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- Can I?
Can I email PDFs or other attachments to users with Knack?
Currently, there is not a pre-existing feature available to allow for file attachments in emails.
However, our customers have reported that integrating Knack with Formstack Documents (formerly WebMerge) has been a great solution for this need. You can learn more about integrating with Formstack here.
Further, using Zapier and Formstack Documents together, you can set up a recipe to email your client a PDF version of the invoice once you've submitted a form in Knack.
There are currently two ways to integrate Knack with Formstack:
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Use Zapier and create a recipe so that a Formstack document generates whenever your users submit a form.
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Create your own custom integration directly from Knack using custom Javascript.