--- title: "Connect Airtable and Docamatic - APIANT.ai" description: "When \"New or Updated Record\" fires in Airtable, your agent runs \"Delete a Document\" in Docamatic." canonical: "https://apiant.ai/connect/airtable-to-docamatic" --- # Connect Airtable and Docamatic When **New or Updated Record** fires in [Airtable](https://apiant.ai/connections/airtable), your agent runs **Delete a Document** in [Docamatic](https://apiant.ai/connections/docamatic), or **New Document** in Docamatic to **Add Comment to Record** in Airtable. Describe the whole flow and it is built, tested on every scenario and kept running. Airtable **2** triggers Airtable **14** actions Docamatic **1** trigger Docamatic **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Airtable and Docamatic to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Airtable and Docamatic can do together ### From Airtable to Docamatic - When **New or Updated Record** in Airtable then **Delete a Document** in Docamatic - When **New Record** in Airtable then **Convert URL or HTML to Image** in Docamatic ### From Docamatic to Airtable - When **New Document** in Docamatic then **Add Comment to Record** in Airtable - When **New Document** in Docamatic then **Create or Update Record** in Airtable Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Airtable and Docamatic ## Triggers and actions 3 triggers · 21 actions - Trigger **New or Updated Record** Triggers when a record is created or updated. - Trigger **New Record** Triggers when a new record is created or new or existing records when first added to a selected view. - Action **Add Comment to Record** Add a comment to an existing record in Airtable. - Action **Create Base** Create a new Airtable base in your workspace. - Action **Create or Update Record** Find and update an existing record, or create a new one. - Action **Create Record** Creates a new record with auto-populating fields. - Action **Create Table** Create a new table in an existing Airtable base. - Action **Delete Record** Delete a record in a table. - Action **Find Record** Find a record in a table. - Action **Find Record by ID** Find a specific record using its unique ID. - Action **Find Table** Find tables by searching for a keyword in table name or description. - Action **Get All Records** List all records from a table with pagination support. - Action **Get Base Schema** Retrieve the complete schema for a base, including all tables and their field definitions. - Action **List bases** Lists every Airtable base the connected account can see. Takes no search criterion. - Action **Update Multiple Records** Update up to 10 records at once in a specific table. - Action **Update Record** Update a record in a specific table. - Trigger **New Document** Triggers when a new document is created. - Action **Convert URL or HTML to Image** Renders a web page URL or raw HTML and returns it as an image (png, webp or jpg). Use it to capture screenshots of pages or HTML snippets, with optional sizing, full-page capture and grayscale. - Action **Convert URL or HTML to PDF** Renders a web page URL or raw HTML and returns it as a PDF document. Supports paper size, margins, orientation, headers and footers, page numbers, and extra CSS. - Action **Delete a Document** Deletes a generated document from Docamatic storage, identified by the transaction id returned when it was created. - Action **Generate a PDF From a Template** Fills one of Docamatic's ready-made templates (invoices, packing slips, shipping labels, badges, QR and barcode labels) with your data and returns the finished PDF or image. - Action **Merge PDFs** Joins several PDF documents into one, in the order given, and returns the combined PDF. - Action **Password Protect PDF** Adds a password to an existing PDF so it cannot be opened without it, and returns the protected copy. - Action **Write to an Existing PDF** Stamps text, text boxes, images, barcodes and QR codes onto an existing PDF at the positions you give, and returns the updated PDF. ## Each app on its own - [ **Airtable** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connections/airtable) - [ **Docamatic** Docamatic allows you to generate PDF documents.](https://apiant.ai/connections/docamatic) Reviews ## What our customers say ## More from Airtable - [ **Airtable to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/airtable-to-hubspot) - [ **Airtable to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/airtable-to-slack) - [ **Airtable to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/airtable-to-google-calendar) - [ **Airtable to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/airtable-to-google-drive) - [ **Airtable to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/airtable-to-shopify) - [ **Airtable to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/airtable-to-quickbooks-online) ## More into Docamatic - [ **Google Sheets to Docamatic** Google Sheets](https://apiant.ai/connect/google-sheets-to-docamatic) - [ **ActiveCampaign to Docamatic** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-docamatic) - [ **Asana to Docamatic** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-docamatic) - [ **ClickUp to Docamatic** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-docamatic) - [ **Discord to Docamatic** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-docamatic) - [ **Brevo to Docamatic** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-docamatic) Questions ## Airtable and Docamatic, answered ### ### What can start an automation from Airtable? Any of Airtable's 2 triggers in the catalog, including New or Updated Record and New Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docamatic when something happens in Airtable? Any of Docamatic's 7 actions, including Convert URL or HTML to Image, Convert URL or HTML to PDF, Generate a PDF From a Template and Merge PDFs. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docamatic to Airtable? Yes. When something happens in Docamatic, your agent can act in Airtable too. This page covers both directions: Docamatic's triggers and Airtable's actions are listed here as well. ### ### Do I have to build a connector for Airtable or Docamatic? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Airtable and Docamatic without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.