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Airtable
Overview
There are three types of Airtable integrations.
- 1.
- 2.
All integrations allow you to create documents from your Airtable data and attach them back to Airtable. The Generation Link integration and the Automation Script are identical in their features however the Native App does have some slight differences (see comparison below).
Integration Comparison
Feature
Native App
Generation Link + Automation Script
Available with all Documint Plans
✅
✅
Available with all Airtable plans
❌
✅
Attach documents back to Airtable
✅
✅
Include data from Linked Records
✅
✅
Document Preview
✅
✅
Works outside of Airtable (eg. Stacker)
❌
✅
Shareable Document Link
❌
✅
Whitelabel Document Viewer
❌
✅
Document Password Protection
❌
✅
Duplicate Document Prevention
✅
✅
Setup time/difficulty
😁
🙂
The Native App integration works by using an Airtable app that you can install in your base. You can find the app in the Airtable Marketplace. The app provides you with an interface within Airtable for generating documents from your records. Learn more
The Generation Link integration uses a special URL to generate your document. This URL is created dynamically by a formula in either a Formula field or Button field. When the link or button is clicked, Documint creates a document using the template id and record id provided in the URL. Learn more
Fields Types
Field names in Airtable are converted to snake-case in Documint. This means your variables need to be the snake-case version of the field name. For example, if a field in Airtable is named
Order Total, its variable name in Documint needs to beorder_total . Notice the space is replaced with an underscore and everything is converted to lowercase.Airtable fields names must be converted to snake-case when being used in your template. The basic rules of snake-case are:
- 1.spaces are converted to underscores
- 2.double underscores are converted to single underscores
- 3.underscores at the beginning or end of the string are removed
- 4.some special characters are replaced with underscores
- 5.all upper-case characters are converted to lower-case
The easiest way to convert your field names to snake-case is by pasting the field name into the New Variable tool in the template designer.
Attachments
You can display images from attachment fields dynamically in your documents.
Example 1: Displaying a single attachment
Template
Airtable
Result
Add image element
Add path to image URL
Example 2: Displaying multiple images
Template
Airtable
Result
Repeat the element for each attachment by selecting the element and opening the Logic Editor
Switch to the Repeat/Loop tab, enter the name of the attachment field in the List variable input then Save
Add an Image Element to the repeating element
Add the variable as the path to image URL
Final Template
Last modified 3mo ago