Right now there is no built-in option to attach a file to an email.
However, our customers have reported that integrating Knack with Formstack Documents (previously Webmerge) has been a great solution to this need. You can read more about integrating with Formstack Documents here.
Further, using Zapier and Formstack Documents together, you can set up a Recipe to email your client a PDF version of the invoice once you've submitted a form in Knack.
There are currently two ways you can integrate Knack with Formstack Documents:
- You can use Zapier and create a recipe so that a document is generated in Formstack Documents whenever your users submit a form.