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In the "Action" section, fetch the template by providingĭocmosis Cloud service requires a Output filename and data for Placeholders to generate a document.
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In the "Account" section Authenticate your Airtable account.In the "App & event" section choose "New or Updated Record " as Event.Optionally create a folder.Ĭlick on trigger step then search and select Airtable as trigger from the "Change trigger" pop-up. Click on any of the "Create Zap" buttons. Please download the Excel sheet provided below, as it will be necessary for uploading into Airtable in the subsequent step.ĭownload the Excel Step 6 : Upload Excel to AirtableĬreate a new base, then upload the data from excel sheet using either of the two buttons,įor a Zap to trigger on a new or updated record event in Airtable, the table must include a "Last Modified" column.Ĭlick on the "+" to add a new field and choose" Last modified by" field type.Ĭonfigure Zapier Step 8: Set up a Zap with Airtable as trigger Setting up Airtable Step 5: Download the ExcelĪirtable offers a feature for importing data from Excel sheets, which will be utilized in this tutorial. You can use your default processing location, when following this example. Note: In this example, we used the US (Oregon) processing location in the Docmosis Cloud service, for storing the template and generating the document. Copy these to an editor such as Notepad, to be used later. You will need your access key and URL when setting up the call to Docmosis Cloud in Zapier. Step 4: Get the Docmosis Cloud Access key and API URL Upload the ServiceAgreement.docx template to the new folder. In this case the folder is named Airtable. Note: The placeholders serve as unique identifiers, helping Docmosis Cloud service in determining the data's placement.įor example, in the above template if you decide to change "DateofAgreement" to "StartDate" it would not effect the functionality of template as long as you replace every instance of " DateofAgreement" with " StartDate".Ĭreate a new top-level folder to help organize your templates. You can see the placeholders in the template, below.
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The ServiceAgreement.docx template is ready to use, without any further changes. Once you have an account, log in to the Cloud console.ĭocmosis templates are ordinary Microsoft Word documents, with special placeholders that Docmosis Cloud service replaces with data to generate the document.Ĭlick on the image or link below, to download the sample template: ServiceAgreement.docx. If you don't already have a Cloud account, you can sign up for a Docmosis free trial here. The Cloud service merges the data with a Microsoft Word template to generate a PDF letter, like this one:ĭownload the generated document Setting up Docmosis Step 1: Login to the Cloud console generating a PDF document with the data.sending data stored in Airtable to the Docmosis Cloud service using Zapier.Docmosis Cloud is a template-based document generation service that can be used via a REST API.