Waves ’25: Join the boldest automation + AI builders at Make’s annual community event, October 15-16 in Munich. Get your tickets now

Make logo
Get this template

Create new documents from a template in Plumsail Documents from new records in Airtable

Create new documents from a template in Plumsail Documents from new records in Airtable

Get this template
Make template animation background

Apps used in template

About

Share

This template regularly checks for new records in Airtable and uses the retrieved information to create a new document from a template in Plumsail Documents.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.

This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: [email protected].

Trusted by thousands of fast-scaling organizations around the globe

finn-logo
bamboo-hr-logo
Spotify logo
bny-logo
bolt-logo
Similar templates for inspiration

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.

Plumsail Documents
Add Watermark to PDF Document

Add a watermark to PDF Document which can be text, an image, or other PDF

Action
Airtable
Bulk Create Records (advanced)

Сreates multiple records.

Search
Airtable
Bulk Delete Records (advanced)

Deletes multiple records.

Action
Airtable
Bulk Update Records (advanced)

Updates multiple existing records.

Search
Airtable
Bulk Upsert Records (advanced)

Upserts multiple records.

Search
Plumsail Documents
Compress PDF Document

Reduces PDF Document's size by compressing images in the document and performing other optimizations if possible

Action
Plumsail Documents
Convert CSV to XLSX

Convert CSV to XLSX Excel File

Action
Plumsail Documents
Convert DOC to DOCX

Takes DOC document and converts it to DOCX

Action
Plumsail Documents
Convert DOCX to PDF

This action takes DOCX document and converts it to PDF

Action

FAQ

How it works

Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

Trusted by 350,000+ customers