Request client details with a Basin intake form
Turn a client handoff or missing-information signal into a new Basin form that gives the next step a clear home.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Form
Creates a new form.
Why this helps
Collecting missing client details often means composing another request from scratch and tracking it separately.
- Create a dedicated form when a client needs a structured information request.
- Keep intake setup tied to the Agencyzoom context that prompted it.
- Use Notis reports to review form creation runs.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Basin once in the Notis portal.
- 2Create an automation named Client intake form setup.
- 3Tell Notis to create a Basin form for a client information request, using a confirmed form name, timezone, and project association.
- 4Choose a Notis webhook trigger and select where run reports should go.
- 5Test with one real client signal and verify the created form in Basin.
Questions about this workflow
Can Agencyzoom start this automatically?
Agencyzoom has no listed trigger events in this workflow package. Use a Notis webhook and send the relevant client signal to it.
What details must be known to create a Basin form?
Supply the form name, timezone, and project association. If the project does not exist, create or identify it separately first.
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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