Create a DocsAutomator client automation from a Typeform response
Move from intake to document workflow setup without rebuilding the same automation by hand.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Why this helps
New client intakes often sit idle while someone manually creates the document workflow.
- Reduces setup time after every intake
- Keeps new client work moving
- Creates a repeatable document process
Setup
Build it in a few focused steps.
- 1Connect Typeform and DocsAutomator in Notis once.
- 2Create an automation and describe that each submitted intake should create a DocsAutomator automation using the response context.
- 3Pick Typeform New Form Response as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real intake submission.
Questions about this workflow
What starts this workflow?
A completed Typeform submission triggers it.
Can the response define the automation details?
Yes. Describe the desired document workflow in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Docsautomator. A trigger fires from one place; an action lands in another.
Typeform triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
New Form Response
Triggers when a respondent completes and submits the form.
Duplicate Automation
Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
Get Automation Details
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Send Test Email
Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Connect any two apps with Notis in the middle.
Typeform and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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