Start contractor onboarding when the intake is complete
Turn contractor details into a signing packet while the role and terms are clear.
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
Onboarding stalls when agreements are assembled manually after intake.
- Gets agreements out sooner
- Uses a consistent onboarding packet
- Reduces repeated admin work
Setup
Build it in a few focused steps.
- 1Connect Typeform and Documenso in Notis.
- 2Create an automation for contractor onboarding.
- 3Tell Notis to select the contractor template, create the document, and add the submitted contractor as recipient.
- 4Pick the New Form Response trigger and a report channel.
- 5Test with one completed contractor form.
Questions about this workflow
Can the workflow handle different contractor types?
Yes. Give Notis the decision rules and the available template names.
What happens if the response needs human review?
Instruct Notis to pause document creation and send a report with the reason.
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.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
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.