Turn an approved intake change into a form field
When a PDF intake review identifies information you need to collect next time, add the corresponding field to the form in the same handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A new information need can get lost between the PDF review and the person responsible for updating the form.
- Connect an approved document review with the needed form update.
- Reduce handoff delays for new intake requirements.
- Keep new questions attached to the process that raised them.
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 add approved intake fields.
- 3Use one plain-language instruction asking Notis to create the specifically approved field in the identified Formdesk form, using the supplied field details.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with a controlled form and review the new field.
Questions about this workflow
Does Notis choose what field to add?
No. The request should include an approved new field and its intended details.
Will the change affect the PDF?
This action adds a field in Formdesk. Update your PDF process separately if it also needs to change.
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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