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Create a Document from a Template containing data from a record in Airtable

Create a Document from a Template containing data from a record in Airtable

Apps used in template

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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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Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Gmail
Copy an Email

Copies an email or a draft into a selected folder.

Action
Google Docs
Create a Document

Creates a new Google document by adding the content of HTML format.

Action
Google Docs
Create a Document from a Template

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.

Action
Gmail
Create a Draft

Creates a new draft and adds it to a selected folder.

Action
Airtable
Create a Record

Creates a new record in Airtable.

Action
Google Docs
Delete a Document

Deletes a document.

Action
Airtable
Delete a Record

Deletes a record by its ID.

Action
Gmail
Delete an Email

Removes an email or a draft from a selected folder.

Action
Google Docs
Download a Document

Downloads a document to a required format.

Action

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