Turn lead responses into follow-up reports
Know what each lead needs before the next conversation. Generate a useful report as soon as the form is submitted.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Convert URL to PDF
Tool to convert a url to pdf with full parameter support. use when you need advanced control over paper size, margins, headers/footers, or webhook callbacks.
Why this helps
Sales follow-up slows down because someone has to interpret and package each lead response first.
- Prepare follow-up context instantly
- Keep lead summaries consistent
- Give collaborators a clear handoff document
Setup
Build it in a few focused steps.
- 1Connect Typeform and Cloudlayer in Notis once.
- 2Create an automation and name the lead reporting workflow.
- 3In one instruction, ask Notis to interpret each response and generate a follow-up PDF with needs, urgency, and suggested next questions.
- 4Select New Form Response as the trigger and choose where reports go.
- 5Run one real submission to confirm the report format.
Questions about this workflow
Can I tailor the report for my sales process?
Yes. Include the sections, tone, and qualification guidance in your plain language instruction.
Does this send the PDF to the lead?
The workflow generates the PDF. Any external delivery must be requested through a connected delivery channel.
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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