Generate project agreements on task creation

When a new task is created in Flokzu, automatically generate a document from a template in DocuGenerate and send it for signature.

Try:

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

DocuGenerate Explore DocuGenerate →

Triggers

New note created

Fires when a new note or document is created in DocuGenerate.

Note updated

Fires when an existing note or document changes in DocuGenerate.

Document viewed or shared

Fires when a document in DocuGenerate is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in DocuGenerate from a saved template.

Create or append to a note

Creates a note in DocuGenerate or adds text to an existing one.

Convert a document to PDF

Converts a file in DocuGenerate to PDF.

Publish or share a document

Publishes a document from DocuGenerate or shares it by link.

Flokzu Explore Flokzu →

Triggers

New task created

Fires when a new task, job or item is created in Flokzu.

Task completed

Fires when a task in Flokzu is marked complete.

Due date approaching

Fires when a task's due date in Flokzu is coming up.

Status changed

Fires when a task, job or project changes status in Flokzu.

Actions

Create task

Creates a new task, job or item in Flokzu.

Update task

Updates a task's status or assignee in Flokzu.

Add comment

Posts a comment on a task in Flokzu.

Assign task

Assigns a task in Flokzu to a team member.

Convert meeting notes into actionable tasks When a new note is created in DocuGenerate, automatically create a task in Flokzu so project team members can follow up. See details

Append completion details to project notes When a task is completed in Flokzu, automatically append the updates to a running project summary note in DocuGenerate. See details

See all DocuGenerate + Flokzu integrations → · Browse the full workflow library →

Enterprise-grade security

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FAQ

Common questions

Can Knit build “Generate project agreements on task creation” between DocuGenerate and Flokzu?

Yes — describe it in the box above and Knit's Integrations Agent researches DocuGenerate and Flokzu's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting notes to project management simplify client onboarding?

You can automatically send contracts for signature in DocuGenerate as soon as a new onboarding task is created in Flokzu.

Can meeting notes automatically generate actionable project tasks?

Yes, creating a new meeting note in DocuGenerate can automatically create a corresponding task in Flokzu for team members to execute.