An automated workflow using zapier
Connects Rossum + Airtable
Export new documents from Rossum to Airtable
About this workflow template
This automation scenario allows you to connect Rossum and Airtable
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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
Rossum and Airtable can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Rossum
Document Export in Rossum
Triggers when a document is exported in Rossum.
Then this action happens in Airtable
Create Record in Airtable
Creates a new record with auto-populating fields.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Export new documents from Rossum to Airtable.
Part I
Configure Applications
First, we need to connect Rossum and Airtable to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Rossum to Zapier.
Give Zapier access to your Rossum account, using Rossum credentials.
Connect Airtable to Zapier.
Give Zapier access to your Airtable account, using Airtable credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Rossum
Choose the following trigger: Document Export (Triggers when a document is exported in Rossum.).
Then set up an Action for Airtable
Choose this action: Create Record (Creates a new record with auto-populating fields.).
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 Rossum and Airtable.
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 Export new documents from Rossum to Airtable!
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 record created
This Trigger fires every time a new record is created in a table. You can optionally configure it to only fire when a record appears in a specific view.
triggerbyiftttNew or modified records
New or modified records
triggerbypipedream
Upload a document
Uploads a document to one of Rossum queues
actionbyzapierintegratelyExport confirmed documents
Moves all confirmed documents to exported state. This action does not output any data, use "Export a Document" trigger for processing of exported data. Note: This action requires "Confirmed State" to be enabled on target queue.
actionbyzapierintegratelyExport an annotation
Exports an annotation.
actionbyintegromatUpload invoice
Uploads an invoice.
actionbyintegromatDocument export
Triggers when a document is exported in Rossum.
triggerbyzapierGet list of queues
Triggers when a queue list is needed for queue selection in Document Export trigger.
triggerbyzapier
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.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
