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Form answer -> Page designer -> PDF as "Send email action" attachment

  • December 31, 2020
  • 5 replies
  • 62 views
P

Hello,

I am looking for fairly simple workflow:

  1. User fills a from
  2. User Receives an email with a file with their answers with some minimal formating

Airtable has a page designer that has some bare bones features that are sufficient for my use case. On my action “Send email” I would love to be able to select my attachment as a “page designer PDF” form the same record.

All the parts are there but I just cant see the integration between apps and actions. Am I blind? It really looks like I am missing it rather than it being missing.

P.S. Formstack has an app that generates PDF into an file type fields but I can’t find a way to tiger it on new record creation…

5 replies

ScottWorld
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  • ScottWorld
  • Genius
  • 9808 replies
  • December 31, 2020
  1. This is not possible with Airtable’s native forms, but you can get this with Fillout’s advanced forms for Airtable.

    Fillout is 100% free, and it offers hundreds of features that Airtable’s native forms don’t offer, including the ability generate a custom PDF file of the user’s answers and have it emailed to them, update Airtable records using a form, accept payments on forms, pre-fetch dynamic data from an Airtable record, display Airtable lookup fields on forms, create new linked records on a form, add a login page to your form, 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.

    I show how to use a few of the advanced features of Fillout on these 2 Airtable podcast episodes:
    • Using Fillout to update an Airtable records and create an eSignature approval process with PDF file creation.
    • Using Fillout to create an order entry form with line items.
     
  2. 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.

    In my opinion, eSignatures is the easiest one to automate. 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.

Hope this helps! If you’d like to hire the best Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

Justin_Barrett
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  • Justin_Barrett
  • Inspiring
  • 4647 replies
  • December 31, 2020

Welcome to the community, @Povilas_Sidaravicius! :grinning_face_with_big_eyes: To give an example of what @ScottWorld is talking about (which might work for you with some adaptation), I built my own invoicing system in Airtable, including automatic creation and emailing of invoice PDFs. In my case, I create the PDF layout as HTML using Airtable formula fields. When it’s time to send the invoice, an automation runs and calls an Integromat webhook. The Integromat scenario pulls the HTML data from Airtable and sends it to CloudConvert, which has an HTML-to-PDF option. The resulting PDF file is added to an attachment field in Airtable, which then triggers another automation to email the PDF to the client.

If you’re okay with simplifying the process a bit you could skip the PDF altogether and just send the form answers to the user in a plain email using one of the built-in email automation actions.

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  • Povilas_Sidarav
  • Author
  • New Participant
  • 1 reply
  • January 2, 2021

Well this is a mess. I migrated to google forms with a simple appscript flinging emails and sending PDFs to people using a google doc as a template.

I am trying to make it, so people who can not code would be able to edit as much as possible and the google doc that I use as template for PDF will most likely see some action so I can not use HTML for and setting up a HTML file editing with it’s own visual editing or conversion from word… To many places where it can go wrong.

Will keep watching this thread if anything changes as Airtable still have reference fields and file uploading as killer features that I would consider using it over Google Forms.

Justin_Barrett
Forum|alt.badge.img+21
  • Justin_Barrett
  • Inspiring
  • 4647 replies
  • January 2, 2021

Well this is a mess. I migrated to google forms with a simple appscript flinging emails and sending PDFs to people using a google doc as a template.

I am trying to make it, so people who can not code would be able to edit as much as possible and the google doc that I use as template for PDF will most likely see some action so I can not use HTML for and setting up a HTML file editing with it’s own visual editing or conversion from word… To many places where it can go wrong.

Will keep watching this thread if anything changes as Airtable still have reference fields and file uploading as killer features that I would consider using it over Google Forms.


I ran a brief test a few months ago using Integromat to send Airtable data to a Google document template and generate a PDF from that, and the basic process worked really well. The only issue that I ran into for my use case is that I wanted to create a document structure that couldn’t be easily built/populated using the available template options. For a simple document, though, this would probably work well. The basic process would then look like this:

  • A record is added to Airtable as the result of a user filling a form
  • The new record triggers an Integromat scenario, which then…
    • Sends data from the record to a Google document template
    • Saves the document as a PDF
    • Adds the document to the triggering Airtable record as an attachment
  • The attachment arriving in Airtable triggers an automation that sends it to the user via email

No code. If changes are made to the Google document template, you may need to change the Integromat scenario to ensure that the Airtable data is sent to the template correctly.

T
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  • typeflow
  • Known Participant
  • 83 replies
  • October 11, 2024

If you're looking for a solution, Typeflow can help you easily generate PDFs from Airtable data using Google Docs templates. It's straightforward and efficient. Feel free to give it a try, and I'd love to hear your feedback! I'm also offering a lifetime plan for early users at just $100.

Feel free to ping me if you're interested or have any questions.


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