Airtable Integrations
Overview
There are three types of Airtable integrations.
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.
Use the Variable Generator to convert your field names to variables.
Attachment Field
Autonumber
Checkbox
Collaborator
The fields with the type of Collaborator are sent over as Objects.
Data Type | |
Object Properties |
|
Example Token |
|
Screenshot
... remaining fields coming soon!
Helpful Info
How to find Base Id
To find the ID of your Airtable base, first, visit airtable.com/api. Select from the list of bases the base whose ID you'd like to find out. The Base ID will be shown as in the screenshot below:
How to find Table Id
To find the Id of an Airtable table, navigate to the table then select the table Id from the address bar as in the screenshot below:
The table Id will start with tbl
and end before the next /
Snake Case
Airtable fields names must be converted to snake-case when being used in your template. The basic rules of snake-case are:
spaces are converted to underscores
double underscores are converted to single underscores
underscores at the beginning or end of the string are removed
some special characters are replaced with underscores
all upper-case characters are converted to lower-case
The easiest way to convert your field names to snake-case is using the Airtable Variable Generator
Tools
Variable Generator - Converts your Airtable field names to Documint variables
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