Generate qualified lead briefs from Typeform
Give sales a ready-to-review lead brief as soon as a prospect submits your form.
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
Sales teams lose time scanning raw answers before they can decide who to contact first.
- Surface buying signals quickly
- Standardize lead review
- Speed up first follow-up
Setup
Build it in a few focused steps.
- 1Connect Typeform and Craftmypdf once in Notis.
- 2Create the automation and describe how responses should become a qualified lead brief.
- 3Pick Typeform New Form Response as the trigger.
- 4Choose a report channel and test using one representative submission.
Questions about this workflow
Can Notis apply my qualification criteria?
Yes. Include your criteria in the plain language instruction, using only information present in the response.
Can the brief include a recommended next step?
Yes. Ask Notis to summarize the next step based on the submitted answers.
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.