Keep your Basin project spaces visible
A scheduled project overview helps you stay oriented as document workflows and their forms grow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
Lists the projects in your account.
Why this helps
Organizational containers can become hard to recall when several document processes are active at once.
- Retrieve the Basin project inventory on a schedule.
- Get a concise report without manually opening Basin to list projects.
- Keep document workflow organization easier to review.
Setup
Build it in a few focused steps.
- 1Connect Basin once in the Notis portal.
- 2Create an automation in the portal or tell Notis the desired outcome in plain language.
- 3Ask Notis to retrieve Basin projects and summarize the returned list for a recurring review.
- 4Choose the notis_cron trigger and set the schedule, then choose where run reports should go.
- 5Test with one real run and check that the overview is clear.
Questions about this workflow
Does this create or update projects?
No. It retrieves the project list for a report.
Can the report identify projects with no forms?
The action returns projects, but no project-to-form usage analysis is specified. That relationship would need to be available in returned data or 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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