Create intake form when new doc project page is created

When a new project page is created in Trainual, automatically generate a dedicated inquiry form in Formsite to gather stakeholder feedback.

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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.

Formsite Explore Formsite →

Triggers

New form response

Fires when a form is submitted in Formsite.

Survey completed

Fires when a respondent finishes a survey in Formsite.

Response updated

Fires when an existing response is edited in Formsite.

Actions

Create or update form

Creates or updates a form or survey in Formsite.

Retrieve a response

Looks up a specific form response in Formsite.

Add a respondent

Adds a respondent or contact to a form in Formsite.

Trainual Explore Trainual →

Triggers

New page created

Fires when a new page or doc is created in Trainual.

Record added

Fires when a new record is added to a database or table in Trainual.

Doc published

Fires when a doc in Trainual is published or shared.

Status changed

Fires when a status field changes on a record in Trainual.

Actions

Create page from template

Starts a new page in Trainual from a saved template.

Add or update record

Creates or updates a record in Trainual.

Append text

Adds text to the end of an existing doc in Trainual.

Move page

Moves a page in Trainual into a different space.

Create document record from completed survey When a customer completes a survey in Formsite, automatically add a new record with their responses to your centralized tracking doc in Trainual. See details

Generate client documentation page from form response Whenever a detailed intake form is submitted in Formsite, automatically create a structured document page from template in Trainual. See details

See all Formsite + Trainual integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create intake form when new doc project page is created” between Formsite and Trainual?

Yes — describe it in the box above and Knit's Integrations Agent researches Formsite and Trainual'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 does connecting Formsite to Trainual streamline document creation?

Each time a user submits a response in Formsite, a formatted document page or database record can be automatically created in Trainual without manual copy-pasting.

Can changes in productivity documents prompt form updates?

Yes, when a record status changes in Trainual, you can automatically create or update a corresponding form in Formsite to prepare for fresh data collection.