Make participant record checks easier to pick up
Set a regular moment to revisit a participant record while reviewing the documents connected to their Formdesk process.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Visitor Details
Tool to retrieve detailed information about a specific Formdesk visitor. Use after confirming you have the form ID and visitor ID.
Why this helps
Important visitor context can be hard to recall when document preparation and record review happen far apart.
- Bring a visitor's details into an existing review routine.
- Reduce the effort of finding a record after a long gap.
- Keep participant context close to related document work.
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 schedule a visitor record review.
- 3Use one plain-language instruction asking Notis to retrieve details for the specific visitor and form relevant to your recurring PDF review.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with a real form ID and visitor ID.
Questions about this workflow
Can this review every visitor?
This action retrieves details for a specific visitor. Use the visitor list action if you need to review everyone.
Does it update visitor information?
No. It retrieves visitor details for review.
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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