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Knack - Create PDF, Word, Excel Documents
Knack connects with Documentero to turn database records into ready-to-use documents. When new records are added or updated in Knack, Documentero can automatically generate PDFs, Word files, or Excel sheets based on custom templates. This makes it easy to create professional reports, invoices, or forms directly from your Knack data without manual formatting.
Knack
Documentero
Triggers
Watch Records — Triggers when a new record is added.
New Event — Triggers when a new record is created, updated or deleted or when a form is submitted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Knack using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Knack using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Knack orders
Create Word contracts from Knack client records
Export Knack form submissions into Excel reports
Generate PDF certificates from Knack training records
Create customized proposals from Knack opportunity data
Automatically generate shipping labels from Knack order entries
Export Knack event registrations into formatted PDF attendee lists
Create purchase orders in Word format from Knack supplier records
Generate Excel financial summaries from Knack transaction data
Automatically generate employee onboarding documents from Knack HR forms
How you can use Knack + Documentero
Generate Invoices
Create invoices in PDF format whenever a new customer order record is added in Knack.
Produce Contracts
Automatically generate a Word contract when a client record is updated with signed agreement details.
Build Reports
Generate weekly Excel reports from Knack records when new data entries are submitted.
Create Certificates
Produce PDF certificates whenever a form submission in Knack confirms course completion.
Prepare Proposals
Generate proposal documents from Knack deal records when a new opportunity is created.
Setup Guides
Zapier Tutorial: Integrate Knack with Documentero
- Create a new Zap in Zapier.
- Add Knack to the zap and choose one of the triggers (Watch Records, New Event). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Knack trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Knack with Documentero
- Create a new scenario in Make.
- Add Knack to the scenario and choose one of the triggers (Watch Records, New Event). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Knack trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Knack with Documentero
- Create a new workflow in n8n.
- Add Knack to the workflow and choose one of the triggers (Watch Records, New Event). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Knack trigger.
- Execute (or activate) your workflow and verify the output.
