Create PandaDoc documents from new or updated Airtable records
Streamline your document creation process with this workflow. Whenever a new record is added in Airtable, a corresponding document will be generated in PandaDoc. Save time and reduce manual efforts by automating the document creation process as your Airtable data grows.
Streamline your document creation process with this workflow. Whenever a new record is added in Airtable, a corresponding document will be generated in PandaDoc. Save time and reduce manual efforts by automating the document creation process as your Airtable data grows.
- When this happens...New or Updated Record
Triggers when a record is created or updated.
- automatically do this!Create Document
Create a document from a template.
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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