Check form fields when you refresh PDF templates
Use your template refresh as a cue to review the form fields your documents depend on, all within one planned review session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Form Fields
Tool to retrieve all fields of a specific form. Use after obtaining the formId to inspect its field definitions.
Why this helps
PDF templates and form questions can drift apart when each is updated in a different context.
- Review form structure during an existing template maintenance session.
- Spot field changes before they create confusing document handoffs.
- Replace scattered checks with a quarterly routine.
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 for a quarterly form field check.
- 3Use one plain-language instruction asking Notis to retrieve the fields for the Formdesk form you maintain with recurring PDFs.
- 4Choose a quarterly recurring trigger and a channel for run reports.
- 5Test with a live form and compare the retrieved definitions with your current template.
Questions about this workflow
Will this change the form fields?
No. Get Form Fields retrieves the current field definitions for review.
Should I use this before or after a template update?
Schedule it alongside your quarterly review so you can compare current fields with the documents you maintain.
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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