4 - Data Explorer
4 - Data Explorer
since ‎Aug 02, 2023
‎Nov 15, 2023

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  • 4 Posts
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User Activity

Hey all,Looking to be able to:Upload PDF in an attachment field in Airtable.Click on a button in Airtable which:Properly tags the document with signature/initial fields in Docusign.Sends to two recipients (names and emails of which are in that record...
Hey all,I would like to generate a document using a template that uses formulas to change the data in that document, and then attach that to a contract (populated with information from Airtable also) which is then sent for e-signature.Any thoughts on...
How would you set this up?Department 1 is in charge of sending contract to customer, receiving contract, sending invoice and receiving invoice for initial payment. Once initial payment is received, Department 2 is notified and now needs to complete a...
New to Airtable, really want to make it work but it seems that it wouldn't work well as a CRM where there is a record of all e-mails and Whatsapp messages between us and the customer, and the ability to send emails/messages directly from Airtable sea...