See your Basin forms in one scheduled check-in
Get a recurring view of your forms and decide what needs attention without searching through Basin manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Forms
Lists your forms and their details.
Why this helps
Forms created for document workflows can be easy to lose track of when work is spread across projects and processes.
- Retrieve the account's form list on a recurring schedule.
- Review the inventory alongside your document workflow work.
- Receive the run report in a chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Basin once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want in plain language.
- 3Ask Notis to retrieve the Basin form inventory and summarize the returned list for your review.
- 4Choose the notis_cron trigger and set the recurring schedule, then choose where run reports should go.
- 5Test with one real run and confirm the report is useful.
Questions about this workflow
Does this change any Basin forms?
No. It retrieves the forms list so Notis can report on the returned data.
Can it tell which forms are unused?
The listed action returns the forms inventory, but no usage history is specified. Usage status would need to be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Basin. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Basin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Creates a new form.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Form Webhook
Creates a webhook for a form.
Create Project
Creates a new project for organizing forms.
Delete Form
Permanently deletes a form; this action cannot be undone.
Delete Submission
Permanently deletes a form submission after its ID is confirmed.
Delete Project
Deletes a project.
Delete Webhook
Deletes a form webhook.
Get Domains
Lists the custom domains linked to your account.
Connect any two apps with Notis in the middle.
ActiveMerge and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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