Keep your client form inventory aligned
Review your Basin forms on a schedule and spot where your Agencyzoom workflows may need a new or updated intake form.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Forms
Lists your forms and their details.
Why this helps
As client processes change, teams can lose track of which forms are current and which requests lack a matching form.
- Get a recurring view of the forms currently in Basin.
- Compare the inventory to service workflows you supply from Agencyzoom context.
- Identify possible form gaps without manually checking each form.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Basin once in the Notis portal.
- 2Create an automation named Form inventory review.
- 3Tell Notis to list Basin forms and compare them with the Agencyzoom service workflows you provide, calling out possible gaps.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real inventory run and check the reported forms and gaps.
Questions about this workflow
Does this read Agencyzoom service data automatically?
Only if that data is available in the run context or supplied through the webhook or another configured source. Agencyzoom has no listed trigger events here.
Can it create missing forms too?
This workflow lists forms for review. Creating a form requires a separate instruction with the required form name, timezone, and project association.
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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