Keep document workflow projects organized
See the organizational containers behind your document processes in one recurring summary.
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
Project sprawl makes it harder to know where forms and document workflows belong.
- Make project inventory easier to review
- Reduce uncertainty about workflow organization
- Support regular operational cleanup
Setup
Build it in a few focused steps.
- 1Connect Affinda and Basin once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to retrieve Basin projects and summarize those relevant to the Affinda document workflow.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with the live project list.
Questions about this workflow
Does this workflow create or delete projects?
No. It lists Basin projects and prepares a summary for review.
Can it identify the purpose of every project?
Not unless that purpose is present in the returned information or supplied by you. The summary should distinguish known details from assumptions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Basin. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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