Documentero + Knack integrations
Update and generate documents in Documentero, then send as email attachments for updated records in Knack
Stay ahead by managing Knack record updates efficiently. This workflow fires up as soon as there's a change in the Knack app record. Consequently, a document is then generated in Documentero and sent directly as an email attachment. This approach simplifies your tasks, saving you time and ensuring that no recent updates go unnoticed.
- When this happens...Updated RecordTriggers when an existing record is updated in a live app.
- automatically do this!Generate Document and Send as Email AttachmentGenerate Word, Excel or PDF Document based on Document Template and sends it to the specified email as an attachment.
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More things you can do with Knack and Documentero
Discover other triggers and actions you can use with Knack and Documentero
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ActionSearch
Documentero is a cloud service that can generate simple and advanced Word, Excel or PDF documents based on .docx / .xlsx templates.
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Knack is the easy way to build online databases and applications.
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