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