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Notis

Finish approved field cleanup after a process change

Close the loop on a process revision by removing a field that has been explicitly retired from the related intake workflow.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Delete Field in Formdesk

Tool to delete a specific field in a Formdesk form. Use after confirming formId and fieldId.

Why this helps

Old fields can linger after a document process changes, leaving people unsure which questions still matter.

  • Finish a confirmed cleanup action in the same process-change handoff.
  • Reduce clutter from fields no longer used by the workflow.
  • Keep field removal tied to an explicit approval and identifier.

Setup

Build it in a few focused steps.

  • 1Connect FileToPDF.dev and Formdesk to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis to remove fields confirmed as retired.
  • 3Use one plain-language instruction asking Notis to delete only the specified Formdesk field after an approved process change, with its form ID and field ID.
  • 4Choose an incoming webhook trigger and a channel for run reports.
  • 5Test on a safe form and verify the intended field is removed.

Questions about this workflow

Should this remove fields automatically whenever a PDF changes?

No. Use it only when the process change explicitly approves retirement of a specific field.

What references are needed?

Provide the Formdesk form ID and exact field ID for the approved removal.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link FileToPDF.dev to Formdesk. A trigger fires from one place; an action lands in another.

FileToPDF.dev triggers

Formdesk actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Automatic Login

Tool to perform automatic login to Formdesk and retrieve an access token. Use when you need to authenticate with username and password.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Formdesk Entry

Tool to submit a new entry to a Formdesk form. Use after collecting all form field values to send a new entry for a specific formId. Example: "Submit entry to form 12345 with first_name='Bob', email='bob@example.com'."

ActionInstant

Create Field

Tool to create a new field in a specific Formdesk form. Use after you have the formId and need to extend the form schema with an additional input.

ActionInstant

Create Visitor

Tool to add a new visitor to a specific Formdesk form. Use when you need to register a visitor's metadata (e.g., name, email) before submitting entries.

ActionInstant

Delete Formdesk Entry

Tool to delete a specific entry from a Formdesk form. Use after confirming the target entry exists.

ActionInstant

Delete Field in Formdesk

Tool to delete a specific field in a Formdesk form. Use after confirming formId and fieldId.

ActionInstant

Delete Form in Formdesk

Tool to delete a specific form. Use when you need to permanently remove a form after confirming it's no longer needed.

ActionInstant

Delete Visitor in Formdesk

Tool to delete a specific visitor in a Formdesk form. Use after confirming formId and visitorId.

ActionInstant

Connect any two apps with Notis in the middle.

FileToPDF.dev and Formdesk, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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