How to Generate DocsCloud Documents for Airtable Records Using Pabbly Connect

Learn how to integrate DocsCloud with Airtable records using Pabbly Connect. This step-by-step guide covers everything you need to automate document generation. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

In this section, we will learn how to access Pabbly Connect to facilitate the integration of DocsCloud with Airtable. Start by visiting the Pabbly website at pabbl.com. If you are a new user, click on the ‘Sign Up Free’ button to create your account. Existing users can simply sign in to access their dashboard.

Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect. Here, you will create a new workflow to automate document generation for Airtable records. Click on the plus sign to create a workflow and name it ‘Generate DocsCloud Documents for Airtable Records’.

2. Setting Up the Trigger in Pabbly Connect

Now that we have our workflow set up, we need to establish a trigger. In Pabbly Connect, select Airtable as the application for the trigger event. Choose ‘New Record in View’ as the trigger event, and click on ‘Connect’.

• Click ‘Add New Connection’.
• Obtain your API key from the Airtable account section.
• Paste the API key into Pabbly Connect and click ‘Save’.

After successfully connecting Airtable, select the base you want to work with. In this case, it is the ‘All India Event’ base. Ensure that you have a field named ‘Created’ with the type set as ‘Created Time’ to ensure proper functioning of the trigger.

3. Connecting DocsCloud to Generate Documents

After setting up the trigger, we will now integrate DocsCloud using Pabbly Connect. Open the action window and select DocsCloud as the application. Choose ‘Generate Document’ as the action event and click ‘Connect’.

To establish this connection, you will need your Auth ID and Auth Token from your DocsCloud account. Navigate to your profile in DocsCloud to retrieve these credentials. Paste the Auth ID and Auth Token into Pabbly Connect and click ‘Save’ to create the connection.

• Select the template you wish to use for document generation.
• Map the variables from the trigger response to the document template fields.

For instance, if you have a variable called ‘Customer Name’ in your template, you will need to format it correctly in Pabbly Connect, ensuring the participant’s name from Airtable is mapped accurately.

4. Updating Airtable with Document URL

Once the document has been generated in DocsCloud, the next step is to update Airtable with the document URL using Pabbly Connect. Add another action step and select Airtable again. This time, choose ‘Update Record’ as the action event and connect to the existing Airtable connection.

In this step, you will need to specify the base name and table name, which should remain the same as before. For the Record ID, map the Record ID obtained from the previous trigger response. Finally, map the document URL generated in DocsCloud to the appropriate field in Airtable.

Click ‘Save and Send Test Request’ to verify if the URL is updated correctly. Check Airtable to see if the document URL appears in the designated field.

By following these steps, you ensure that every new record in Airtable automatically updates with the corresponding document URL generated from DocsCloud.

5. Testing the Integration in Real-Time

Now that we have completed the setup, it’s time to test the integration. Add a new participant record in Airtable with the necessary details. Wait for a few minutes, as the trigger in Pabbly Connect polls for new data at intervals.

Once the data is captured, check Airtable to confirm that the document URL has been generated and inserted into the correct field. You should see the document URL leading to the generated document in DocsCloud, verifying that the integration works seamlessly.

With Pabbly Connect, automating document generation for Airtable records is efficient and straightforward. You can now focus on other tasks, knowing that this process runs automatically in the background.

Conclusion

In this tutorial, we explored how to generate DocsCloud documents for Airtable records using Pabbly Connect. By following the steps outlined, you can automate document creation and ensure that your Airtable records are always up-to-date with the latest document URLs. This integration not only saves time but also enhances productivity.