Create a hosted onboarding pack from each response
Give new customers a clear starting point as soon as they submit their details.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Why this helps
Onboarding instructions are assembled repeatedly and key next steps get missed.
- Deliver consistent onboarding
- Keep the latest pack accessible
- Reduce repeated setup explanations
Setup
Build it in a few focused steps.
- 1Connect Typeform and DocRaptor in Notis once.
- 2Create an automation named Hosted onboarding pack.
- 3Tell Notis to create a hosted onboarding document with welcome notes, agreed goals, first steps, required inputs, and support guidance.
- 4Select New Form Response and choose where run reports go.
- 5Test with one customer submission.
Questions about this workflow
Why use a hosted document?
A hosted document is useful when recipients need a stable link instead of an attachment.
Can it include personalized steps?
Yes. Tell Notis which submitted answers should shape the onboarding guidance.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to DocRaptor. A trigger fires from one place; an action lands in another.
Typeform triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
New Form Response
Triggers when a respondent completes and submits the form.
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
Typeform and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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