1.Monitors updated inspection record
Integrate Knack and record updates to pull inspection payloads and submission metadata for processing.
Create inspection report PDFs from submitted field records
Automatically monitor inspection record updates across Knack. Create completed inspection report PDFs and distribute them when inspections are submitted, when submission status flips, or when an inspection update matches your client flagβso you can generate PDFs, route review attachments, and reduce PDF generation delays without manual PDF generation.
How this automation accelerates your reviewer handoff
When an inspection record gets updated but the PDF is not generated on time, delays can slow review and billing. This automation filters qualifying submissions, creates a completed inspection report PDF with a template merge, and emails reviewers with the attachmentβso you can respond faster with fewer follow ups.
Knackor swap with your favorite app
2.Filters for client and submission match
Integrate Filter by Zapier and conditional rules to continue only for qualifying inspections with the right client flag and submission status.
Filter by Zapieror swap with your favorite app
3.Creates inspection document merge PDF
Integrate Formstack Documents and document templates to generate a PDF using mapped inspection fields and your inspection template.
Formstack Documentsor swap with your favorite app
4.Sends email with inspection PDF
Integrate Gmail and email delivery to attach the generated PDF and send it to the configured reviewer email list.
Gmailor swap with your favorite app
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Accelerate document workflows with automated file capture, data extraction, and record routing
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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