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Jun 26, 2020
Automatically generate customized documents from Airtable in Zapier
Angelika Cherina
Angelika Cherina
Lead Marketing Specialist

Sometimes functionality of an Airtable page designer is not enough to deal with document generation. If you’re looking for a solution that will help you to create customized documents of various formats from Airtable data, you’re in the right place.

Plumsail Documents provides a Zapier integration for document generation. With its help, creating Word and Excel documents, PowerPoint presentations, HTML, and PDF files from your favorite apps is a matter of minutes.

Ready-to-use example of how to create contracts from Airtable deals

We’ve described how to automatically generate contracts from Airtable deals with Plumsail Documents in Zapier.

Here is a Word contract template that Airtable data will populate:

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We set the document generation process to fill in our DOCX template, convert it to PDF, and save the resulting file to OneDrive.

This process will run every time an Airtable opportunity changes its status to Closed-won. Here is how the zap to do the task looks:

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Here is a detailed instruction— How to automatically generate contracts from Airtable data in Zapier.


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Note: The post has been originally published at Medium:
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