Generate custom documents from form submissions

When a user completes a survey or form in Basin, automatically build a document from a template in DocsAutomator pre-filled with their answers.

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See all Basin + DocsAutomator integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Basin Explore Basin →

Triggers

New form response

Fires when a form is submitted in Basin.

Survey completed

Fires when a respondent finishes a survey in Basin.

Response updated

Fires when an existing response is edited in Basin.

Actions

Create or update form

Creates or updates a form or survey in Basin.

Retrieve a response

Looks up a specific form response in Basin.

Add a respondent

Adds a respondent or contact to a form in Basin.

DocsAutomator Explore DocsAutomator →

Triggers

New note created

Fires when a new note or document is created in DocsAutomator.

Note updated

Fires when an existing note or document changes in DocsAutomator.

Document sent for signature

Fires when a document in DocsAutomator is sent out for signature.

Actions

Create a document from a template

Generates a new document in DocsAutomator from a saved template.

Create or append to a note

Creates a note in DocsAutomator or adds text to an existing one.

Convert a document to PDF

Converts a file in DocsAutomator to PDF.

Send a document for signature

Sends a document from DocsAutomator out for signature.

Send contracts for signature upon survey completion When a client submits a completed response in Basin, send a signature request in DocsAutomator using the submitted details. See details

Append form answers to ongoing project notes When a form response is updated in Basin, append the new information directly to an existing note in DocsAutomator. See details

See all Basin + DocsAutomator integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate custom documents from form submissions” between Basin and DocsAutomator?

Yes — describe it in the box above and Knit's Integrations Agent researches Basin and DocsAutomator's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do DocsAutomator and Basin work together to automate document creation?

When clients complete forms in Basin, their submitted information instantly populates structured notes or custom templates in DocsAutomator for signing or archiving.

Can signature events update survey records?

Yes, when a document is sent for signature in DocsAutomator, you can automatically update respondent information in Basin.