NocoDB

Generate custom PDFs, invoices, and documents dynamically directly from your NocoDB bases.

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Step-by-Step Setup Guide

Step 1: Add Integration in Dashboard

Navigate to Integrations in your dashboard and click Add Integration.

💡 Tip: You can also create your first connection directly in the editor when you click Connect to NocoDB under Data Sources.

Step 2: Add Personal Access Token

Enter a Personal Access Token (PAT) manually (you can create this in NocoDB, be sure to grant it scopes and access based on your needs). For self hosted instance you can enter your API base e.g https://app.nocodb.com/api/v3

Our integration uses these scopes:

• Records: Read and write(write only required if attaching documents back to nocoDB)
• Tables: Read only
• Fields: Read only
• Base: Read only

Step 3: Connect NocoDB to Your Template

Next, open or create a template and connect it to NocoDB using your newly created connection.

Step 4: Select Base and Table

Select the NocoDB Workspace, Base and Table you wish to connect to your template.

Step 5: Connection Established

You're in! Your template is now connected to your selected NocoDB table.

Step 6: Access Variables

You can now access variables from your NocoDB columns and use them to build your template layout.

Step 7: Preview with Records

The Play button in the topbar will now preview your document with the first record from your table.

You can click that for quick previews at any time while building.

Step 8: Preview Multiple Records in Data Panel

If you go to the Data Panel, you can open the connection and preview with more records. We fetch up to 10 records for testing.

Step 9: Publish and Setup Integration

Once you're happy with the template, you can publish it and then click Setup Integration on the connection card. Here you can set up your script or link and start generating.

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That's it! Your NocoDB integration is completely set up and ready to generate documents on demand.