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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

Apps used in template



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].

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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.

Create a Record

Creates a new record in Airtable.

Delete a Record

Deletes a record by its ID.

Get a Record

Retrieves a single record by its ID.

Plumsail Documents
Make an API Call

Performs an arbitrary authorized API call.

Search Records

Searches for specific records or returns all records.

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Start Document Generation Process

Fills a template related to the selected process with the JSON data

Update a Record

Updates a record by its ID.

Upsert a Record

Creates new or updates an existing record.

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Watch Finished Process

Creates a webhook that runs when the process is finished

Trigger, Instant, Acid


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