Turn client intake into a ready summary
Walk into client work with the context already organized and readable.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
Why this helps
Client intake information gets lost between the form, notes, and the first working session.
- Prepare meetings faster
- Keep onboarding context together
- Create a repeatable intake record
Setup
Build it in a few focused steps.
- 1Connect Typeform and Cloudlayer in Notis once.
- 2Create an automation called client intake summary.
- 3Tell Notis to organize each response into a client profile, goals, constraints, and open questions, then create a PDF.
- 4Select New Form Response and choose the report destination.
- 5Test with one real intake submission.
Questions about this workflow
Can the summary preserve the respondent wording?
Yes. Ask Notis to include verbatim answers alongside its summary.
Can this support different intake forms?
Create separate automations when each form needs a different document structure.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Cloudlayer. A trigger fires from one place; an action lands in another.
Typeform triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Storage
Tool to add a new user storage configuration. use when you need to attach an external bucket or container for file storage.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset
Tool to retrieve a specific asset by its id. use when you need to fetch metadata or download url of an existing asset after its generation.
New Form Response
Triggers when a respondent completes and submits the form.
Get API Status
Tool to test api reachability. use when checking if the cloudlayer api is available.
HTML to Image
Tool to convert base64-encoded html to an image. use when you need to render raw html or a url into png, jpeg, or webp after content load.
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
List Assets
Tool to list the ten most recent assets. use when you need to retrieve your latest cloudlayer assets.
List Storage Configurations
Tool to retrieve a list of all storage configurations. use after authenticating to cloudlayer to view your account's storage settings.
Convert URL to Image
Tool to convert a webpage url to an image. use when dynamic screenshot parameters are needed.
Connect any two apps with Notis in the middle.
Typeform and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cloudlayer.