Keep contract PDF details easy to retrieve
Create a record of each contract document and the context supplied when it was generated.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Why this helps
Contract files can be hard to connect to the right client, project, or request after they are generated.
- Keep contract links with the relevant supplied context.
- Find generated contracts from an Airtable table.
- Support easier follow-up on document requests.
Setup
Build it in a few focused steps.
- 1Connect Api2pdf and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to create a contract register record for every PDF job, including client or project context supplied in the request.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real contract PDF workflow.
Questions about this workflow
Does this review or sign the contract?
No. It records the PDF details in Airtable. Signing and legal review happen outside this listed action.
Can the client or project be included?
Yes, if that context is supplied in the request or otherwise available to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api2pdf to Airtable. A trigger fires from one place; an action lands in another.
Api2pdf triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Api2pdf and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Airtable.