Documentero + Knack
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.
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 Record
Triggers when an existing record is updated in a live app.
- automatically do this!Generate Document and Send as Email Attachment
Generate Word, Excel or PDF Document based on Document Template and sends it to the specified email as an attachment.
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