PDF.co and Knack Integration

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Automatically generate PDFs from Knack data using PDF.co, creating invoices or reports with a clear visual editor. Scale this document automation affordably on Latenode, paying only for execution time and extending logic with JavaScript.

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PDF.co

Knack

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDF.co and Knack

Create a New Scenario to Connect PDF.co and Knack

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a PDF.co, triggered by another scenario, or executed manually (for testing purposes). In most cases, PDF.co or Knack will be your first step. To do this, click "Choose an app," find PDF.co or Knack, and select the appropriate trigger to start the scenario.

Add the PDF.co Node

Select the PDF.co node from the app selection panel on the right.

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PDF.co

Configure the PDF.co

Click on the PDF.co node to configure it. You can modify the PDF.co URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect PDF.co

Sign In

Run node once

Add the Knack Node

Next, click the plus (+) icon on the PDF.co node, select Knack from the list of available apps, and choose the action you need from the list of nodes within Knack.

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Knack

Authenticate Knack

Now, click the Knack node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Knack settings. Authentication allows you to use Knack through Latenode.

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Sign In

Run node once

Configure the PDF.co and Knack Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Knack Oauth 2.0

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Select an action *

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Run node once

Set Up the PDF.co and Knack Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring PDF.co, Knack, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the PDF.co and Knack integration works as expected. Depending on your setup, data should flow between PDF.co and Knack (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect PDF.co and Knack

PDF.co + Knack + Google Drive: When a PDF document is processed by PDF.co (e.g., parsed or converted), the resulting file is stored in Google Drive, and a link to the file is saved in the corresponding record in Knack.

Knack + PDF.co + Slack: When a record is updated in Knack, a PDF report is generated using PDF.co, and a notification with a link to the report is sent to a Slack channel.

PDF.co and Knack integration alternatives

About PDF.co

Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.

About Knack

Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.

See how Latenode works

FAQ PDF.co and Knack

How can I connect my PDF.co account to Knack using Latenode?

To connect your PDF.co account to Knack on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select PDF.co and click on "Connect".
  • Authenticate your PDF.co and Knack accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Knack records from parsed PDF invoices?

Yes, you can! Latenode allows parsing PDFs with PDF.co, then updating Knack in real-time. Eliminate manual data entry and improve accuracy via automated workflows.

What types of tasks can I perform by integrating PDF.co with Knack?

Integrating PDF.co with Knack allows you to perform various tasks, including:

  • Automatically creating Knack records from parsed PDF data.
  • Generating PDF reports from Knack database entries.
  • Updating Knack fields based on PDF.co processing results.
  • Converting files to PDF from Knack attachments.
  • Watermarking PDFs generated from Knack data.

Can I use custom JavaScript functions within PDF.co and Knack workflows?

Yes! Latenode's JavaScript node lets you add custom logic to your PDF.co and Knack workflows for advanced data manipulation.

Are there any limitations to the PDF.co and Knack integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex PDF parsing may require advanced PDF.co plan features.
  • Large-scale PDF generation can consume significant processing resources.
  • Knack API rate limits may affect high-volume data synchronization.

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