Airtable + PDFMonkey
Create new Airtable records from generated PDFMonkey documents
Effortlessly streamline your document generation and record-keeping processes with this automation. When a new document is generated in PDFMonkey, this workflow will create a new record in Airtable, ensuring your records are always up to date with the latest information. Say goodbye to manual data entry and save valuable time for more crucial tasks.
Effortlessly streamline your document generation and record-keeping processes with this automation. When a new document is generated in PDFMonkey, this workflow will create a new record in Airtable, ensuring your records are always up to date with the latest information. Say goodbye to manual data entry and save valuable time for more crucial tasks.
- When this happens...Document Generated
Triggers when a document's generation is complete and successful.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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WorkspaceRequired
Template(s)
Try ItWorkspaceRequired
TemplateRequired
Use a custom JSON structureRequired
Add Line Items
Custom Filename
Meta Data
BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Document IDRequired
Document IDRequired
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
