Make form discovery part of monthly document planning
See the forms you actually have before planning another round of templates, handouts, or PDF-based intake.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Form List
Tool to retrieve a list of all forms available in the account. Use after obtaining a valid bearer token.
Why this helps
Planning from memory can lead to duplicate forms or missed opportunities to reuse an existing one.
- See the current form catalogue during a regular planning slot.
- Make it easier to reuse existing forms in PDF workflows.
- Reduce time spent searching before document work begins.
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 include form discovery in monthly planning.
- 3Use one plain-language instruction asking Notis to retrieve the Formdesk form list and summarize it for upcoming PDF work.
- 4Choose a monthly recurring trigger and a channel for run reports.
- 5Test with your account's current forms and review the summary.
Questions about this workflow
Does this create or change forms?
No. Get Form List retrieves available forms so you can review them.
Can it help with PDF planning?
Yes. Ask Notis to summarize the list in the context of your upcoming FileToPDF.dev document work.
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.
Automatic Login
Tool to perform automatic login to Formdesk and retrieve an access token. Use when you need to authenticate with username and password.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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'."
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.
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.
Delete Formdesk Entry
Tool to delete a specific entry from a Formdesk form. Use after confirming the target entry exists.
Delete Field in Formdesk
Tool to delete a specific field in a Formdesk form. Use after confirming formId and fieldId.
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.
Delete Visitor in Formdesk
Tool to delete a specific visitor in a Formdesk form. Use after confirming formId and visitorId.
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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