Knack integration with Formstack Documents
How to Create personalized documents from updated Knack records with WebMerge
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create personalized documents from updated Knack records with WebMerge" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Knack integrations
Build your database automatically from webhooks using this Webhooks to Knack automation. Once set up, Nekton will create Knack records from new webhooks. This automate...
Effortlessly keep track of new form submissions in your Knack app with this seamless workflow. Once activated, each time a new submission is received in Knack, a POST ...
Knack actions
Nekton can use any feature that is available in Knack API.
Using our advanced AI, you can easily create custom automations for Knack.
Here are some typical actions you can do in your automated workflows.
Create Record
Creates a new record to your Knack database.
Find Record
Finds a record in your Knack database.
Update Record
Updates a record in your Knack database.
Deleted Record
Triggers when an existing record is deleted in a live app.
New Record
Triggers when a new record is created in a live app.
New Form Submission
Triggers when a form is submitted in a live app.
About Knack
Knack is the easy way to build online databases and applications.