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Send Document from Page Designer Block to Attachment field

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Hi, I read a lot of questions about this topic, but they are really old, so maybe something is changed ( I hope :pray: ).
Is there a way to send the document I created in the page designer extension straight to the attachment field rather than manually downloading it and uploading it to the Attachment field? I don’t have a big budget to pay for external services, but I have a lot of pdf to manage (more than 5k).

Thank you

1 Solution

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@Sara

As @Greg_F pointed out, this can only be resolved with external 3rd-party services.

There are dozens of different services out there that provide this functionality, such as Documint, Docupilot, PDF Generator API, PandaDoc, pdfFiller, PlumSail Documents, Formstack Documents, DocSpring, PDFMonkey, Anvil, PDF.co, and many more. You could even use plain old fashioned Google Docs or Microsoft Word as well.

All of these would need to be automated in some way. Some of them have native extensions for Airtable. Others would need to be automated by writing your own Javascripts or by turning to a low-code/no-code automation tool like Make.com, which doesn’t require any knowledge of coding. On2Air: Actions can also help with Google Docs and Google Slides.

Note that I do not personally recommend Zapier, because Make.com is more affordable and more powerful and more customizable.

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3 Replies 3

Unfortunately, nothing has changed in these regards.

For me always setting up the blocks in Page Designer was a major pain, so I opted out for using Google Drive based solutions. With Make / Zapier you can easily use Google Docs or Google Slides as a template. Save the filled out template on Google Drive and share as PDF from Drive to Airtable. Office 365 also offers Word document templates, so you might explore it as well.

@Sara

As @Greg_F pointed out, this can only be resolved with external 3rd-party services.

There are dozens of different services out there that provide this functionality, such as Documint, Docupilot, PDF Generator API, PandaDoc, pdfFiller, PlumSail Documents, Formstack Documents, DocSpring, PDFMonkey, Anvil, PDF.co, and many more. You could even use plain old fashioned Google Docs or Microsoft Word as well.

All of these would need to be automated in some way. Some of them have native extensions for Airtable. Others would need to be automated by writing your own Javascripts or by turning to a low-code/no-code automation tool like Make.com, which doesn’t require any knowledge of coding. On2Air: Actions can also help with Google Docs and Google Slides.

Note that I do not personally recommend Zapier, because Make.com is more affordable and more powerful and more customizable.