Create client intake PDFs from Typeform responses
Give every new client response a clear, shareable PDF summary without copying details between tools.
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
Client intake details get buried in form responses, making handoffs and follow-up slower.
- Create a consistent document for every new client
- Reduce manual copying and formatting
- Make handoffs easier for your team
Setup
Build it in a few focused steps.
- 1Connect Typeform and Craftmypdf once in Notis.
- 2Create a new automation and describe the intake summary you want in one instruction.
- 3Choose Typeform New Form Response as the trigger.
- 4Select where run reports should go, then test with one real response.
Questions about this workflow
Can the PDF include all submitted answers?
Yes. Tell Notis to include the relevant answers and organize them into the requested sections.
Do I need to create a template first?
Use your Craftmypdf template details in the instruction, or ask Notis to help identify a suitable template.
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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No card. Works with personal or business Craftmypdf.