Mar 14, 2023 08:05 PM
Hi everyone, I want to set up a trigger in Airtable to take a PDF file (a complex, finished, unsigned 35 page application package) stored in a field and underlay that PDF under some signature blocks using some kind of e-signatures app. I can currently do this with some manual activity between Zoho CRM and Zoho Sign, but I want to move away from Zoho and have Airtable effectively be the CRM and perhaps some capable e-signature app I don't know about take care of this kind of e-signature. Thanks!
Mar 16, 2023 07:25 PM
Mar 16, 2023 07:30 PM
Thanks, Scott. I appreciate your response. I am not looking to use Zoho at all if possible. I would like to make a Button in Airtable that, when clicked, runs a 35-page PDF stored in an Airtable field through an e-signature template that overlays signature blocks on that PDF and then emails it to a person identified in another Airtable field.