Carry process document changes into Formdesk
Connect approved process updates to the form that supports them, so document and form details stay in step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Form
Tool to update an existing form. Use when you need to modify form metadata after fetching current details.
Why this helps
Form descriptions and process documents can drift when a change is recorded in one place and forgotten in another.
- Keep form-level information aligned with an approved process update.
- Reduce the mental load of tracking parallel changes.
- Make a document revision a clear cue for the related form update.
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 carry approved process updates into Formdesk.
- 3Write one plain-language instruction asking Notis to update the identified form using only the approved form-level changes supplied with the PDF revision request.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one approved process change and check the form details.
Questions about this workflow
What kinds of form information can this change?
The action updates existing Formdesk form information. Specify the intended approved form-level changes in your instruction.
Does it alter the PDF?
No. The workflow updates the Formdesk form based on an approved PDF revision request.
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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