Knackly and Salesflare

How to connect Knackly

Use Knackly to make apps that guide users through your questions. Apps can then create documents from the answers.

Start a workflow when this happens

New Document Created — Triggers when a record is used to produce a Document.
New Record Created — Triggers when a new record is created in the specified catalog.

Things Salesflare can make it do

Create Record — Create a new record in Knackly
Find or Create Record — Retrieves all data and document URLs associated with the specified record in the specified catalog.
Get Documents — Grabs documents from knackly
Get Record Data — Gets data stored on a record
Run App on Record — Runs a app on a record to produce documents

Look up existing records

Find or Create Record — Retrieves all data and document URLs associated with the specified record in the specified catalog.

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