Triage vendor document submissions
Turn vendor submissions into a clear list of comparison work to review.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
List Comparisons
Tool to retrieve a paginated list of document comparisons. use when you need to browse comparisons across pages.
Why this helps
Vendor documents arrive from many sources, making it easy for review requests to sit unassigned.
- Reduce unassigned requests
- Create a fast review shortlist
- Keep vendor work moving
Setup
Build it in a few focused steps.
- 1Connect Typeform and Draftable once in Notis.
- 2Create an automation named Triage vendor document submissions.
- 3Tell Notis to browse Draftable comparisons for each new vendor response and summarize the likely queue based on the submitted details.
- 4Pick the Typeform New Form Response trigger and choose where reports should go.
- 5Test with one real vendor submission.
Questions about this workflow
Can the workflow separate vendors?
Ask Notis to use vendor information present in the response when explaining the likely matches.
Does it update the queue in Draftable?
No. It retrieves and summarizes the available comparison list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Draftable. A trigger fires from one place; an action lands in another.
Typeform triggers
Draftable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Comparisons
Tool to retrieve a paginated list of document comparisons. use when you need to browse comparisons across pages.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Form Response
Triggers when a respondent completes and submits the form.
Connect any two apps with Notis in the middle.
Typeform and Draftable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Draftable.