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Connecting your Documint account with Airtable

How to connect your Airtable directly to your Documint account

There are a few ways you can connect your Documint account to Airtable. You can do it directly from the template or from the Integrations page. On the Integrations page, the quickest way to connect your Airtable account is to use the OAuth option. But if needed, you can also integrate the PAT key manually. In this article, we will go through the three options:

  1. Connecting Documint's account from Template

  2. Connecting Documint's account using OAuth

  3. Connecting Documint's account with PAT (Personal Access Token)

Connecting Documint's account from Template

1

Connecting your Airtable source

On your template, you will see a source pane on the right-hand side of the builder. There, you'll see Airtable as an option to connect. Click on the connect button.

2

Sign in with Airtable

After clicking to connect with Airtable, select the "Sign in with Airtable" option in the pop-up. You'll be redirected to your Airtable account. If you're not logged in yet, just log in, and you'll go to the OAuth page. Feel free to grant access to all resources or to specific bases.

You can have multiple Airtable connections if needed. Each connection can hold one or multiple bases. Feel free to explore what works best for you.

3

All set! 🎉

Well done! 👏 Now, go ahead and connect the template with your base and table from Airtable. Click here to check the instructions.

Connecting Documint account using OAuth

1

Access the Integrations page in Documint

Go to your account settings and access the Integrations page. You will see the Airtable option.

2

Add account

In the OAuth section, click on Add account. You'll be redirected to your Airtable account. If you're not logged in yet, just log in, and you'll go to the OAuth page. Feel free to grant access to all resources or to specific bases.

3

All set! 🎉

Well done! 👏 Now, go ahead and connect the template with your base and table from Airtable. Click here to check the instructions.

Connecting Documint account with PAT (Personal Access Token)

Personal Access Token (PAT)

To allow Documint to integrate directly with your Airtable data for use with the Generation Link and Automation script methods, you need to add your Personal Access Token to your Documint account. Follow the short video below to get set up.

1

While you're logged in to your Airtable account, go to https://airtable.com/create/tokens/new

2

Enter a name

Give the token a name

3

Add Scopes

Add the following scopes:

  • data.records:read (to read your Airtable data)

  • data.records:write (to potentially update records)

  • schema.bases:read (to access your table structure)

4

Grant Base Access

Make sure to grant access to the specific base you want to use with Documint

5

Create the Token

6

Copy the Token

7

That’s it! Now, you can create all your documents directly from your Airtable base.

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