Connect case PDFs to their Formdesk entry
Bring the record behind a case PDF into view with a webhook request carrying the reference you already use.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Entry Details
Tool to retrieve detailed information about a specific Formdesk entry. Use after confirming you have the form ID and entry ID.
Why this helps
Searching for the right entry by hand can break concentration when a case document is ready to review or share.
- Use a case reference to retrieve the relevant entry details.
- Spend less time searching through submissions during a handoff.
- Keep document preparation connected to the underlying form record.
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 handle case document lookups.
- 3Write one plain-language instruction asking Notis to retrieve the Formdesk entry details for the case reference included with a ready PDF.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with a real PDF and its matching Formdesk entry reference.
Questions about this workflow
Does this find an entry without a reference?
The instruction needs enough identifying information to locate the intended Formdesk entry. Include a reliable entry ID or reference in the webhook request.
Does it modify the entry?
No. Get Entry Details retrieves information; it does not update the record.
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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