See which forms may need attention for active deals
Get a scheduled view of your Cabinpanda forms alongside the Affinity deal context you choose to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Forms
Lists all forms associated with the account.
Why this helps
Forms can become hard to track when deal processes change and nobody has a clear list of what is already available.
- See the available Cabinpanda forms in one review.
- Spot possible gaps between current deal processes and existing forms.
- Receive a report that distinguishes observed form details from missing context.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Cabinpanda once in the Notis portal.
- 2Create an automation to list Cabinpanda forms and summarize them alongside the selected Affinity deal context.
- 3Pick a recurring Notis schedule.
- 4Choose where run reports should go.
- 5Test once and check that the report clearly identifies any missing information.
Questions about this workflow
Will this workflow change any forms?
No. It lists forms and prepares a review. Use a separate workflow with Update Form if you want to revise one.
Can it establish whether a form is required for a deal?
Only if you provide that rule or the required context is available. The report should call out uncertainty rather than assume a requirement.
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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