Prepare documents with a visitor's submissions in view
Before a recurring document review, retrieve the entries a visitor has submitted so you can work with the relevant context in one session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Manage Visitor Entries
Tool to list or retrieve a visitor's own form entries. Use after authenticating visitor.
Why this helps
Preparing a document without the visitor's latest submissions can mean retracing steps or requesting information twice.
- Bring a visitor's submitted information into a document preparation routine.
- Reduce repeated searches before preparing PDFs.
- Make recurring participant work easier to resume.
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 recurring visitor entry review.
- 3Write one plain-language instruction asking Notis to retrieve the authenticated visitor's own entries for the specified Formdesk form for PDF preparation.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with an authenticated visitor account and confirm the expected entries are returned.
Questions about this workflow
Does this retrieve every form entry?
No. It is for entries belonging to the authenticated visitor. Use the form entries action for a form-wide list.
Does it authenticate the visitor?
The visitor must be authenticated for this action to retrieve their own entries.
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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