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

Make.com2 modulesv1.0

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: support@plumsail.com.

How to import this Make.com workflow

1. 1

   Download the blueprint JSON file after purchase.

2. 2

   Open Make.com → go to Scenarios → click Import Blueprint.

3. 3

   Select the downloaded JSON file and confirm.

4. 4

   Connect your app credentials in each module.

5. 5

   Run once manually to test, then activate the schedule.