Turn deal context into a focused diligence form
Let Notis review selected Affinity deal context on a schedule and create a Cabinpanda form for the next diligence step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Form
Creates a form from a template.
Why this helps
Diligence requests are easy to delay when each deal requires a fresh form and a separate round of setup.
- Prepare a consistent diligence intake from deal context.
- Reduce repetitive form setup across deals.
- Keep the form grounded in the information available from Affinity.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Cabinpanda once in the Notis portal.
- 2Create an automation that reviews the selected Affinity deal context and creates a diligence form when appropriate.
- 3Pick a recurring Notis schedule.
- 4Choose where run reports should go.
- 5Test with one real deal and review the form before sharing it.
Questions about this workflow
Does this workflow automatically decide what diligence is required?
Notis can draft the form from available deal context and your instruction. Specify the information to request, and review the result before sharing.
What if the deal notes lack key details?
Tell Notis to leave unsupported details out and report what is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Cabinpanda. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Cabinpanda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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