An automated workflow using integromat
Connects Airtable + pdfFiller
Create pdfFiller documents from new Airtable records
About this workflow template
This automation scenario allows you to connect Airtable and pdfFiller
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Airtable and pdfFiller can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Airtable
Watch Records in Airtable
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
Then this action happens in pdfFiller
Create a Template from Template in pdfFiller
Creates a new template by filling a template. Template containing radio fields are not supported.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create pdfFiller documents from new Airtable records.
Part I
Configure Applications
First, we need to connect Airtable and pdfFiller to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Airtable to Make.com.
Give Make.com access to your Airtable account, using Airtable credentials.
Connect pdfFiller to Make.com.
Give Make.com access to your pdfFiller account, using pdfFiller credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Airtable
Choose the following trigger: Watch Records (Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).).
Then set up an Action for pdfFiller
Choose this action: Create a Template from Template (Creates a new template by filling a template. Template containing radio fields are not supported.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Airtable and pdfFiller.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create pdfFiller documents from new Airtable records!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
triggerbyzapierautomateiopabbly-connectalbatoNew or updated record
Triggers when a record is created or updated.
triggerbyzapierNew record in view
Triggers when a new new record is created in a specifc view.
triggerbyzapierpabbly-connectWatch records
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
triggerbyintegromatNew or modified records
New or modified records
triggerbypipedreamNew or modified records in view
New or modified records in view
triggerbypipedream
Create filled document from template
Create the new filled document based on an existing fillable document.
actionbyzapierUpload document
Upload an existing file or attachment.
actionbyzapierCreate distributable form & generate shareable link
Create a fillable form based on an existing document and generate a shareable link to easily distribute it.
actionbyzapierCreate filled document (deprecated)
Create a new filled document based on an existing fillable document.
actionbyzapierDownload a filled form
Downloads a filled form as PDF by the filled form ID.
actionbyintegromatGet shareable link for document
Get a URL for opening a document in the editor.
actionbyzapier
Apps you need
Airtable
A no-code platform for building collaborative apps using spreadsheet-database hybrid as a data-layer
Airtable is a modern and flexible low-code platform that combines the power of a full database with the ease of use of a spreadsheet. With native mobile and desktop apps, Airtable offers a variety of templates for easy-to-use and customizable workflows, providing powerful features such as file attachments, kanban card stacks, calendars, and reporting. Link related content intelligently, configure the perfect view, and integrate with hundreds of your favorite apps and services.
pdfFiller
Online document management platform with PDF editor, form builder and eSignature solutions
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
