Create a Documenso client agreement from every Typeform intake
A completed intake can become a ready-to-sign agreement before it gets lost in your inbox.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Why this helps
Copying intake answers into a contract creates delays and transcription mistakes.
- Starts agreements immediately after intake
- Reduces manual data entry
- Keeps contract creation consistent
Setup
Build it in a few focused steps.
- 1Connect Typeform and Documenso in Notis.
- 2Create an automation named for client agreement intake.
- 3Tell Notis to choose the appropriate Documenso template, create a document, and use the submitted contact as recipient.
- 4Pick the Typeform New Form Response trigger and choose a report channel.
- 5Test with one real intake response.
Questions about this workflow
Can Notis choose between templates?
Yes. Tell Notis the conditions in your instruction and provide the template names or identifiers it should use.
What if required intake details are missing?
Tell Notis to report the response for review instead of creating an incomplete document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Documenso. A trigger fires from one place; an action lands in another.
Typeform triggers
Documenso 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.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
New Form Response
Triggers when a respondent completes and submits the form.
Delete Template
Tool to delete a template by ID.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Typeform and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Documenso.