Close the loop after an entry retention review
When your retention process confirms a specific record for removal, carry that decision into Formdesk with its exact entry reference.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Formdesk Entry
Tool to delete a specific entry from a Formdesk form. Use after confirming the target entry exists.
Why this helps
A confirmed cleanup task can linger when it requires another manual search and a separate follow-through step.
- Connect a completed retention review with its follow-up action.
- Reduce the chance that confirmed cleanup work is forgotten.
- Use an explicit record reference to focus the request.
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 confirmed retention removals.
- 3Use one plain-language instruction asking Notis to delete only the specific Formdesk entry identified by an approved retention request and supplied record ID.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with a safe test entry and verify the intended record is removed.
Questions about this workflow
Will it decide which records to delete?
No. The retention review must identify the specific entry and authorize its removal before the webhook request.
What details are needed?
The instruction needs the form ID and exact entry ID for the confirmed 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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