Turn onboarding responses into a client pack
Start client work with a complete onboarding pack instead of scattered answers and follow-up notes.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Onboarding information is often incomplete or spread across messages before the work can begin.
- Creates a single onboarding reference
- Reduces repeated clarification
- Makes handoff more dependable
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docugenerate once in Notis.
- 2Create an automation named Client onboarding pack.
- 3Tell Notis to generate an onboarding pack from each response and identify unanswered required details.
- 4Choose New Form Response as the trigger and set the report destination.
- 5Test with one completed onboarding submission.
Questions about this workflow
Can Notis identify unanswered details?
Yes. Ask it to call out missing information in the run report or document instructions.
Do I need a new template?
No. Use an existing Docugenerate template or specify the template you want to use.
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.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
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.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
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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