Create a Document from a Template containing data from a record in Airtable
Apps used in template
About
When a new record from Airtable is received, a new document from a template and with values from the record is created and then sent to Gmail as PDF.
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The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox
is added to the email. More information here.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Copies an email or a draft into a selected folder.
Creates a new Google document by adding the content of HTML format.
Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.
Creates a new draft and adds it to a selected folder.
Creates a new record in Airtable.
Deletes a document.
Deletes a record by its ID.
Removes an email or a draft from a selected folder.
Downloads a document to a required format.
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