How to generate a new document in Documint from Retable rows is an automation tool that lets you automate actions across Retable, Documint, and many other apps. In this guide, we'll show you how to automatically run the “create document” action in Documint for each row added in Retable using
Retable logoRetable > Documint
Last triggered
Retable logoRow added
Documint logoCreate document

Create your playbook and set the Retable trigger as "Row added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Row added" under Retable. Then, select the table and the type of changes you're interested in monitoring. This will allow your playbook to automatically detect the new rows added in Retable and initiate necessary actions.

If this is your first time using a Retable integration in, a prompt will guide you through the connection process.


Add the "Create document" in Documint automation

Integrate the Documint automation into your playbook to ensure the prompt creation of a new document for each new row added in Retable.

Click the "Add step" button, then locate the "Create document" automation for Documint and input the mandatory and relevant details.

If your Documint account isn't already connected to, you will be prompted to complete that connection. Make sure to allow the necessary permissions for to sync with your Documint account.


Activate your playbook

Activating your playbook is the final step to automate the creation of a new document for each new record added. Once turned on, it will respond whenever a new row added to Retable by creating a new document in Documint without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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