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Notis

Turn prospect intake submissions into a clear follow-up review

Get a scheduled summary of form responses, organized around the next steps your prospecting process needs.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List form submissions

Retrieves all submissions for a specific form.

Why this helps

Prospect responses can sit in a form account until someone remembers to review them and decide what to do next.

  • Review responses from a specific form on a schedule.
  • Ask Notis to summarize responses using your follow-up criteria.
  • Reduce missed reviews by sending run reports where your team checks them.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Cabinpanda once in the Notis portal.
  • 2Create an automation and identify the Cabinpanda form whose submissions to review.
  • 3Describe how responses should be summarized and what follow-up criteria to apply.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Test with one real form and confirm the response summary is useful.

Questions about this workflow

How does the workflow know which form to review?

Identify the form in your instruction. The action requires a specific form id, so make sure the automation has a reliable way to obtain it.

Can it determine lead priority?

It can apply criteria you provide to returned submissions. Any sales history or baseline not available in the returned data must be supplied by you.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Aeroleads to Cabinpanda. A trigger fires from one place; an action lands in another.

Aeroleads 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.

Aeroleads and Cabinpanda, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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