Generate custom documents from form submissions

When a user completes a survey or form in Ninja Forms, automatically build a document from a template in Offorte Proposals pre-filled with their answers.

Try:

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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 →

Triggers

New note created

Fires when a new note or document is created in Offorte Proposals.

Note updated

Fires when an existing note or document changes in Offorte Proposals.

Document viewed or shared

Fires when a document in Offorte Proposals is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in Offorte Proposals from a saved template.

Create or append to a note

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

Convert a document to PDF

Converts a file in Offorte Proposals to PDF.

Publish or share a document

Publishes a document from Offorte Proposals or shares it by link.

Ninja Forms Explore Ninja Forms →

Triggers

New form response

Fires when a form is submitted in Ninja Forms.

Survey completed

Fires when a respondent finishes a survey in Ninja Forms.

Response updated

Fires when an existing response is edited in Ninja Forms.

Actions

Create or update form

Creates or updates a form or survey in Ninja Forms.

Retrieve a response

Looks up a specific form response in Ninja Forms.

Add a respondent

Adds a respondent or contact to a form in Ninja Forms.

Send contracts for signature upon survey completion When a client submits a completed response in Ninja Forms, send a signature request in Offorte Proposals using the submitted details. See details

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

See all Offorte Proposals + Ninja Forms integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate custom documents from form submissions” between Offorte Proposals and Ninja Forms?

Yes — describe it in the box above and Knit's Integrations Agent researches Offorte Proposals and Ninja Forms'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 Ninja Forms work together to automate document creation?

When clients complete forms in Ninja Forms, 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 Ninja Forms.