Discover a powerful solution to simplify your document management process with the smooth integration of Airtable, PDF.co, and Zapier. By utilizing these three tools, you can easily merge attachments from Airtable, saving time and effort in your workflow.
With Zapier’s filtering capabilities, you can customize the merging process further. By adding a filter condition, such as “Only Continue if Attachments URL Exists,” the Zap will intelligently stop the merging process if a particular Airtable record doesn’t contain any file attachments. This feature ensures that only records with attachments go through the merging workflow, saving unnecessary processing and improving efficiency.
By merging Airtable file attachments using PDF.co and Zapier, you can simplify your document management, automate your workflow, and increase productivity. Spend less time on manual tasks and focus on more important aspects of your work.
In this comprehensive guide, we will explore the process of merging Airtable file attachments using the combination of PDF.co and Zapier. We will also incorporate filtering capabilities in Zapier to optimize the merging workflow. By following this guide, you can simplify your document management process, automate file merging, and improve overall efficiency.
- Create a Zap
- Add Airtable App
- Setup Airtable Configuration
- Test Trigger
- Test Trigger Result
- Add Filter by Zapier
- Filter Setup & Testing
- Add PDF.co App
- Setup PDF.co Configuration
- Test Action
- Test Result
- Merged PDF Output
We will utilize a sample Airtable containing file attachments and apply filtering based on specified conditions. The goal is to merge these attachment files into a single PDF document.
Step 1: Create a Zap
- Let’s start by logging into your Zapier account and creating a Zap.
Step 2: Add Airtable App
- Next, search and select the Airtable app and choose the New Record option to trigger when a new record is created.
Step 3: Setup Airtable Configuration
Let’s set up the Airtable configuration.
- In the Base field, enter the name of the base you created in Airtable.
- In the Table field, select the specific table where your file attachments are stored.
- For the Limit to View field, enter the Grid View to limit the records added in a specific view and return the record in a view order.
- Lastly, in the Include file contents field, select false to prevent errors and obtain an additional file field without the file contents.
Step 4: Test Trigger
- After setting up the trigger, you may now test it to retrieve the record which contains the file attachments.
Step 5: Test Trigger Result
- Great! The test trigger was successful and retrieved the record containing the file attachments. Now, let’s add the filtering condition to stop the Zap if an Airtable record doesn’t contain any attachments.
Step 6: Add Filter by Zapier
- In this step, we will incorporate the Filter by Zapier functionality to apply a filtering condition that allows the Zap to proceed only when specific criteria are met.
Step 7: Filter Setup and Testing
- Under the Filter Setup and Testing section, let’s add the condition “Only Continue if…” Attachment URL Exists. Next, perform a test of the filter to ensure that Zap would proceed as intended.
Step 8: Add PDF.co App
- In this step, we will integrate the PDF.co app and select the PDF Merger option to combine all the file attachments from Airtable into a single PDF document.
Step 9: Setup PDF.co Configuration
Let’s proceed with configuring the PDF.co settings.
- In the Source File URLs field, select the Attachment URL from Airtable.
- In the Automatically Convert Non-PDF Files field, choose either true or false to indicate whether non-PDF files should be converted to PDF before merging.
- Specify the desired name for your output PDF file.
Step 10: Test Action
- Once you have finished configuring the PDF.co settings, proceed to test the action to merge the file attachments from Airtable into a single PDF document. This test will ensure that the merging process is functioning correctly.
Step 11: Test Result
- Excellent! The test was successful and merged the file attachments from Airtable into a single document. Copy the resulting URL and paste it into your browser to view the output.
Step 12: Merged PDF Output
- Here’s the outcome of successfully merging the Airtable file attachments into a single PDF document.
Step 13: Demo
- Check out this PDF.co PDF Merger in action.
Throughout this tutorial, you have gained knowledge to merge Airtable file attachments and implement filtering based on specific conditions using PDF.co and Zapier. Additionally, you have learned in utilizing the PDF.co PDF Merger to combine multiple files into a single document.