Generate project document from database records

When a new row is inserted in Knack, automatically create a standardized project document from a template in DocsAutomator.

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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.

Knack Explore Knack →

Triggers

New row inserted

Fires when a new row is added to a table in Knack.

Row updated

Fires when an existing row changes in Knack.

Query result ready

Fires when a scheduled query in Knack finishes running.

Actions

Run a query

Runs a SQL query against Knack and returns the result.

Insert or update a row

Writes a new or updated row to Knack.

Sync a table

Syncs a table in Knack with data from another source.

DocsAutomator Explore DocsAutomator →

Triggers

New note created

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

Note updated

Fires when an existing note or document changes in DocsAutomator.

Document sent for signature

Fires when a document in DocsAutomator is sent out for signature.

Actions

Create a document from a template

Generates a new document in DocsAutomator from a saved template.

Create or append to a note

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

Convert a document to PDF

Converts a file in DocsAutomator to PDF.

Send a document for signature

Sends a document from DocsAutomator out for signature.

Log new meeting notes to database Whenever a new note is created in DocsAutomator, insert or update a corresponding record in Knack to maintain a clean central audit trail. See details

Append query results to team documentation When a scheduled query result is ready in Knack, automatically append the summary stats to an ongoing documentation page in DocsAutomator. See details

See all Knack + DocsAutomator integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project document from database records” between Knack and DocsAutomator?

Yes — describe it in the box above and Knit's Integrations Agent researches Knack and DocsAutomator'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.

Can I automatically create documents using data stored in Knack?

Yes, you can set up automation so that inserting or updating rows in Knack generates fresh documents from templates in DocsAutomator.

Is it possible to log changes made in DocsAutomator back into Knack?

Whenever notes or documents are created or modified in DocsAutomator, the details can be saved directly to your database in Knack.