PDFBetter works with Airtable through its Zapier and Make apps, with no code. Use it to turn records into documents: a record can fill a PDF form, go out for signature, and get the signed PDF attached when everyone has signed. Data extracted from PDFs can also create records. Each run of a PDFBetter step counts as one agent & automation run on your plan.
What you can automate with Airtable
Record to signed document: A record enters a view → Fill PDF Form → Send PDF for Signature → Document Fully Signed attaches the signed PDF to the record.
Intake from PDFs: A PDF application form arrives → Extract Data From PDF → a new record with each answer.
Summaries on records: A PDF is attached to a record → Summarize PDF → the summary is written to a long-text field.
Set it up
Set it up
You need a PDFBetter account and a Zapier or Make account connected to Airtable. There is nothing to install.
Connect PDFBetter
In PDFBetter, go to Settings → Integrations and click Set up in Zapier or Set up in Make, then click Allow and connect when PDFBetter asks.
Add Airtable
In the same Zap or scenario, add a Airtable step and connect your Airtable account in Zapier or Make.
Map and test
Map files and fields between the steps, run a test with a real document, then turn the Zap or scenario on.
The PDFBetter steps to use
The PDFBetter steps to use
Fill PDF Form, Send PDF for Signature, Download Signed PDF, Extract Data From PDF, Summarize PDF.
In Make the same steps appear in sentence case. Make also offers Watch recipient signatures and Watch new form responses, which aren't in the Zapier app.
Pricing
Pricing
This works on every PDFBetter account plan, including Free. Each PDFBetter step that runs counts as one agent & automation run; triggers and failed steps don't count.
Agent & automation runs per month: 200 on Free, 5,000 on Pro, unlimited (fair use) on Business.
Zapier's tasks or Make's operations, and your Airtable plan, are counted by those services as usual.
Plans
What each plan includes
| Free | Pro | Business | |
|---|---|---|---|
| Connect AI agents (MCP) | Included | Included | Included |
| Agent & automation runs per month | 200 | 5,000 | Unlimited |
What it doesn't do
- PDFBetter doesn't connect to Airtable directly: Zapier or Make runs the steps between them, so you need an account with one of them.
- Download links in a step's output expire after about 10 minutes, so pass files on within the same run.
- AI steps read a PDF's text layer; run Make PDF Searchable (OCR) first on scanned documents.
Airtable + PDFBetter: questions people ask
Can I attach the signed PDF to the Airtable record?
Yes. Download Signed PDF returns the file, which Zapier or Make can add to an attachment field. Store the signature request ID on the record so the right one is updated.
Do I need Zapier or Make to connect Airtable?
Yes, one of them. Both connect to Airtable and to PDFBetter; pick the one you already use. Make also has triggers for each recipient's signature and new form responses.
Does it cost extra in PDFBetter?
No. It's included on every plan, including Free; each PDFBetter step that runs uses one of your plan's monthly agent & automation runs.
Are my documents stored in PDFBetter?
Files a step works on are imported into your PDFBetter account so the step can process them, and appear in your documents, where you can delete them.