Check that a deal form is ready for its next use
Before sharing a form, ask Notis to inspect its details and flag any mismatch with the deal context you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Form Details
Retrieves details about a specific form.
Why this helps
A form that looks familiar can still have outdated fields or settings that cause extra follow-up later.
- Review form metadata before using it in a deal process.
- Catch possible gaps between form details and the supplied brief.
- Get a concise account of what the form details do and do not confirm.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Cabinpanda once in the Notis portal.
- 2Create an automation to retrieve the specified form details and compare them with the supplied deal brief.
- 3Pick the Notis webhook trigger and include the form identifier and brief.
- 4Choose where run reports should go.
- 5Test with one existing form and verify the review reflects its actual details.
Questions about this workflow
Does this workflow modify the form?
No. It retrieves form details and prepares a review.
What if the request does not include a form identifier?
The automation should request enough identifying information before inspecting a form.
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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