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    Airtable
    Docupilot

    Generate Docupilot documents from Airtable records

    About

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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

    Airtable
    Airtable
    Docupilot
    Docupilot
    Get this template
    Categories
    E-Signatures
    Databases
    Spreadsheets
    Get this template

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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.

    All Modules (10)
    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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