Can I email PDFs or other attachments to users with Knack?

Lesley Updated by Lesley

Right now there is no built-in option to attach a file to an email.

However, our customers have reported that integrating with Knack with Formstack Documents (formerly WebMerge) has been a great solution to this need. You can read more about integrating with Formstack here.

Further, using Zapier and Formstack Documents together, you can setup 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 you can integrate Knack with Formstack:

  1. You can use Zapier and create a recipe so that a Formstack document generates whenever your users submit a form.
  2. You can create your own custom integration directly from Knack using custom Javascript. We've created a full tutorial to help walk our users through this: Dynamic PDFs and Documents with Formstack Documents (formerly WebMerge).

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