Bring Formdesk context into project PDF handoffs
When a project document is ready, have Notis fetch the form details that help explain where it came from and what it supports.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Form Details
Tool to retrieve detailed information about a specific Formdesk form. Use when you have the formId.
Why this helps
A polished PDF can reach a teammate without the form context they need to understand the process behind it.
- Include useful form context during a project handoff.
- Avoid manually opening Formdesk to rediscover form details.
- Keep the document and its source process connected.
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 context to project document handoffs.
- 3Write one plain-language instruction asking Notis to retrieve details for the Formdesk form identified in the webhook request when its PDF is ready.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with a completed project PDF and the associated form ID.
Questions about this workflow
Does this retrieve form submissions?
No. It retrieves details about the Formdesk form itself. Use a separate entry lookup if you need submission data.
What should the webhook include?
Include the form ID and enough document context for Notis to identify the intended project handoff.
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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