Airtable + DocuPotion Integration Successful But Cannot View PDF Generated

I’d suggest trying:

1. Create an empty template on DocuPotion that just shows the record ID and a single cell value 
   1. If this works, slowly add in your other details to see what breaks it
   2. If it doesn’t, then you know it’s on DocuPotion’s side
2. Try using another service like DocsAutomator instead, with the same idea of starting with a really simple template so that you can isolate it if there's something in your base data that’s causing it

​@Calitri 

DocuPotion is a brand new website that was just registered online a few weeks ago, so you’re probably the first person in the community to have any experience with it. We don’t know much yet about the app nor the person who created it, so you’ll want to work directly with that person to have them fix whatever bugs are going on with their app.

In the meantime, however, I would strongly recommend sticking with one of the trusted & time-tested PDF creation apps for Airtable.

Here are a few trusted 3rd-party apps for automatically generating PDF documents from Airtable:

1. DocuMint — the original document creation app for Airtable. Creates PDF files.
    
2. DocsAutomator — creates Google Docs documents or PDF files.
    
3. Make’s integrations — which can be integrated with any document-creation app of your choosing, even something as simple as custom Microsoft Word documents.
   
   If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one way that you can instantly trigger a Make automation from Airtable.
    
4. Fillout’s advanced forms for Airtable — Fillout lets you automatically generate custom PDF files from a form submission.
   
   I show off this feature on this Airtable podcast episode:Using Fillout to create an eSignature approval process with PDF file creation.
    
5. Typeflow — I haven’t personally used this app yet, but I will be checking it out in the future.

Hope this helps!

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

Hi ​@Calitri - sorry to hear you’re still having problems with viewing the output PDFs. I saw this post yesterday and sent you a follow-up email. As mentioned, I don’t believe this is a DocuPotion issue, but let me know if you want to do another call to go through everything again.

​@ScottWorld nice to meet you! You’re absolutely right that DocuPotion is a new website, but the product has been live since April-24. It was previously called PDF Potion but I rebranded it to DocuPotion about a month ago.

A bit about me and DocuPotion: I started building PDF tools back in 2023 when I released PDF Creator, which is a Bubble.io plugin. It became one of the most popular PDF plugins on the Bubble marketplace, but there were some limitations around what it could do due to how it was designed. So I took all of these learnings and customer feedback and created DocuPotion in early 2024 (it was then called PDF Potion). It originally only had a Bubble integration, but I’ve since added an Airtable integration and a REST API.

I completely understand that you may not be interested in DocuPotion given there are some excellent and well established solutions already available. But hopefully over time I’ll be able to convince you to give DocuPotion a chance as I build out the product.

Given your deep knowledge of Airtable, I would also be very interested in any thoughts you have on what features would be valuable to add to DocuPotion? 

Hope all that context is useful.

Alex

Hey!

I def still want to check DocuPotion out.

To ​@ScottWorld point re: make integration, just wanted to point out that this is obviously also possible using other automation tools such as n8n. I’m shring a screenshot of the n8n automation that we actually use for creating Invoices with their corresponding Invoice Line Items! If any future reader needs any additional help, feel free to grab a slot using this link.

Basically, the automation is getting a GoogleDocs template document that you create, mapping values dynamically (e.g. date, client), adding rows to a table, and adding line items on such rows :D
 

Completely different matter, but would love to have you join our Airtable Hackathon! Make sure to sign up!!

Mike, Consultant @ Automatic Nation 
YouTube Channel

Hi ​@Alex_Cooney ,

Nice to meet you too! Thanks for the introduction to yourself and to your product — and to the history of how you developed DocuPotion! Very insightful.

I will definitely be checking out DocuPotion in the future, and I will let you know what sorts of features I would like to see!

I just watched your video at this link, and it looks pretty quick & easy to use!

Off the top of my head, I would love to see number & date formatting provided within DocuPotion. For example, on that invoice in the video, it looks like there isn’t a way to display thousands separators or a standard amount of digits after a decimal point. (Documint offers inline formatting of fields.)

Also, it might be nice if the script didn’t have to be regenerated after each field change in Airtable, although that might actually be the simplest way of handling everything. (Documint provides one script that never changes, BUT they do require a significant amount of workarounds to get linked records to work.)

I’ll let you know more when I have time to play with it!

Thank you!
Scott

- ScottWorld, Expert Airtable Consultant 

Great feedback ​@ScottWorld. Thank you.

I’ve noted down your ideas on number/date formatting and script regeneration and am going to investigate what would be involved in implementing them.

Looking forward to hearing any other thoughts you have once you have a chance to play with it. I’ll keep an eye on this post, but feel free to contact me anytime at alex@docupotion.com too.

Thanks again!

Alex