Keep client forms current as workflows change
Turn a confirmed Agencyzoom workflow change into an update to the related Basin form settings.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Form
Updates an existing form's settings and configuration.
Why this helps
A client process can change while its intake form keeps asking for outdated information or showing old instructions.
- Apply confirmed form changes when client workflows are updated.
- Keep form maintenance connected to the Agencyzoom context behind the change.
- Review the update through a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Basin once in the Notis portal.
- 2Create an automation named Client form update.
- 3Tell Notis to update the identified Basin form using the revised settings supplied with the Agencyzoom signal.
- 4Choose a Notis webhook trigger and select where run reports should go.
- 5Test with one real form change and verify the settings in Basin.
Questions about this workflow
What must the signal include?
Provide the correct Basin form ID and the confirmed settings to update. Notis does not infer undocumented form details.
Can this run on an Agencyzoom event directly?
Agencyzoom has no listed trigger events here. Start it with a Notis webhook that receives the relevant change context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Basin. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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