Keep generated document names clear and consistent
Turn vague generated filenames into names that make sense at a glance.
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
Poor filenames make it harder to find the right document when submissions create files quickly.
- Improves document findability
- Creates consistent naming
- Reduces manual cleanup
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docugenerate once in Notis.
- 2Create an automation named Response document renamer.
- 3Tell Notis to rename the confirmed document using the response details and the agreed naming pattern.
- 4Pick New Form Response as the trigger and choose a report channel.
- 5Test with one response and confirm the document ID before updating.
Questions about this workflow
Does this create a document?
No. It updates metadata on an existing document after its ID is confirmed.
What if the document ID is missing?
Ask Notis to report the missing ID and stop before making an update.
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
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New Form Response
Triggers when a respondent completes and submits the form.
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Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
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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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