Apply a consistent client name to every document
Keep client files recognizable even when several documents are generated in the same day.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Why this helps
Inconsistent names force founders to open files just to identify the client or project.
- Makes client files searchable
- Reduces naming decisions
- Supports cleaner archives
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docugenerate once in Notis.
- 2Create an automation named Client document naming.
- 3Tell Notis to update the confirmed document name with the client and project details from the response.
- 4Select New Form Response as the trigger and choose where reports go.
- 5Test one response and verify the target document ID.
Questions about this workflow
What must be confirmed before the update?
The existing Docugenerate document ID and the intended name pattern must be clear.
Can I include a date in the name?
Yes, when the date is present in the response or supplied in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Docugenerate. A trigger fires from one place; an action lands in another.
Typeform triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
New Form Response
Triggers when a respondent completes and submits the form.
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Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
Typeform and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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