1.Finds the full form record
Integrate Knack and submission lookups to retrieve the matching record to prepare it for PDF generation.
Generate work safe PDF and mark submission as processed
Automatically monitor new form submissions across Knack and Zapier tools. Create and update when form submissions arrive, qualifying safety answers validate, or processed flags stay unsetβso you can generate merged PDFs, update records, and file status without manual reporting.
How this automation creates work safe PDFs from submissions
When new form submissions arrive in Knack, safety files can stay scattered and coordinators lack a single authoritative copy. This automation finds qualifying records and generates merged PDFs and updates processed statusesβso your team can finalize document processing without follow-up.
Knackor swap with your favorite app
2.Checks submission eligibility
Integrate Filter by Zapier and form field validation to gate only qualifying submissions to proceed with merging.
Filter by Zapieror swap with your favorite app
3.Cleans and normalizes form text
Integrate Formatter by Zapier and text processing tools to strip HTML and normalize fields to improve merge quality.
Formatter by Zapieror swap with your favorite app
4.Builds merge payload and posts
Integrate Code by Zapier and document merge tools to transform fields and post the merge request to generate the PDF.
Code by Zapieror swap with your favorite app
5.Updates the record as processed
Integrate Knack and record updates to set the processed flag and store the merge result for the final file status.
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Accelerate document workflows with automated file capture, data extraction, and record routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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