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I was looking for best practices on how to automation a form and I was not sure if I should be looking a different plug-ins. I am leaving towards using Make help out with this process.

The more I dig into this with AirTable, if looks overly complicated, I am wondering if there is a better tool to use.

On the form I need the following:

  • Ability to upload attachments (images or pdf)
  • Digital Sign or email approve the form
  • a way for the end user to be able to modify the form
  • create a PDF of the form and include the attachments.

Then, I want to email the form for approval to 4 different people via email. If a form is denied, then give the ability for the end user to be able to update the form.

One of the easiest (and cheapest) ways of doing this is to use Fillout’s advanced forms for Airtable.

I show how to do this step-by-step on this Airtable podcast episode:

Fillout also offers hundreds of features that Airtable’s native forms don’t offer, including the ability to update Airtable records using a form, accept payments on forms, display Airtable lookup fields on forms, create new linked records on a form, control access to a form via SSO or email domains or a list of email addresses stored in Airtable, perform math or other live calculations on your forms, collect signatures on a form, create multi-page forms with conditional paths, connect a single form to dozens of external apps simultaneously, add CAPTCHAs to your form, and much more.

Here’s another podcast episode where I show off a few more of the advanced features of Fillout:

Alternatively, you can use any eSignature platform that you’d like, and automate it with Make’s advanced automations & integrations,

For example, you can automate the communication between eSignatures.com and Airtable by using Make’s eSignatures integrations along with Make’s Airtable integrations.

But you can choose from any eSignature platform that you would like, and automate it with Make.

If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one of the ways that you could instantly trigger a Make automation from Airtable.

If you need even more flexibility in the design of your PDF documents, then you may want to look at the top 2 dedicated PDF file creation apps for Airtable:

Hope this helps!

If you have a budget and you’d like to hire the best Airtable consultant to help you with this or anything else that is Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

Airtable can definitely hold your form responses & your attachments, but you would need to start with a professional form tool like JotForm to handle your first 3 requirements.

Not sure if JotForm supports the 4th requirement, but you could always turn to DocuMint for that.

Both JotForm and DocuMint already have native Airtable integration built into their products, but as you mentioned, you could always use Make.com for more advanced integrations.


Thank you Scott for taking the time to help me out. You are amazing!!!

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