Create a Document from a Template containing data from a record in Airtable
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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When an email is received, 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, prompting Google Multiple Inboxes filter to show that email in the “Client Inbox”. 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 record in Airtable.
Creates a new draft and adds it to a selected folder.
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.