I run a photo studio and am looking for a way to better streamline my rental contract creation. I know a little programming, but not enough it seems to pull off what I’m trying to do. Details below. Would love any help the community could provide.
I have created a long and detailed base of clients that I use for all my contacts. I want to track and associate sales with each client while simultaneously simplifying the creation of the contract I write for each booking/sale.
In my contact base, I created a form view of in which I can select the client via lookup field and then input manually the details of each sale/booking. I then created a Word document that I uploaded and configured the settings to in WebMerge. Next, I use Zapier to pull in the data from each new sale/booking and marry it into my Word doc and spit out a 4 page PDF contact that I can then email to my client.
Everything works perfectly EXCEPT for any fields that are pulled into the PDF via a lookup field in Airtable. Things like client name, address, email, etc. all come out in gibberish (eg: “receYScrwCdlFjZxk”).
Am I configuring something wrong or is it just not possible to pull in this data?
I’m also open to other solutions if this Airtable > WebMerge > Zapier flow is not feasible.