Review incoming feedback with relevant deal context
Bring form responses and related relationship context into one scheduled review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Submissions
Retrieves form submissions.
Why this helps
Feedback can arrive in a form while the relevant relationship context lives elsewhere.
- Review form submissions alongside available relationship context.
- Summarize patterns and follow-up considerations in one report.
- Keep review on a recurring schedule.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Basin once in Notis.
- 2Create an automation in the portal or by describing it to Notis.
- 3In one instruction, specify the Basin form ID, the Affinity context to consider, and the summary you need.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real submission and verify the summary uses only available context.
Questions about this workflow
Can the workflow match every submission to a deal?
Only when the submission and Affinity data provide enough identifying information. State the matching rule or provide additional context.
Does this update Affinity?
No. The selected Basin action retrieves submissions. The workflow summarizes the returned information in its run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Basin. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Basin, 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 Basin.