Send a consulting SOW when scope is confirmed
The moment scope is clear, the statement of work can reach the client.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Why this helps
SOWs wait in drafts after the client has already provided enough information.
- Reduces time from discovery to signature
- Keeps scope confirmation connected to sending
- Cuts follow-up work
Setup
Build it in a few focused steps.
- 1Connect Typeform and Documenso in Notis.
- 2Create an automation for confirmed consulting scope.
- 3Tell Notis to find the prepared SOW for the submission and distribute it to the intended recipient.
- 4Choose New Form Response and a report channel.
- 5Test with one confirmed scope response.
Questions about this workflow
What if there is no prepared SOW?
Tell Notis to report the submission for manual document preparation.
Can this wait for a specific confirmation answer?
Yes. Include the required answer in the instruction.
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.
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New Form Response
Triggers when a respondent completes and submits the form.
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Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
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Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
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Find Documents V2
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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.