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Docsgenflow

Make(Integromat): Connect Airtable to Docsgenflow

Generate document using Docsgenflow when a new record is added in Airtable via Make(Integromat)

  1. Log in to make.com
  2. Click on Create a new scenario
  3. Click the + button then search in the popup for Airtable and select Watch New Rows.
  4. Select Airtable Account and authorize your account.
  5. Select the New Record to generate docs when a new record is added.
  6. Select the Base, Table, Trigger Field name in the trigger section

Make Value Select

  1. After selecting the airtable values click on OK button.
  2. Click the + Add another module button then search in the popup for Docsgenflow and select Create Document.
  3. Select Add button to make connection.
  4. If you haven’t connected docsgenflow account, create a API key here and connect
  5. Use the API key to connect the docsgenflow account
  6. Select Template and choose the field values. Selecting template and configuring field values in Docsgenflow via Zapier
  7. Click on OK button.
  8. Click on Run once button to test the scenario.