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Notis

Keep a Cabinpanda form aligned with changing document requirements

When a document process changes, send the updated requirements to Notis and have Cabinpanda revise the existing form.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Update Form

Updates an existing form’s details, fields, template, or settings.

Why this helps

Outdated form questions can collect incomplete information and create extra follow-up before documents are ready.

  • Reflect revised document requirements in an existing form.
  • Avoid manually revisiting form setup after process changes.
  • Keep form updates connected to the request that prompted them.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Cabinpanda once in the Notis portal.
  • 2Create an automation instructing Notis to update the specified Cabinpanda form with the revised requirements in an ActiveMerge request.
  • 3Pick a webhook trigger and configure the relevant ActiveMerge workflow to send the form identifier and changed requirements.
  • 4Choose where run reports should go.
  • 5Test with one real change request and review the updated form.

Questions about this workflow

What does the request need to include?

Supply the target Cabinpanda form identifier and the changed requirements. Notis cannot update a form if the needed identifier or details are missing.

Will this create a new form?

The selected action updates an existing form. Use a valid form identifier and review the update in Cabinpanda.

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.

TriggerScheduled

Create Form

Creates a form from a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Form

Irreversibly deletes a form.

ActionInstant

Delete Integration

Deletes an integration configuration from a form.

ActionInstant

Get Form Details

Retrieves details about a specific form.

ActionInstant

Get Integration Details

Retrieves detailed information about a specific integration.

ActionInstant

Get Profile

Retrieves the authenticated user's profile, account details, workspace information, and usage statistics.

ActionInstant

List Forms

Lists all forms associated with the account.

ActionInstant

List Integrations

Lists all integrations associated with the account.

ActionInstant

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

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