Question

Create pdf from Airtable record and attach to Airtable record - app recommendation

  • 24 May 2021
  • 1 reply
  • 154 views

Userlevel 1

My workflow basically looks like this: 

 

  1. We accept some information from a docusign form.
  2. This docusign form submission updates an existing record in Airtable with the data submitted by the user. 
  3. Some calculations are done on the Airtable side based on the input data. 
  4. We want to populate a PDF template with these calculations then save that PDF and attach it to the same Airtable record. 

Anyone know a good way to do this in Zapier + some other tool? Ideally that doesn’t require a new paid subscription but open to it if it’s necessary. 


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1 reply

Userlevel 7
Badge +9

Hi @punsach,

Yes, you can use Google doc to fill out a template using Airtable record. After filling out a template, a new file will be created and you can use zapier drive integration to get the file’s sharable link/PDF link and attach it to a Airtable record.