How to Create PDF Reports and Documents with Airtable & Pabbly Connect

Learn how to automate PDF report generation using Airtable and Pabbly Connect. Step-by-step tutorial for seamless integration and document creation. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create PDF reports and documents using Airtable and Pabbly Connect, start by accessing Pabbly Connect. This platform allows seamless integration between multiple applications without coding skills. Visit the Pabbly Connect homepage and sign in or create a free account.

Once logged in, navigate to the dashboard where you can create workflows. Select the ‘Create Workflow’ option, which will allow you to automate processes between Airtable and Google Docs. This initial setup is crucial for the automation process.

Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Name your workflow something descriptive, such as ‘Create PDF Reports with Airtable & Pabbly Connect’. Select a folder to save your workflow for better organization.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Choose a folder for organization.

With the workflow created, you will now set up triggers and actions. The trigger will be from Airtable, indicating when a new order is placed. The action will be to create a PDF document in Google Docs based on the order details.

Setting Up the Trigger from Airtable

In this step, you will configure the trigger within your Pabbly Connect workflow. Select Airtable as your trigger application. Choose the event type as ‘New Record’ to capture new orders as they are added to your Airtable base.

Next, connect your Airtable account by granting access to Pabbly Connect. Ensure you have already logged into your Airtable account for a smooth connection process. Select the base containing your order details and confirm the connection.

• Select ‘Airtable’ as the trigger application.
• Choose ‘New Record’ as the trigger event.
• Connect your Airtable account and select the appropriate base.

Once the trigger is set up, Pabbly Connect will automatically capture new records added to Airtable, which will be essential for generating invoices.

Creating PDF Documents with Google Docs

Now that the trigger is set, it’s time to configure the action to create PDF documents using Google Docs through Pabbly Connect. Select Google Docs as your action application and choose the action event ‘Create Document from Template’. This allows you to use a pre-designed invoice template.

Connect your Google Docs account to Pabbly Connect. Once connected, select the invoice template you have prepared. You will also need to specify how the new document should be named, typically using the customer’s name for personalization.

Choose ‘Google Docs’ as the action application. Select ‘Create Document from Template’ as the action event. Map the customer details from the Airtable trigger.

This mapping process ensures that each invoice is generated with the correct details for each order, making the document creation fully automated.

Conclusion

By following these steps, you can effectively automate the creation of PDF reports and documents using Airtable and Pabbly Connect. This integration streamlines your workflow, ensuring that every order generates an invoice promptly and accurately. With Pabbly Connect, you can enhance your business efficiency without the need for coding skills.