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Airtable
Docupilot

Generate Docupilot documents from Airtable records

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This template helps you create a Personalized document for each record matching a specific keyword in Airtable. This template requires to make a copy of this airtable model.

Apps Included

Categories
E-Signatures
Databases
Spreadsheets

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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.

Docupilot
Create a Document

Create document from selected template

Action
Airtable
Create a Record

Creates a new record in Airtable.

Action
Airtable
Delete a Record

Deletes a record by its ID.

Action
Airtable
Get a Record

Retrieves a single record by its ID.

Action
Airtable
Make an API Call

Performs an arbitrary authorized API call.

Action
Airtable
Search Records

Searches for specific records or returns all records.

Search
Airtable
Update a Record

Updates a record by its ID.

Action
Airtable
Upsert a Record

Creates new or updates an existing record.

Action
Airtable
Watch Records

Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).

Trigger, Acid

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