Review a form's fields before preparing its documents
Before form responses become document inputs, get the form details in a report and check that the structure is ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Form Details
Retrieves details about a specific form.
Why this helps
Preparing documents against an unfamiliar or outdated form can lead to extra checks and missing information.
- See a referenced form's metadata before processing responses.
- Review fields and labels alongside the document workflow request.
- Catch form structure questions earlier in preparation.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Cabinpanda once in the Notis portal.
- 2Create an automation asking Notis to retrieve details for the Cabinpanda form identifier supplied with an ActiveMerge request and report its fields and labels.
- 3Pick a webhook trigger and configure the ActiveMerge workflow to send the relevant form identifier.
- 4Choose where run reports should go.
- 5Test with one real request and verify the reported form details.
Questions about this workflow
What should ActiveMerge send?
The webhook request needs to include the Cabinpanda form identifier. Other context can help Notis explain why the form is being checked.
Does this retrieve form responses too?
No. It retrieves form metadata. Use the list submissions action to review responses for a specific form.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Cabinpanda. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Cabinpanda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Creates a form from a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Irreversibly deletes a form.
Delete Integration
Deletes an integration configuration from a form.
Get Form Details
Retrieves details about a specific form.
Get Integration Details
Retrieves detailed information about a specific integration.
Get Profile
Retrieves the authenticated user's profile, account details, workspace information, and usage statistics.
List Forms
Lists all forms associated with the account.
List Integrations
Lists all integrations associated with the account.
Connect any two apps with Notis in the middle.
ActiveMerge and Cabinpanda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cabinpanda.