I am new to airtable and would like to explore hiring a consultant to help on set up some automations and integrations for a startup company.
We are currently working within the product catalog template, and have set up our products, vendors, etc. but now need help with the next few steps to make everything come full circle.
-set up the page designer to create custom invoices that automatically populate from our orders, have the PDF integrate back into our client orders page, and automatically send them emails with their invoice PDF’s.
-Automation within selections of items – where product selection and selected information would appear in a PDF/tear sheet with specifics (thumbnails, links, price, dimensions, etc.)
- Automations with a survey platform – we are currently using survey planet, and can only see how it is manually integrated.
- Creating and organizing a client database, with all of their information and files.
Looking forward to getting some guidance here so we can get started!