Start Formdesk forms with less repeated typing
Carry information already gathered during PDF preparation into a Formdesk form, so the next step begins closer to ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Prepopulate Formdesk Fields
Tool to prepopulate form fields. Use when loading default, parameter-based, lookup, import, or webservice-provided values before displaying a form.
Why this helps
Repeating the same details across a generated document and a follow-on form adds avoidable effort and invites mistakes.
- Reduce duplicate entry after document preparation.
- Give the next form step a more useful starting point.
- Keep intake moving without reopening source materials to copy details.
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 prepare forms from completed intake.
- 3Write one plain-language instruction asking Notis to prepopulate the identified Formdesk form using the approved values supplied with the completed PDF request.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real intake case and confirm the intended values appear in the form.
Questions about this workflow
Will Notis decide which values are safe to use?
Specify in your instruction which approved intake values to use and include only the context needed for the form.
Does this submit the form?
No. Prepopulation prepares fields; it does not create a new entry.
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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