Connect Docupilot and Knack integrations
Connect Docupilot and Knack with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Docupilot and Knack to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Create document from selected template
Creates a new record.
Deletes a record specified by its ID.
Returns details about a record specified by its ID.
Performs an arbitrary authorized API call.
Updates a record specified by its ID.
Uploads a file or image.
Searches for a record.
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Build your Docupilot and Knack integrations.
Create custom Docupilot and Knack workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Create document from selected template
Creates a new record.
Deletes a record specified by its ID.
Returns details about a record specified by its ID.
Performs an arbitrary authorized API call.
Triggers when a new record is created, updated or deleted or when a form is submitted.
Searches for a record.
Updates a record specified by its ID.
Uploads a file or image.
Popular Docupilot and Knack workflows.
Looking to get more out of Docupilot and Knack? With Make you can visually integrate Docupilot and Knack into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Search for and update records in Knack seamlessly
Easily search and update Knack records. Automate record retrieval and modification in Knack, streamlining your data management process.
TRY IT ->Search for and delete records in Knack database
Easily manage your Knack database by searching for specific records and automatically deleting them. Streamline data maintenance with this efficient workflow.
TRY IT ->Send event data to an external action using Knack and HTTP
Automatically send new event data from Knack to an external action via HTTP, streamlining data transfer and enhancing workflow efficiency.
TRY IT ->Create a new Knack record from a submitted Cognito Forms entry
Every time a new Cognito Forms entry is submitted, Make will automatically create a new record in Knack. The template uses this [form](https://www.cognitoforms.com/DanielB1/TestForm) and a Knack object with the following fields: First name, Last name, Email, Phone, Company and Website.
TRY IT ->Book a new 10to8 appointment when a new Knack record is created
When you create a new record in Knack that includes Name, Email, and Date/Time (Date in "day/month/year" and time in "am/pm" format), Make will automatically book a new 10to8 appointment.
TRY IT ->Send Go4Clients SMS messages for new Knack records
Every time a new record is created in Knack automatically send an SMS message via Go4Clients
TRY IT ->Generate Docupilot documents from Airtable records
This template helps you create a Personalized document for each record matching a specific keyword in Airtable. This template requires to make a copy of this [airtable model](https://airtable.com/templates/entrepreneurship/expQrNqXl4bUBrb8B/fundraising-crm).
TRY IT ->Create Docupilot product sheets for all Shopify items
Let Make create automatically a Product Sheet for every item in your Shopify store. This template requires to make a copy of this [example document](https://drive.google.com/file/d/1k7eYWN91FsW_xRcSikTsQr74OVJ2vw45/view?usp=sharing) and to upload it as a template on Docupilot.
TRY IT ->Create Docupilot invoices automatically from new Google Sheets rows
Every time a new row is added to a Google Sheets spreadsheet, Make will automatically create an invoice from a Docupilot template. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1_9c7rHfebaiBR5llkuOcGxK0WgY7z6j9H6M9I3dujAE/edit?usp=sharing).
TRY IT ->
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