
- automatically do this!Request Document With Template
Create a document using a template and request signers to sign it.
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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