Create reimbursement PDFs from Typeform
Give finance a clean reimbursement document without retyping submitted details.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
Why this helps
Reimbursement requests create avoidable work when finance must reformat each submission.
- Reduce finance data entry
- Standardize request records
- Make approvals easier to review
Setup
Build it in a few focused steps.
- 1Connect Typeform and Craftmypdf once in Notis.
- 2Create an automation describing the reimbursement document and its sections.
- 3Pick Typeform New Form Response as the trigger.
- 4Choose where reports go and test with one real reimbursement request.
Questions about this workflow
Can the document show missing receipts?
Yes. Ask Notis to flag missing information stated or implied by your form requirements.
Can it preserve expense line details?
Yes. Instruct Notis to include the submitted line items in the PDF.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Craftmypdf. A trigger fires from one place; an action lands in another.
Typeform triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
New Form Response
Triggers when a respondent completes and submits the form.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Connect any two apps with Notis in the middle.
Typeform and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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