Bring investor form responses into your deal review
Send a form identifier and investor context to Notis to get a focused review of the responses collected in Cabinpanda.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List form submissions
Retrieves all submissions for a specific form.
Why this helps
Investor responses can sit in a separate tool from deal context, making it harder to see what deserves follow-up.
- Review submissions alongside the context included in the request.
- Surface unanswered questions and potential follow-up items.
- Keep summaries grounded in the actual submitted responses.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Cabinpanda once in the Notis portal.
- 2Create an automation to retrieve submissions for the specified Cabinpanda form and summarize them using the supplied Affinity context.
- 3Pick the Notis webhook trigger and include the form identifier and relevant context.
- 4Choose where run reports should go.
- 5Test with one real form and review the summary for accuracy.
Questions about this workflow
Does the workflow send follow-up messages to investors?
No. It retrieves and summarizes form submissions. Sending messages is not one of the listed Cabinpanda actions.
What does the webhook request need?
Include the Cabinpanda form identifier and any Affinity context needed to interpret the responses.
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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