Airtable Integration

Generate PDFs from Airtable

Automate PDF generation from your Airtable bases using webhooks. Perfect for contracts, invoices, certificates, and reports triggered by record changes.

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How it works

Set up automated PDF generation triggered by Airtable record changes.

1. Create Automation

In your Airtable base, create an automation triggered by record creation, update, or specific field changes.

2. Add Webhook

Add a webhook action that POSTs to the SwishDocs /generate endpoint with your record data and template ID.

3. Store PDF Link

The webhook returns a PDF link that you can store back in your Airtable record or send via email.

Perfect for any workflow

Automatic Triggers

Generate PDFs automatically when records are created, updated, or when specific conditions are met.

  • Record creation triggers
  • Field update triggers
  • Conditional logic

Flexible Data Mapping

Map any Airtable field to your Google Docs template. Support for text, numbers, dates, attachments, and more.

  • All field types supported
  • Linked record data
  • Formula field values

Setup walkthrough

Step 1: Prepare your template

Create a Google Docs template with placeholders that match your Airtable field names:

Contract for: {{Client Name}}

Project: {{Project Title}}
Amount: {{Contract Value}}
Start Date: {{Start Date}}

Step 2: Set up Airtable automation

  1. Go to your Airtable base and click "Automations"
  2. Click "Create automation" and choose your trigger (e.g., "When record is created")
  3. Add an action and select "Send a webhook"
  4. Set the webhook URL to: https://api.swishdocs.com/generate
  5. Set method to POST and add headers:
Headers:
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json

Step 3: Configure webhook payload

Set up the JSON payload to send your record data:

{ "template_id": "your-google-docs-template-id", "data": { "Client Name": "{{Client Name}}", "Project Title": "{{Project Title}}", "Contract Value": "{{Contract Value}}", "Start Date": "{{Start Date}}" }, "output_name": "{{Client Name}} - Contract.pdf" }

Step 4: Handle the response

The webhook will return a JSON response with the PDF link:

{ "success": true, "pdf_url": "https://storage.googleapis.com/...", "expires_at": "2024-02-15T10:30:00Z" }

You can then add another automation action to update a field in your record with the PDF URL, or send it via email.

Popular use cases

Contract Generation

Automatically generate contracts when deals are marked as "Won" in your CRM base.

Invoice Creation

Generate invoices when project status changes to "Completed" with automatic client data.

Certificate Issuing

Issue certificates automatically when students complete courses in your education base.

Report Generation

Create monthly reports when new data is added to your analytics or tracking base.

Proposal Creation

Generate proposals automatically when new leads are qualified in your sales pipeline.

Legal Documents

Create NDAs, agreements, and other legal documents from your client database.

Ready to automate your Airtable workflow?

Connect your Airtable base to SwishDocs and start generating PDFs automatically.

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