Airtable

Airtable is a great way to build online databases to keep track of customers, orders, projects, and more.  You can build sophisticated spreadsheets that allow your entire team to collaborate and manage the data with ease.

A great way to make use all of this data your keeping in Airtable is to use WebMerge to automatically populate documents like invoices, contracts, and more.  By simply adding a new item to Airtable or changing the value of one of the fields, you can trigger a document to be merged in WebMerge.

In this example, we’re going to show you how you can generate a contract and send it over to CudaSign when we update a deal in Airtable to have a status of “Closed Won”.  To help with this integration, we’re going to use our friends over at Zapier which will automatically detect our deal being changed to Closed Won.

To get started, we’re going to setup our contract template using a Word document.  Inside the Word document we’re going to take our normal contract terms and add merge fields for where we want the data from Airtable to be placed.  These merge tags look like {$DealName}, {$CustomerName}, etc.
 


Since this is a contract and we’re going to collect a signature via CudaSign, we need to setup some signature tags in our document so that CudaSign knows where to place the signature.  These tags are just like any other text in our document and look like: {literal} {{t:s;r:y;o:"Signer";}} {/literal}   (more info).
 


Once we finish up our template, it’s time to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and then enter a name.  On the next step, pick Office Document as the document type and then choose the file from your computer.
 


After you upload your document, you’re going to be taken to the Settings tab where you can update settings like the type of file that is generated and the name of the file.  For this example, we’re going to generate a PDF and include the name of the deal in the contract.
 


Next, we’re going to setup the delivery with CudaSign so that our merged contracts are automatically sent over to CudaSign for signature.  Jump over to the Deliver tab and then click the New Delivery button.  Select CudaSign from the list and then you’ll be asked to login to your CudaSign account.

After you login to CudaSign, you’ll be redirected back to WebMerge and you’ll see a popup for the CudaSign settings.  You’ll need to pick the merge field for the signer’s email address and then enter “Signer” in the role box (this is based on the signature tag you put in your document).
 


Once you save the CudaSign delivery, we’re all done with the setup in WebMerge and we’re ready to setup the integration with Airtable using Zapier.

Inside Zapier, click on the New Zap button and then pick Airtable are your trigger app and then the “New Record in View” trigger.  (*Note: we have setup a view in Airtable that only shows deals which have the status of Closed Won). 
 


On the next step, Zapier is going to have you authenticate your Airtable account – follow those steps.  Then, you’ll be taken to a page where you’re going to choose your Base, Table, and then the View that you want to monitor.
 


Next, Zapier is going to load a test record to make sure everything is working.  Follow those steps and then click the Finish button.

For the Action app, we’re going to choose WebMerge and then we’re going to pick the Create Document Merge as the action.
 


After Zapier authenticates your WebMerge account, you’ll be taken to a page where you need to select the document that you want to merge.  Once you select your contract document, Zapier will load a list of all the merge fields in your contract.

For each of the merge fields, you need to pick the corresponding field from Airtable.  You can insert the field by clicking the little icon on the right of each box.
 


After you have mapped all of the fields, go ahead and finish out the Zap and turn it on.

Now, we’re ready to run a test!  Go ahead and login to Airtable and then update one of your deals to Closed Won.  Zapier checks Airtable every 15 minutes, so it could take a few minutes, but when Zapier detects the update to your deal, it will send that data over to WebMerge and your contract will be generated and send to CudaSign.

Here’s what our contract looked like ready for signature:
 


That’s it!  You can now automatically generate contracts, invoices, and more from your Airtable data.  Can you think of other ways that you could use WebMerge to simplify your paperwork process?
 

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2 Comments

  • Avatar
    Ralf Westphal

    This sounds great - but how is it working with line items for invoices? I would set up two tables in AirTable: Invoice and LineItems with a link between them. So there's a table hierarchy in AirTable. How's the Invoice data plus the corresponding LineItem data (several records) transported through Zapier to Webmerge? How to set up place holders in my template document?

  • Avatar
    Jeremy Clarke

    Hi Ralf,

    I'm not 100% sure if Zapier can send over records from another table. Please submit a support ticket and we'll help you explore the options!

    Thanks!

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