Turn project intake forms into planning documents
Give every new project a clear starting point the moment the intake form is submitted.
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
Project answers are scattered across form results, making kickoff preparation slow and inconsistent.
- Standardizes kickoff information
- Speeds handoff to collaborators
- Creates a durable project record
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docugenerate once in Notis.
- 2Create an automation named Project intake document.
- 3Tell Notis to generate a project intake document from each response using your selected template.
- 4Pick Typeform New Form Response as the trigger and choose a report channel.
- 5Run one real submission to verify the document.
Questions about this workflow
Does this require a separate Typeform workflow?
No. The workflow listens to the New Form Response event from the connected Typeform account.
What does Docugenerate produce?
It generates a document from the template and returns file metadata, including a download URL.
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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