Generate custom documents from form submissions
When a user completes a survey or form in Paperform, automatically build a document from a template in FYI pre-filled with their answers.
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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.
FYI Explore FYI →
TriggersFires when a new note or document is created in FYI.
Fires when an existing note or document changes in FYI.
Fires when a document in FYI is viewed or shared with someone.
Generates a new document in FYI from a saved template.
Creates a note in FYI or adds text to an existing one.
Converts a file in FYI to PDF.
Publishes a document from FYI or shares it by link.
Paperform Explore Paperform →
TriggersFires when a form is submitted in Paperform.
Fires when a respondent finishes a survey in Paperform.
Fires when an existing response is edited in Paperform.
Creates or updates a form or survey in Paperform.
Looks up a specific form response in Paperform.
Adds a respondent or contact to a form in Paperform.
More FYI + Paperform workflows
Send contracts for signature upon survey completion
When a client submits a completed response in Paperform, send a signature request in FYI using the submitted details.
See details
Append form answers to ongoing project notes
When a form response is updated in Paperform, append the new information directly to an existing note in FYI.
See details
See all FYI + Paperform integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate custom documents from form submissions” between FYI and Paperform?
Yes — describe it in the box above and Knit's Integrations Agent researches FYI and Paperform'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 FYI and Paperform work together to automate document creation?
When clients complete forms in Paperform, their submitted information instantly populates structured notes or custom templates in FYI for signing or archiving.
Can signature events update survey records?
Yes, when a document is sent for signature in FYI, you can automatically update respondent information in Paperform.