Automatically generate contracts from Airtable data in Zapier¶

Create new process¶

First, register or log in to your Plumsail account.

In the Processes section, click on the ‘Add process’ button and select ‘Start from template’:

You’ll be redirected to the library of document templates. We select the service contract template for our scenario:

Name the process and click ‘Next’ to proceed. Then you’ll jump to the ‘Configure template’ step.

In the Editor mode, you can adjust the document template to your needs. Everything in the curly brackets will be replaced with Airtable data dynamically. You can add more placeholders. They work quite simply and support even some complex logic with tables, charts, conditions, and more. Learn how Plumsail Documents Word DOCX templates work here.

Click Save & Next to go to the Settings substep.

Here you’ll see the following parameters:

Template mode

It is Testing by default. It means you won’t be charged for this process runs, but result documents will have a Plumsail watermark. Change it to Active to remove the watermark.

Output filename

Use tokens to make it personalized. They work the same way as in the template. For instance, we use the following tokens to define the output file name - {{customerName}}. As a result, we’ll receive an agreement with the name - Service Contract/Bear Paw Solutions.

Output type

By default, it is the same as your template’s format. In this particular case, it’s DOCX. We’re changing it to PDF to generate PDF contracts from the Word template.

Test template

Once you’ve customized all the settings, you can test the template to see the result.

When everything is done here, click on Save & Next to set up deliveries.

Add OneDrive delivery¶

The next step is delivery. For demonstration purpose, we’ll store the result file in OneDrive. But there are other options. You can send contracts for e-signing to your customers dynamically.

You need to connect to your OneDrive from the Plumsail account. After that, set the folder’s name where to save the completed document.

You can configure as many deliveries as you need.

Start process¶

We will start our Process from Zapier.

New record in View in Airtable¶

We need to start the process of generating contracts only for opportunities with status Closed-won. That’s why we set a trigger New record in View.

Once you’ve chosen the trigger, you’ll be offered to connect to your Airtable account with Zapier.

After that, you’ll proceed to select a Base, a Table, and a View to monitor. In our case, it’s Closed-won.

The last thing to do with the trigger - Find data. Press Test trigger to find data. It will allow you to use the trigger output in the next step.

Start process in Plumsail Documents¶

Once the trigger is set, search for Plumsail Documents and add an action Start process.

Click Continue. If this is your first Zap, at this point, you’ll need to Sign in to your Plumsail Account from Zapier to establish a connection between the app and your Zapier account. If you already have a Plumsail account tied to the app, you can add another one at this step, and use it instead.

Customize Start Process¶

Choose the process you want to start by this Zap from the dropdown. You will see fields to complete - they have the same names as tokens from the template.

To complete them, use the output from the Airtable trigger.

That’s it! Our Zap is ready🎉 Every time the opportunity in Airtable changes its status to Closed-won, you’ll receive the finalized service contract saved to your OneDrive.