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Notis

Check the field behind a PDF template change

When a template change raises a question about a form field, retrieve that field's details as part of the same review.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Field Details

Tool to retrieve detailed information about a specific field. Use after confirming the formId and fieldId to inspect the field’s properties.

Why this helps

A small label or validation change can create uncertainty when documents and form fields are maintained separately.

  • Inspect the exact field involved in a document update.
  • Reduce guesswork during template maintenance.
  • Keep form and PDF review in one workflow.

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 inspect fields during template changes.
  • 3Write one plain-language instruction asking Notis to retrieve details for the Formdesk field identified in the webhook request.
  • 4Choose an incoming webhook trigger and a channel for run reports.
  • 5Test with a real form ID and field ID.

Questions about this workflow

Does this retrieve every field?

No. Get Field Details retrieves information about a specific field. Use Get Form Fields when you need the full list.

Does it update the field?

No. It retrieves details for inspection.

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.

TriggerScheduled

Automatic Login

Tool to perform automatic login to Formdesk and retrieve an access token. Use when you need to authenticate with username and password.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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'."

ActionInstant

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.

ActionInstant

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.

ActionInstant

Delete Formdesk Entry

Tool to delete a specific entry from a Formdesk form. Use after confirming the target entry exists.

ActionInstant

Delete Field in Formdesk

Tool to delete a specific field in a Formdesk form. Use after confirming formId and fieldId.

ActionInstant

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.

ActionInstant

Delete Visitor in Formdesk

Tool to delete a specific visitor in a Formdesk form. Use after confirming formId and visitorId.

ActionInstant

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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